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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KCPG
1976
Kavar Capital Partners Group
Kansas
$895M +$434M +94% 8.76% 59% 170
AL
1977
Arnhold LLC
New York
$895M +$56.1M +7% 11.6% 77.1% 133
SBCM
1978
Schwerin Boyle Capital Management
Massachusetts
$895M +$43M +5% 9.91% 91% 53
MCM
1979
Mason Capital Management
New York
$894M -$269M -23% 1.84% 24.4% 9
CCA
1980
Clearwater Capital Advisors
Illinois
$892M +$76.3M +9% 8.65% 32.9% 159
FAAM
1981
First Ascent Asset Management
Colorado
$892M +$118M +15% 8.85% 4.18% 53
BST
1982
Bath Savings Trust
Maine
$892M +$78.2M +10% 10% 59.3% 162
BFS
1983
Bard Financial Services
Connecticut
$892M +$82.8M +10% 9.96% 64.1% 240
NPT
1984
Nixon Peabody Trust
Massachusetts
$892M +$772M +647% 11% 82.1% 131
BONST
1985
Bank of Nova Scotia Trust
Ontario, Canada
$891M +$49.2M +6% 11% 33.2% 140
CIS
1986
Connors Investor Services
Pennsylvania
$890M +$78.2M +10% 12.2% 117% 164
UAS
1987
United Asset Strategies
New York
$890M +$117M +15% 11.8% 89.4% 254
RM
1988
Redpoint Management
California
$890M +$404M +83% 37.9% 135% 10
KI
1989
Koch Industries
Kansas
$889M -$257M -22% 6.29% 58.3% 9
EC
1990
Euclidean Capital
New York
$889M +$430M +94% 11.9% 17.7% 13
SAM
1991
Sawgrass Asset Management
Florida
$887M +$65M +8% 11.5% 77.6% 215
FFW
1992
Fusion Family Wealth
New York
$887M +$78.5M +10% 9.74% 44.2% 47
CC
1993
Criteria Caixa
Spain
$887M +$84.4M +11% 11.5% 42.9% 27
DLIC
1994
Daido Life Insurance Company
Japan
$886M +$125M +16% 11.4% 61.5% 6
SIA
1995
Soltis Investment Advisors
Utah
$886M +$109M +14% 11.2% 59.9% 306
SFM
1996
Stack Financial Management
Montana
$886M +$27.2M +3% 7.68% 54.1% 46
SFG
1997
StrategIQ Financial Group
Indiana
$885M +$21.2M +2% 8.82% 12.6% 326
MHS
1998
M Holdings Securities
Oregon
$885M +$127M +17% 10.8% 55.1% 218
BCM
1999
Bowie Capital Management
Texas
$885M +$123M +16% 13.9% 80.6% 33
MIA
2000
MainStreet Investment Advisors
Illinois
$885M +$26.3M +3% 10.3% 48.1% 187