Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KCM
1976
Kynam Capital Management
New Jersey
$773M +$121M +19% 7.46% 164% 39
MHIC
1977
Marble Harbor Investment Counsel
Massachusetts
$772M +$30M +4% 4.59% 62.5% 193
RI
1978
RWWM Inc
California
$772M +$11M +1% 6.9% 41.7% 14
RCG
1979
Rock Creek Group
District of Columbia
$772M -$48.3M -6% 5.25% 40% 210
W
1980
Wealthquest
Ohio
$771M -$6.48M -0.8% 4.96% 45.7% 129
WAM
1981
Weatherly Asset Management
California
$771M +$37.9M +5% 7.05% 96.3% 178
TWA
1982
TCI Wealth Advisors
Arizona
$771M +$48.1M +7% 4.68% 51.5% 2,702
SAM
1983
Sawgrass Asset Management
Florida
$770M +$39.8M +5% 7.69% 77.6% 180
HPM
1984
H. Partners Management
New York
$770M -$23.7M -3% 0.61% 1.93% 2
FG
1985
Fiduciary Group
Georgia
$769M +$18.5M +2% 5.36% 57.5% 239
JFA
1986
JNBA Financial Advisors
Minnesota
$768M +$48.8M +7% 4.72% 46.1% 746
SCA
1987
Summit Creek Advisors
Minnesota
$768M +$33.4M +5% 7.34% 70.8% 81
NP
1988
Ninepoint Partners
Ontario, Canada
$768M +$55.1M +8% 4.87% 25.5% 98
AF
1989
Arrow Financial
New York
$767M +$30.1M +4% 4.51% 52.9% 335
WB
1990
Webster Bank
Connecticut
$767M +$27.4M +4% 7.05% 72.8% 584
MPMG
1991
Minneapolis Portfolio Management Group
Minnesota
$767M +$64.2M +9% 9.88% 92.6% 31
MP
1992
Makaira Partners
California
$766M +$77.4M +11% 6.34% 49.5% 11
SCM
1993
Simcoe Capital Management
New York
$765M -$72.4M -9% 11.9% 94.7% 14
HCM
1994
Hilton Capital Management
New York
$764M +$4.72M +0.6% 2.79% 42.8% 127
AAIM
1995
Asset Advisors Investment Management
Georgia
$764M +$5.37M +0.7% 4.16% 62.5% 90
MCM
1996
Manchester Capital Management
Vermont
$764M +$84.1M +12% 7.86% 53.6% 1,133
CFD
1997
Creative Financial Designs
Indiana
$764M +$86.5M +13% 4.83% 40.7% 1,454
VI
1998
Versor Investments
New York
$763M -$401M -34% 9.57% 141% 939
MFA
1999
Mayflower Financial Advisors
Massachusetts
$761M +$40.8M +6% 4.72% 53.2% 375
RGREA
2000
Ranger Global Real Estate Advisors
Colorado
$761M +$70.5M +10% 0.38% 18.4% 32