We are live on ! Find out more

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
BWM
1976
Baystate Wealth Management
Massachusetts
$566M -$108M -16% 3.92% 14.6% 719 8.76%
SFM
1977
Signature Financial Management
Virginia
$566M +$93.1M +20% 5.37% 20.8% 172 10.47%
SRF
1978
Silver Rock Financial
California
$565M +$110M +24% 4.26% 6.77% 34 17.65%
VWM
1979
Venturi Wealth Management
Texas
$565M +$28.6M +5% 6.69% 101% 176 11.36%
EWM
1980
Empirical Wealth Management
Washington
$564M +$30.1M +6% 2.03% 78.8% 225 22.67%
RCM
1981
Raging Capital Management
New Jersey
$564M -$102M -15% 4.07% 6.41% 31 32.26%
GP
1982
Girard Partners
Pennsylvania
$564M +$34.3M +6% 7.68% 25.7% 982 73.22%
BJ
1983
Brouwer & Janachowski
California
$563M +$41.6M +8% 4.34% 41.8% 53 9.43%
MHIC
1984
Marble Harbor Investment Counsel
Massachusetts
$563M +$37.4M +7% 8.21% 55.1% 155 5.81%
LCM
1985
Lonestar Capital Management
California
$563M +$261M +86% 1.34% 237% 23 26.09%
HA
1986
Halsey Associates
Connecticut
$562M +$47.4M +9% 9.21% 63.8% 97 9.28%
HEIP
1987
Hudson Edge Investment Partners
New Jersey
$562M +$25.8M +5% 5.6% 46.8% 158 8.23%
CNBT
1988
Canandaigua National Bank & Trust
New York
$562M +$40.9M +8% 7.94% 356 12.36%
TIM
1989
Thompson Investment Management
Wisconsin
$561M +$13.1M +2% 4.35% 83.5% 186 9.14%
LRPA
1990
L. Roy Papp & Associates
Arizona
$560M +$31.3M +6% 8.27% 64.3% 163 6.13%
PCM
1991
Prime Capital Management
Hong Kong
$559M -$45.3M -7% 6.48% 401% 4 0%
IL
1992
Investure LLC
Virginia
$559M -$288M -34% 2.15% 46.1% 15 0%
ACM
1993
Atika Capital Management
New York
$558M +$37.6M +7% 23.5% 553% 112 45.54%
SC
1994
Savant Capital
Illinois
$557M +$88.7M +19% 5.43% 51.8% 308 8.77%
CGM
1995
Centenus Global Management
New York
$557M +$21.4M +4% 2.85% 168 69.05%
IAA
1996
Independent Advisor Alliance
North Carolina
$555M +$74.8M +16% 6.69% 99.5% 424 24.06%
GAM
1997
Guinness Asset Management
United Kingdom
$553M +$42.8M +8% 3.29% 57.8% 103 4.85%
OCM
1998
One Capital Management
California
$553M +$25M +5% 3.11% 44.2% 177 9.04%
BWFA
1999
Baltimore-Washington Financial Advisors
Maryland
$553M +$48.9M +10% 6.04% 70.7% 102 18.63%
EC
2000
Estate Counselors
Wisconsin
$553M +$25M +5% 2.91% 52.1% 70 18.57%