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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
NIA
1976
Northstar Investment Advisors
Colorado
$365M +$31.4M +9% 4.83% 85.8% 123 21.95%
AI
1977
Alphabet Inc
California
$365M 21.7% 350% 4
TP
1978
TB Partners
China
$363M -$24.6M -6% 5.06% 3 0%
LG
1979
LaFleur & Godfrey
Michigan
$363M +$14.4M +4% 7.89% 85.2% 73 6.85%
PWM
1980
Patriot Wealth Management
Texas
$363M +$24.8M +7% 8.4% 24.3% 60 13.33%
BCM
1981
Brookmont Capital Management
Texas
$363M +$55.3M +18% 8.16% 36.6% 43 0%
SSWM
1982
Sheets Smith Wealth Management
North Carolina
$363M +$55.1M +18% 11% 75.8% 282 24.47%
AP
1983
Archon Partners
New Jersey
$362M +$31.9M +10% 13% 88.8% 68 29.41%
LOM
1984
Loeb Offshore Management
New York
$362M +$38.1M +12% 16.5% 336 74.7%
NCM
1985
Novare Capital Management
North Carolina
$362M +$40.4M +13% 10.2% 65.7% 124 11.29%
ST
1986
Sentinel Trust
Texas
$361M +$26.7M +8% 8.33% 79.2% 200 20.5%
FOAM
1987
Five Oceans Asset Management
Australia
$361M +$22.3M +7% 8.84% 49 10.2%
3NC
1988
300 North Capital
California
$361M -$68.1M -16% 10.4% 126 23.81%
BSB
1989
Bangor Savings Bank
Maine
$360M +$30.5M +9% 6.2% 49.6% 146 12.33%
SFM
1990
Sphera Funds Management
Israel
$359M 9.45% 218% 96
AIM
1991
ARGA Investment Management
Connecticut
$359M +$97.9M +38% 5.54% 72.2% 43 16.28%
AAM
1992
Archipel Asset Management
Sweden
$359M -$128M -26% 6.2% 101 75.25%
BCM
1993
Beddow Capital Management
Wyoming
$357M +$21.5M +6% 8.45% 50.7% 47 8.51%
SCM
1994
Stadium Capital Management
Connecticut
$357M -$24.1M -6% 12.1% 11% 15 20%
CF
1995
Cypress Funds
California
$355M +$57.6M +19% 13% 114% 23 34.78%
CCM
1996
Cohen Capital Management
California
$355M +$30.4M +9% 7.6% 83.9% 126 4.76%
FTI
1997
Fiduciary Trust International
Massachusetts
$355M +$55.8M +19% 5.37% 36.8% 143 18.88%
ZAM
1998
Zevin Asset Management
Massachusetts
$354M +$27.3M +8% 6.28% 57.5% 135 14.07%
CV
1999
Clarus Ventures
Massachusetts
$354M 41.1% 70.3% 6
EWM
2000
Empirical Wealth Management
Washington
$354M +$33.9M +11% 1.47% 78.8% 98 15.31%