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
DGM
1976
Delta Global Management
New York
$1.22B -$153M -11% 234
BFS
1977
Baskin Financial Services
Ontario, Canada
$1.22B -$107M -8% 56
GC
1978
Gillson Capital
Illinois
$1.22B -$308M -20% 105
CCM
1979
Coliseum Capital Management
Connecticut
$1.22B -$690K -0.1% 13
CET
1980
Clean Energy Transition
United Kingdom
$1.22B +$20.9M +2% 17
AG
1981
Atairos Group
Pennsylvania
$1.22B -$430M -26% 4
DPI
1982
Diversified Portfolios Inc
Michigan
$1.22B +$15.8M +1% 190
SFGP
1983
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.22B +$45.5M +4% 278
SCM
1984
SG Capital Management
Illinois
$1.22B +$302M +33% 104
KB
1985
Kimelman & Baird
New York
$1.22B -$86.4M -7% 275
NPIC
1986
Neumeier Poma Investment Counsel
California
$1.21B +$3.31M +0.3% 45
SW
1987
SlateStone Wealth
Florida
$1.21B +$18M +2% 307
CS
1988
Central Securities
New York
$1.21B -$32.1M -3% 31
TIM
1989
Tortoise Investment Management
New York
$1.21B +$72.5M +6% 259
LWIC
1990
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.21B -$123M -9% 95
MB
1991
MidFirst Bank
Oklahoma
$1.21B -$46.8M -4% 1,018
TWM
1992
Tanglewood Wealth Management
Texas
$1.21B +$117M +11% 40
RCYC
1993
Richard C. Young & Co
Rhode Island
$1.21B +$91.2M +8% 95
HCM
1994
Hodges Capital Management
Texas
$1.21B +$59.6M +5% 223
DN
1995
Danmarks Nationalbank
$1.2B +$84.2M +8% 1
VC
1996
Vivo Capital
California
$1.2B -$344M -22% 55
APM
1997
a16z Perennial Management
California
$1.2B -$58.5M -5% 172
DIP
1998
DT Investment Partners
Pennsylvania
$1.2B -$6.17M -0.5% 551
WC
1999
Whitney & Co
New York
$1.2B -$55.1M -4% 183
JFA
2000
JNBA Financial Advisors
Minnesota
$1.2B +$56M +5% 895