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

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SVCF
1976
Silicon Valley Community Foundation
California
$832M +$137M +20% 18
CU
1977
CQS (US)
New York
$832M +$39.3M +5% 76
CM
1978
Capula Management
Cayman Islands
$831M -$319M -28% 547
LC
1979
L1 Capital
Australia
$831M +$113M +16% 16
CST
1980
Charles Schwab Trust
Nevada
$830M +$1.54M +0.2% 146
AF
1981
Arrow Financial
New York
$829M +$61.6M +8% 329
HEC
1982
Hudson Executive Capital
New York
$829M -$10.1M -1% 6
QCMNJ
1983
Quantum Capital Management (New Jersey)
New Jersey
$829M +$54.4M +7% 26
VC
1984
Voss Capital
Texas
$828M +$50.4M +6% 60
CC
1985
Criteria Caixa
Spain
$828M +$8.32M +1% 29
TLFA
1986
True Link Financial Advisors
California
$828M +$28.9M +4% 123
II
1987
Inspire Investing
Idaho
$827M +$40.9M +5% 835
SGCIA
1988
Smith Graham & Co Investment Advisors
Texas
$827M +$3.74M +0.5% 142
BFG
1989
Bouchey Financial Group
New York
$826M +$69.3M +9% 117
PCMF
1990
Private Capital Management (Florida)
Florida
$826M -$12.2M -1% 142
GCP
1991
Greenoaks Capital Partners
California
$826M +$139M +20% 15
JAFL
1992
Jay A. Fishman Ltd
Michigan
$825M +$42.3M +5% 103
IB
1993
Intrust Bank
Kansas
$825M +$44M +6% 400
NCM
1994
Nantahala Capital Management
Connecticut
$824M -$219M -21% 132
SAF
1995
Smith Anglin Financial
Texas
$824M +$153M +23% 183
ICP
1996
Ironvine Capital Partners
Nebraska
$824M +$30.9M +4% 45
MIA
1997
MMBG Investment Advisors
Florida
$824M +$34.4M +4% 165
CA
1998
Callahan Advisors
Texas
$823M +$48.7M +6% 142
OAM
1999
Oberweis Asset Management
Illinois
$823M +$178M +28% 206
CA
2000
CapWealth Advisors
Tennessee
$820M +$18.2M +2% 104