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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BFS
1976
Bard Financial Services
Connecticut
$967M +$25.6M +3% 4.74% 64.1% 238
PAM
1977
Palisade Asset Management
Minnesota
$967M -$59.5M -6% 0.39% 49.5% 408
LFCM
1978
Long Focus Capital Management
Puerto Rico
$967M +$101M +12% 2.79% 43.5% 97
RP
1979
Regal Partners
Australia
$965M -$29.4M -3% 3.32% 86.7% 62
NIP
1980
Nicholas Investment Partners
California
$964M -$12.5M -1% 7.78% 286% 248
CA
1981
CoreCap Advisors
Michigan
$963M -$925M -49% 4.37% 2,694
TCBWMS
1982
Texas Capital Bank Wealth Management Services
Texas
$962M +$51.7M +6% 4.33% 74% 223
CA
1983
Callahan Advisors
Texas
$962M +$8.28M +0.9% 1.46% 75.1% 152
HCM
1984
Hengehold Capital Management
Ohio
$961M +$23M +2% 1.29% 38.9% 198
CIS
1985
Connors Investor Services
Pennsylvania
$961M +$12.2M +1% 4.15% 117% 164
TCM
1986
TCG Crossover Management
California
$960M -$305M -24% 11.2% 997% 35
WSIB
1987
Washington State Investment Board
Washington
$959M +$326M +52% 51.7% 544% 2
COCM
1988
Charter Oak Capital Management
New Hampshire
$958M +$25.2M +3% 1.57% 40.1% 190
HIA
1989
Harbor Investment Advisory
Maryland
$958M +$1.12M +0.1% 3.15% 75.5% 1,479
SEC
1990
Seven Eight Capital
New York
$958M -$53.5K -0% 2.43% 13.6% 932
SWP
1991
Strategic Wealth Partners
Ohio
$958M +$46.1M +5% 1.49% 312
GC
1992
Globeflex Capital
California
$957M -$69.4M -7% 1.49% 110% 537
MIM
1993
Morningstar Investment Management
Illinois
$957M +$34.8M +4% 3.04% 44.6% 205
FCM
1994
FJ Capital Management
Virginia
$956M -$26.6M -3% 0.57% 28.4% 142
TI
1995
Trigran Investments
Illinois
$956M -$75.3M -7% 4.27% 2.04% 22
TCM
1996
TD Capital Management
Tennessee
$956M +$18.3M +2% 1.43% 36.1% 541
SL
1997
Sonnipe Ltd
Isle Of Man
$956M +$6.55M +0.7% 6.59% 21
KCM
1998
Kynam Capital Management
New Jersey
$955M +$56.3M +6% 0.52% 164% 27
TF
1999
Tompkins Financial
New York
$955M +$70.6M +8% 4.29% 60.8% 658
JC
2000
Jacobs & Co
California
$954M +$9.5M +1% 3.23% 71.6% 125