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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
NCM
1976
Narwhal Capital Management
Georgia
$619M +$41.7M +7% 156
SFG
1977
SNS Financial Group
Minnesota
$619M +$85.8M +16% 193
DLPIC
1978
Davide Leone & Partners Investment Company
United Kingdom
$619M -$91.4M -13% 24
MCM
1979
Maple Capital Management
Vermont
$617M +$107M +21% 105
OC
1980
Oakworth Capital
Alabama
$617M +$60M +11% 635
IA
1981
IFG Advisory
Georgia
$616M +$61.1M +11% 422
SWM
1982
Segment Wealth Management
Texas
$616M +$75M +14% 210
CIA
1983
CCM Investment Advisers
South Carolina
$616M +$28.9M +5% 69
AFA
1984
American Financial Advisors
Georgia
$615M -$9.2M -1% 112
BWA
1985
BDO Wealth Advisors
Florida
$614M +$45.1M +8% 993
SCP
1986
Steamboat Capital Partners
New York
$614M +$76.9M +14% 61
RM
1987
Resource Management
Louisiana
$613M +$35.3M +6% 164
RPGK
1988
Retirement Planning Group (Kansas)
Kansas
$613M +$68.7M +13% 60
TCBWMS
1989
Texas Capital Bank Wealth Management Services
Texas
$613M +$166M +37% 165
DGHMC
1990
Dalton, Greiner, Hartman, Maher & Co
New York
$612M -$405M -40% 180
JC
1991
JBF Capital
Colorado
$612M -$14M -2% 177
WWM
1992
Western Wealth Management
Colorado
$612M +$60.8M +11% 462
KTA
1993
Keeley-Teton Advisors
Illinois
$612M -$23.4M -4% 262
CEI
1994
Clark Estates Inc
New York
$612M +$40.1M +7% 106
CA
1995
Callahan Advisors
Texas
$612M +$47.5M +8% 136
CFIA
1996
Cantor Fitzgerald Investment Advisors
New York
$611M -$864K -0.1% 59
CWM
1997
Campbell Wealth Management
Virginia
$611M +$37.4M +7% 379
SFG
1998
Sage Financial Group
Pennsylvania
$611M +$56.2M +10% 72
MHIC
1999
Marble Harbor Investment Counsel
Massachusetts
$611M +$35.8M +6% 167
AIC
2000
AWM Investment Company
New York
$610M +$39.9M +7% 98