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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
OCM
1976
Opti Capital Management
New York
$585M +$97.2M +20% 0% 0.02% 31 0%
DWM
1977
Dakota Wealth Management
Florida
$584M +$126M +28% 18.3% 93% 293 19.11%
AHC
1978
Adell Harriman & Carpenter
Texas
$584M +$112M +24% 23.7% 128% 132 8.33%
RP
1979
RR Partners
New York
$584M +$80.1M +16% 21.9% 73.3% 20 0%
BWM
1980
BerganKDV Wealth Management
Minnesota
$584M +$95.7M +20% 14.7% 27.9% 1,146 26.7%
TW
1981
Transform Wealth
Colorado
$584M +$115M +24% 21.5% 48.4% 242 22.31%
RWM
1982
RKL Wealth Management
Pennsylvania
$583M +$105M +22% 17.8% 54.1% 116 11.21%
SFG
1983
Sather Financial Group
Texas
$583M +$72M +14% 18% 61.5% 61 36.07%
OAMG
1984
Odey Asset Management Group
United Kingdom
$582M -$19.6M -3% 31.1% 259% 115 50.43%
GCM
1985
Gladius Capital Management
Illinois
$579M -$371M -39% 19.7% 63.4% 127 93.7%
BO
1986
BRR OpCo
Ohio
$579M +$56.2M +11% 14.4% 23.6% 190 18.42%
SWM
1987
SeaCrest Wealth Management
New York
$579M +$113M +24% 23.6% 142% 590 20.17%
TFS
1988
TrustCore Financial Services
Tennessee
$578M +$134M +30% 18.1% 28.3% 1,000 18.4%
RM
1989
Resource Management
Louisiana
$578M +$105M +22% 21.1% 82.7% 156 21.15%
NCM
1990
Narwhal Capital Management
Georgia
$577M +$113M +24% 22.8% 93.8% 146 18.49%
AWA
1991
Arete Wealth Advisors
Illinois
$577M +$69.1M +14% 18.7% 63.9% 412 27.67%
NCM
1992
Newfoundland Capital Management
Brazil
$576M +$113M +24% 23.6% 49.5% 82 56.1%
MHIC
1993
Marble Harbor Investment Counsel
Massachusetts
$575M +$67M +13% 22.3% 55.1% 167 13.77%
PP
1994
Prospector Partners
Connecticut
$575M +$45.6M +9% 15.3% 53.6% 120 20%
KFA
1995
Kays Financial Advisory
Georgia
$575M +$87.5M +18% 16.6% 23.3% 96 10.42%
LCAM
1996
London & Capital Asset Management
United Kingdom
$575M +$149M +35% 15.2% 58.1% 110 30.91%
IL
1997
Investure LLC
Virginia
$575M +$81.1M +16% 19.5% 46.1% 16 62.5%
CWM
1998
Campbell Wealth Management
Virginia
$574M +$116M +25% 15.5% 11.2% 379 86.81%
JAFL
1999
Jay A. Fishman Ltd
Michigan
$573M +$117M +26% 27.9% 107% 87 8.05%
CEI
2000
Clark Estates Inc
New York
$572M +$80.2M +16% 20% 31.4% 114 30.7%