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
FMBTD
1976
First Midwest Bank Trust Division
Illinois
$640M +$26.8M +4% 8.87% 107% 377 15.65%
HIC
1977
Harvey Investment Company
Kentucky
$640M +$50.1M +8% 10% 48.4% 89 6.74%
GC
1978
Gratus Capital
Georgia
$639M +$46.1M +8% 7.57% 51.4% 183 19.67%
PFM
1979
Phillips Financial Management
Indiana
$639M +$28.2M +5% 4% 33.6% 87 8.05%
SFSG
1980
Stearns Financial Services Group
North Carolina
$639M +$2.25M +0.4% 5.44% 26.1% 216 11.57%
RGREA
1981
Ranger Global Real Estate Advisors
Colorado
$638M +$140M +28% 1.54% 18% 34 23.53%
RC
1982
Roundview Capital
New Jersey
$637M +$48.6M +8% 8.96% 63.2% 248 9.68%
SFG
1983
SNS Financial Group
Minnesota
$637M +$85.6M +16% 7.09% 41.8% 224 19.2%
CTA
1984
Colonial Trust Advisors
South Carolina
$636M +$50.3M +9% 10.7% 68.3% 158 8.23%
AIP
1985
ARS Investment Partners
New York
$636M +$105M +20% 10.6% 260% 118 45.76%
CCA
1986
Clearwater Capital Advisors
Illinois
$636M +$38.1M +6% 4.88% 35% 142 5.63%
LC
1987
Lavaca Capital
Texas
$636M +$322M +102% 8.45% 32% 123 45.53%
CC
1988
CCMP Capital
New York
$636M -$185M -23% 22.5% 12.3% 1 0%
FCM
1989
FJ Capital Management
Virginia
$636M -$9.17M -1% 5.86% 63.9% 100 41%
AP
1990
Archon Partners
New Jersey
$636M +$85.2M +15% 15.3% 88.8% 56 19.64%
HT
1991
HighTower Trust
Texas
$635M -$21.5M -3% 2.28% 90.4% 115 12.17%
DWM
1992
Dakota Wealth Management
Florida
$635M +$50.1M +9% 8.86% 93% 312 17.95%
ECM
1993
Engle Capital Management
Connecticut
$634M +$13.9M +2% 14.6% 289% 29 51.72%
WP
1994
Wedgewood Partners
Missouri
$632M +$42.1M +7% 9.99% 71.7% 39 12.82%
BWM
1995
BerganKDV Wealth Management
Minnesota
$632M +$48.2M +8% 5.82% 27.9% 1,048 15.17%
JAFL
1996
Jay A. Fishman Ltd
Michigan
$632M +$59M +10% 13% 107% 89 6.74%
JLBC
1997
J.L. Bainbridge & Co
Florida
$631M +$81.2M +15% 8.01% 93.8% 83 19.28%
WSCM
1998
Wellington Shields Capital Management
New York
$631M +$7.52M +1% 11.7% 80.5% 252 17.46%
EPC
1999
Emerson Point Capital
New York
$630M +$104M +20% 15% 94.8% 37 13.51%
QCMNJ
2000
Quantum Capital Management (New Jersey)
New Jersey
$630M +$59.8M +10% 12.7% 33.4% 36 11.11%