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
LCS
1976
Levin Capital Strategies
New York
$901M +$99.9M +12% 290
SCM
1977
Soleus Capital Management
Connecticut
$901M -$91.3M -9% 107
FFS
1978
Founders Financial Securities
Maryland
$901M +$129M +17% 392
LGM
1979
Logos Global Management
California
$899M +$198M +28% 71
WA
1980
WBH Advisory
Maryland
$899M +$84.2M +10% 313
TSAM
1981
Trinity Street Asset Management
United Kingdom
$899M +$120M +15% 22
GEM
1982
Global Endowment Management
North Carolina
$898M -$36.1M -4% 139
CPA
1983
Cardiff Park Advisors
California
$898M +$108M +14% 341
BOPW
1984
Brandywine Oak Private Wealth
Pennsylvania
$898M +$57.6M +7% 237
N
1985
Naspers
South Africa
$898M -$1.36B -60% 4
AAP
1986
Arax Advisory Partners
Colorado
$898M +$94.7M +12% 1,457
CGA
1987
Crescent Grove Advisors
Illinois
$897M +$94.2M +12% 302
CC
1988
Clearline Capital
New York
$895M -$115M -11% 135
KCPG
1989
Kavar Capital Partners Group
Kansas
$895M +$434M +94% 170
AL
1990
Arnhold LLC
New York
$895M +$56.1M +7% 133
SBCM
1991
Schwerin Boyle Capital Management
Massachusetts
$895M +$43M +5% 53
MCM
1992
Mason Capital Management
New York
$894M -$269M -23% 9
CCA
1993
Clearwater Capital Advisors
Illinois
$892M +$76.3M +9% 159
FAAM
1994
First Ascent Asset Management
Colorado
$892M +$118M +15% 53
BST
1995
Bath Savings Trust
Maine
$892M +$78.2M +10% 162
BFS
1996
Bard Financial Services
Connecticut
$892M +$82.8M +10% 240
NPT
1997
Nixon Peabody Trust
Massachusetts
$892M +$772M +647% 131
BONST
1998
Bank of Nova Scotia Trust
Ontario, Canada
$891M +$49.2M +6% 140
CIS
1999
Connors Investor Services
Pennsylvania
$890M +$78.2M +10% 164
UAS
2000
United Asset Strategies
New York
$890M +$117M +15% 254