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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
TF
1976
Trek Financial
Arizona
$581M +$27M +5% 3.36% 109% 144 27.08%
GWM
1977
Greenwich Wealth Management
Connecticut
$581M +$14.7M +3% 2.43% 163% 213 18.78%
BJ
1978
Brouwer & Janachowski
California
$581M +$19M +3% 3.03% 41.8% 50 4%
BPCE
1979
Bank Pictet & Cie (Europe)
Germany
$580M -$5.05M -0.9% 4.09% 99.4% 175 20%
MHIC
1980
Marble Harbor Investment Counsel
Massachusetts
$579M +$16.7M +3% 3.09% 55.1% 153 7.19%
HR
1981
Howe & Rusling
New York
$579M +$1.24M +0.2% 1.8% 66.1% 911 19.54%
JFG
1982
Jefferies Financial Group
New York
$578M -$425M -42% 4.4% 104% 51 82.35%
TNB
1983
Thomasville National Bank
Georgia
$577M +$35.4M +7% 4.89% 198 8.08%
RM
1984
Resource Management
Louisiana
$577M +$21.2M +4% 2.4% 82.7% 148 12.84%
H
1985
HoyleCohen
California
$576M +$9.02M +2% 3.76% 46.1% 186 5.91%
CCMD
1986
Cypress Capital Management (Delaware)
Delaware
$576M +$34.9M +6% 2.09% 25.6% 162 8.02%
FBFS
1987
First Business Financial Services
Wisconsin
$576M +$14.6M +3% 3.25% 74% 120 15%
GACM
1988
Global Alpha Capital Management
Quebec, Canada
$575M +$50.9M +10% 6.63% 61.1% 40 12.5%
NFAM
1989
North Fourth Asset Management
New Jersey
$574M +$121M +27% 7.85% 104% 90 83.33%
LWA
1990
Lenox Wealth Advisors
New York
$573M +$40.2M +8% 2.25% 35.7% 687 48.03%
WC
1991
Woodstock Corp
Massachusetts
$573M +$14.6M +3% 4.34% 96.1% 164 1.83%
EA
1992
Efficient Advisors
Ohio
$573M +$639K +0.1% 1.13% 30.6% 50 2%
TMAM
1993
Tokio Marine Asset Management
Japan
$572M +$33.6M +6% 7.56% 105% 246 26.42%
FNT
1994
First Nebraska Trust
Nebraska
$572M +$17.1M +3% 4.54% 48% 148 4.05%
SCM
1995
SIR Capital Management
New York
$572M +$27.5M +5% 6.34% 80% 73 64.38%
GFWEX
1996
G.F.W. Energy XI
Texas
$572M -$269M -32% 30.9% 2 0%
CLC
1997
Charles-Lim Capital
Hong Kong
$571M +$85.4M +18% 33.3% 21.5% 4 25%
ED
1998
Exane Derivatives
France
$571M +$64.7M +13% 1.34% 42.7% 757 27.61%
AL
1999
Arnhold LLC
New York
$570M +$14.3M +3% 3.53% 156% 139 12.23%
PFMOSF
2000
Philadelphia Financial Management of San Francisco
California
$569M -$24.6M -4% 5.73% 174% 62 62.9%