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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
ITP
1976
Iron Triangle Partners
Connecticut
$771M +$324M +72% 26.2% 152% 35 54.29%
JC
1977
Jacobs & Co
California
$770M +$80.6M +12% 11.7% 92.2% 119 9.24%
DWM
1978
Dakota Wealth Management
Florida
$769M +$134M +21% 11.6% 93% 348 24.43%
NCM
1979
Novare Capital Management
North Carolina
$768M +$58M +8% 11.2% 65.7% 154 20.78%
WTB
1980
Washington Trust Bank
Washington
$767M +$90.6M +13% 12.6% 69.3% 194 17.53%
AIM
1981
Aigen Investment Management
New York
$766M -$17.1M -2% 24.6% 38.8% 1,206 69.32%
PCM
1982
Prana Capital Management
Connecticut
$766M +$190M +33% 19.5% 32.3% 85 67.06%
OM
1983
Opaleye Management
Massachusetts
$766M +$254M +50% 71.9% 486% 68 32.35%
CGA
1984
Crescent Grove Advisors
Illinois
$765M +$264M +53% 12.9% 51.2% 190 14.74%
DAM
1985
Dorsey Asset Management
Illinois
$764M +$91.3M +14% 28.3% 92.5% 11 18.18%
MTCM
1986
Mint Tower Capital Management
Netherlands
$764M -$86M -10% 0.21% 36% 429 66.43%
RA
1987
RFG Advisory
Alabama
$764M +$51.3M +7% 10.8% 52.3% 465 19.35%
LC
1988
Lavaca Capital
Texas
$763M +$127M +20% 12.5% 32% 128 30.47%
MCWS
1989
McKinley Carter Wealth Services
West Virginia
$763M +$318M +71% 14% 57.4% 265 47.92%
PS
1990
Portfolio Solutions
Michigan
$763M +$43.3M +6% 16.3% 11.6% 55 40%
SLF
1991
Sun Life Financial
Ontario, Canada
$762M +$135M +22% 12.4% 51.8% 517 2.13%
TNB
1992
Thomasville National Bank
Georgia
$762M +$96.9M +15% 15% 206 9.22%
TCA
1993
Transcend Capital Advisors
New Jersey
$761M +$212M +38% 11.2% 61.2% 405 40.74%
MAM
1994
Mastrapasqua Asset Management
Tennessee
$760M +$45.3M +6% 12.2% 54.9% 148 8.11%
AHC
1995
Adell Harriman & Carpenter
Texas
$759M +$89.3M +13% 12.4% 128% 155 10.32%
HHAA
1996
Henry H. Armstrong Associates
Pennsylvania
$759M +$37.8M +5% 6.58% 49.3% 60 5%
FNFDCM
1997
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$759M +$91M +14% 13.3% 67.3% 149 6.04%
PWP
1998
Principle Wealth Partners
Connecticut
$759M +$400M +111% 11.3% 65.9% 275 45.82%
LG
1999
Leuthold Group
Minnesota
$759M +$29.1M +4% 14% 106% 198 29.8%
BSB
2000
Bangor Savings Bank
Maine
$759M +$105M +16% 11.4% 49.6% 181 6.63%