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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ITP
1976
Iron Triangle Partners
Connecticut
$966M +$193M +25% 13.4% 134% 39
WC
1977
Woodstock Corp
Massachusetts
$966M +$102M +12% 15.6% 97.4% 168
WP
1978
WealthPLAN Partners
Nebraska
$966M -$6.99M -0.7% 6.12% – 354
KFP
1979
KMG Fiduciary Partners
Ohio
$965M +$107M +12% 12.3% 81.9% 243
FFW
1980
Fusion Family Wealth
New York
$965M +$78M +9% 6.29% 44.2% 43
FHC
1981
First Heartland Consultants
Missouri
$963M +$134M +16% 6.64% 40.6% 443
SMA
1982
Sage Mountain Advisors
Georgia
$962M +$100M +12% 9.02% 61.7% 428
TCM
1983
Tang Capital Management
California
$960M -$122M -11% 46.6% 291% 146
CAM
1984
Cozad Asset Management
Illinois
$960M +$93.2M +11% 12.1% 89.3% 405
GCL
1985
Glazer Capital LLC
New York
$960M -$10M -1% 11.4% 225% 173
GEM
1986
Global Endowment Management
North Carolina
$960M +$61.4M +7% 3.95% 32.7% 142
CGA
1987
Crescent Grove Advisors
Illinois
$959M +$62.2M +7% 5.1% 37.6% 308
SEC
1988
Seven Eight Capital
New York
$958M +$93.2M +11% 5.62% 13.6% 864
PL
1989
Parkwood LLC
Ohio
$957M +$331M +53% 9.56% 82.8% 204
BOPW
1990
Brandywine Oak Private Wealth
Pennsylvania
$957M +$59M +7% 6.05% 43.5% 240
TW
1991
TritonPoint Wealth
Maryland
$957M -$68.1M -7% 6.16% – 327
MGWM
1992
Marks Group Wealth Management
Minnesota
$957M +$79.2M +9% 10.9% 69.3% 307
HIA
1993
Harbor Investment Advisory
Maryland
$957M +$90.1M +10% 8.56% 75.5% 1,370
SI
1994
Symmetry Investments
Jersey
$955M +$409M +75% 8.76% 96.4% 241
TCA
1995
Teewinot Capital Advisers
New York
$955M +$294M +44% 17.5% 211% 27
SCB
1996
Saudi Central Bank
Saudi Arabia
$954M +$130M +16% 16.8% – 7
AIM
1997
Anchor Investment Management
South Carolina
$954M +$80.6M +9% 9.04% 58.6% 1,065
FAT
1998
First American Trust
California
$954M +$146M +18% 9.48% 78.9% 224
GMP
1999
Great Mountain Partners
Connecticut
$954M -$129M -12% 7.39% 66.6% 2
TCMX
2000
Technology Crossover Management X
California
$954M +$105M +12% 37.9% 266% 6
78 79
80
81 82