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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
DAS
1976
Dynamic Advisor Solutions
Arizona
$471M -$11.4M -2% 8.67% 64% 463 25.7%
SWM
1977
SigFig Wealth Management
California
$470M -$13.6M -3% 9.39% 43.3% 47 8.51%
IVAV
1978
Index Venture Associates VI
Jersey
$470M 2.11% 269% 1
BC
1979
Bruce & Co
Illinois
$470M -$46.4M -9% 6.38% 65.7% 50 20%
PC
1980
PM Capital
Australia
$469M -$115M -20% 16.8% 105% 26 23.08%
MAM
1981
Myriad Asset Management
Hong Kong
$469M -$224M -32% 0.72% 149% 101 57.43%
ACP
1982
Atalan Capital Partners
New York
$469M +$48.4M +12% 19.2% 185% 11 18.18%
CGA
1983
Crescent Grove Advisors
Illinois
$469M +$6.3M +1% 12.3% 51.2% 170 24.12%
RCYC
1984
Richard C. Young & Co
Rhode Island
$468M -$57.3M -11% 9.24% 80.3% 72 19.44%
CA
1985
Callahan Advisors
Texas
$468M -$70.6M -13% 10.7% 75.6% 142 10.56%
GEM
1986
Global Endowment Management
North Carolina
$468M -$286M -38% 12.4% 35.8% 246 48.37%
PFM
1987
Phillips Financial Management
Indiana
$468M -$18M -4% 9.3% 33.6% 78 11.54%
GCM
1988
Glynn Capital Management
California
$468M -$29.3M -6% 14.2% 126% 44 9.09%
BFS
1989
Baskin Financial Services
Ontario, Canada
$466M -$85.3M -15% 14.5% 60% 43 4.65%
TIM
1990
Triodos Investment Management
Netherlands
$465M -$112M -19% 7.78% 67.4% 46 8.7%
OIM
1991
Opus Investment Management
Massachusetts
$465M -$110M -19% 8.71% 44.3% 90 5.56%
BFG
1992
Barber Financial Group
Kansas
$465M +$48.7M +12% 8.63% 39% 151 25.17%
CIC
1993
Cutler Investment Counsel
Oregon
$465M -$69.7M -13% 8.23% 56.2% 96 7.29%
PCM
1994
Prana Capital Management
Connecticut
$465M +$2.9M +0.6% 15.6% 32.3% 59 67.8%
PCG
1995
Private Capital Group
Connecticut
$464M -$35.5M -7% 12.4% 30.1% 2,557 14.43%
CF
1996
CNA Financial
Illinois
$463M -$20.6M -4% 15.9% 50.5% 194 12.89%
NG
1997
NatWest Group
United Kingdom
$463M -$79.9M -15% 14.5% 186% 79 10.13%
MWM
1998
Merriman Wealth Management
Washington
$463M -$5.81M -1% 9.46% 18.3% 223 46.64%
FRM
1999
Foundation Resource Management
Arkansas
$463M -$54.3M -11% 9.36% 67.8% 60 8.33%
KLWA
2000
Kelly Lawrence W & Associates
California
$463M -$145M -24% 13.3% 58.9% 140 10.71%