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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)
Pictet North America Advisors
1976
Pictet North America Advisors
Switzerland
$789M +$78.2M +11% 11.3% 67.7% 129 10.08% 3.1
KAS
1977
Kemnay Advisory Services
New York
$789M +$67.9M +9% 13.4% 167% 114 50.88% 2.2
McDaniel Terry & Co
1978
McDaniel Terry & Co
Texas
$789M +$82M +12% 11% 76.6% 87 6.9% 3.9
SFMG Wealth Advisors
1979
SFMG Wealth Advisors
Texas
$789M +$63.6M +9% 8.44% 85.1% 238 25.21% 2.1
Grassi Investment Management
1980
Grassi Investment Management
California
$788M +$83M +12% 15.3% 170% 143 15.38% 3.7
Silverback Asset Management
1981
Silverback Asset Management
North Carolina
$787M +$310M +65% 0.17% 92.1% 58 8.62% 0.7
AIC
1982
AWM Investment Company
New York
$787M +$177M +29% 37.7% 778% 107 28.04% 2.1
M Holdings Securities
1983
M Holdings Securities
Oregon
$784M +$157M +25% 14.1% 94.1% 187 18.18% 2.6
Trigran Investments
1984
Trigran Investments
Illinois
$784M +$231M +42% 37% 44.7% 20 10% 3
TrustCore Financial Services
1985
TrustCore Financial Services
Tennessee
$783M +$125M +19% 14.9% 28.3% 992 19.35% 1.6
JIM
1986
JB Investments Management
Pennsylvania
$783M – – 63.2% – 7 – 0
Beese Fulmer Investment Management
1987
Beese Fulmer Investment Management
Ohio
$783M +$76.8M +11% 12.5% 124% 216 12.96% 4.1
ALAM
1988
Asahi Life Asset Management
Japan
$782M +$104M +15% 12.7% 133% 287 51.92% 0.9
Oxbow Advisors
1989
Oxbow Advisors
Texas
$781M -$7.24M -0.9% 9.29% 75.5% 292 18.15% 3.1
Main Management
1990
Main Management
California
$781M +$69M +10% 14.3% 64.1% 134 10.45% 2.4
Berry Street Capital Management
1991
Berry Street Capital Management
United Kingdom
$780M – – 27.2% 331% 73 – 0
Summit Creek Advisors
1992
Summit Creek Advisors
Minnesota
$779M +$106M +16% 29.3% 84.6% 73 10.96% 2.6
Sixth Street Partners
1993
Sixth Street Partners
Texas
$778M +$311M +67% 31.4% 10.1% 7 14.29% 0.5
Mirova
1994
Mirova
France
$778M +$156M +25% 20.4% 86.7% 236 47.88% 1
CC
1995
Cornerstone Capital
California
$777M +$83.3M +12% 12.2% 102% 87 8.05% 4
St. James Investment Company
1996
St. James Investment Company
Texas
$776M +$55.5M +8% 12.2% 48.4% 38 13.16% 1.7
AAM
1997
Autus Asset Management
Arizona
$776M +$21.4M +3% 12.4% 26.3% 160 10% 4.9
Nexus Investment Management
1998
Nexus Investment Management
Ontario, Canada
$776M +$115M +17% 19.3% 93.5% 70 10% 5.2
Johnson & Johnson Innovation - JJDC
1999
Johnson & Johnson Innovation - JJDC
New Jersey
$775M +$279M +56% 76.6% – 17 17.65% 0.8
B. Riley Wealth Management
2000
B. Riley Wealth Management
Tennessee
$775M -$72.6M -9% 11.9% 32.2% 496 38.1% 1.5