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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
RW
1976
RVW Wealth
California
$1.28B -$25.6M -2% 2.08% 59.3% 193 15.03%
BBA
1977
Baader Bank Aktiengesellschaft
Germany
$1.28B -$174M -12% 1.75% 155% 574 51.39%
NP
1978
Nilsine Partners
Colorado
$1.28B +$125M +11% 3.77% 117% 470 26.38%
PIM
1979
Penobscot Investment Management
Massachusetts
$1.28B -$49.4M -4% 1.1% 103% 325 7.38%
SA
1980
Sovran Advisors
California
$1.27B +$97.5M +8% 1.69% 618 17.31%
FBCM
1981
Fort Baker Capital Management
California
$1.27B +$358M +39% 4.15% 41% 166 59.04%
CAM
1982
Cozad Asset Management
Illinois
$1.27B -$16.9M -1% 0.54% 94% 441 8.84%
EIA
1983
Edgemoor Investment Advisors
Maryland
$1.27B -$17.5M -1% 0.61% 88.5% 179 7.26%
HIA
1984
Harbor Investment Advisory
Maryland
$1.27B -$61.3M -5% 0.73% 90.8% 1,375 20.87%
RWB
1985
RMR Wealth Builders
New Jersey
$1.27B +$20M +2% 2.55% 81.6% 295 12.88%
SFS
1986
Summit Financial Strategies
Ohio
$1.27B +$52.1M +4% 0.39% 57.8% 180 13.33%
PEGL
1987
P/E Global LLC
Massachusetts
$1.27B -$119M -9% 3.88% 40.8% 7 28.57%
PIS
1988
PPSC Investment Service
Japan
$1.27B -$71.9M -5% 6.6% 161% 8 0%
TC
1989
Teilinger Capital
Texas
$1.27B -$661M -34% 7.13% 35.7% 18 50%
CA
1990
CGN Advisors
Kansas
$1.27B +$3.85M +0.3% 0.71% 44.2% 326 6.75%
GAM
1991
Gemmer Asset Management
California
$1.27B -$33.4M -3% 0.17% 90.5% 183 13.66%
NCM
1992
Novare Capital Management
North Carolina
$1.26B -$72.7M -5% 2.18% 65.7% 207 11.59%
TWP
1993
Triad Wealth Partners
Kansas
$1.26B +$209M +20% 1.06% 526 21.67%
TBC
1994
Tweedy, Browne Co
Connecticut
$1.26B +$20.3M +2% 4.5% 71.5% 102 14.71%
NPT
1995
Nixon Peabody Trust
Massachusetts
$1.26B -$62.4M -5% 1.68% 75.5% 170 11.18%
UAS
1996
United Asset Strategies
New York
$1.26B -$38.6M -3% 1.29% 94.6% 279 13.98%
HP
1997
Harvey Partners
New York
$1.26B +$128M +11% 13.8% 124% 51 21.57%
DAM
1998
Dorsey Asset Management
Illinois
$1.26B +$105M +9% 5.76% 92.5% 14 50%
TF
1999
Tompkins Financial
New York
$1.26B -$30.3M -2% 0.6% 74.1% 683 24.16%
PIA
2000
Perennial Investment Advisors
California
$1.26B -$13.2M -1% 2.9% 68.4% 560 17.5%