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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 Avg Holding
Period (Yrs)
Highline Capital Management
1976
Highline Capital Management
New York
$631M -$54M -8% 18.7% 198% 31 48.39% 0.8
Transform Wealth
1977
Transform Wealth
Colorado
$631M +$67.2M +12% 9.95% 48.4% 235 14.04% 1.5
HoyleCohen
1978
HoyleCohen
California
$629M +$43M +7% 10.3% 46.1% 200 7.5% 1.6
Petrus Trust Company
1979
Petrus Trust Company
Texas
$628M +$62.8M +11% 9.79% 36.9% 386 57.51% 0.8
Fiduciary Group
1980
Fiduciary Group
Georgia
$627M +$55.4M +10% 7% 67.1% 202 7.92% 3.5
Ardsley Advisory Partners
1981
Ardsley Advisory Partners
Connecticut
$627M +$181M +41% 15% 555% 210 64.76% 0.7
Alaska Wealth Advisors
1982
Alaska Wealth Advisors
Alaska
$626M -$203M -24% 4.78% 44.3% 75 68% 0.5
Northcape Capital
1983
Northcape Capital
Australia
$625M +$57.8M +10% 13.3% – 18 11.11% 2.1
Kentucky Retirement Systems Insurance Trust Fund
1984
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$625M +$53.7M +9% 9.62% 115% 456 5.04% 4.6
Sector Gamma AS
1985
Sector Gamma AS
Norway
$624M +$32.5M +5% 15.8% 35.3% 39 17.95% 1.8
DTL
1986
Dynamic Technology Lab
Singapore
$624M +$54.5M +10% 7.24% 30.8% 1,469 75.02% 0.2
Dakota Wealth Management
1987
Dakota Wealth Management
Florida
$624M +$42.8M +7% 5.42% 112% 324 11.11% 1.6
Callahan Advisors
1988
Callahan Advisors
Texas
$624M +$51.2M +9% 9.27% 87.7% 142 9.86% 4.1
Avior Wealth Management
1989
Avior Wealth Management
Nebraska
$624M +$53M +9% 7.37% 71.4% 919 15.23% 2.4
FWM
1990
Frontier Wealth Management
Missouri
$624M -$53.3M -8% 11.3% 42.8% 332 15.66% 3
BTS Asset Management
1991
BTS Asset Management
Massachusetts
$624M -$108M -15% 0.77% 8.8% 20 10% 0.7
Alpha Omega Wealth Management
1992
Alpha Omega Wealth Management
Virginia
$623M +$6.82M +1% 8.93% 65.9% 221 5.43% 2.7
Fiduciary Trust International
1993
Fiduciary Trust International
Massachusetts
$623M +$137M +28% 9.61% 36.8% 155 22.58% 2.1
Resource Management
1994
Resource Management
Louisiana
$622M +$48.9M +9% 8.1% 82.7% 155 11.61% 1.6
London & Capital Asset Management
1995
London & Capital Asset Management
United Kingdom
$622M +$36.3M +6% 5.28% 88.8% 99 22.22% 0.8
TP
1996
Thunderbird Partners
United Kingdom
$622M -$117M -16% 11.8% 38% 8 25% 1.5
KC
1997
KCL Capital
New York
$621M -$22M -3% 18% 106% 47 76.6% 0.3
Navellier & Associates
1998
Navellier & Associates
Nevada
$621M +$16.7M +3% 9.81% 361% 329 32.52% 1.4
Beryl Capital Management
1999
Beryl Capital Management
California
$620M +$233M +60% 39.2% 3,932% 70 90% 0
Dividend Assets Capital
2000
Dividend Assets Capital
South Carolina
$620M -$882K -0.1% 1.81% 67.4% 197 8.12% 3.4