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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
BRWM
1976
B. Riley Wealth Management
Tennessee
$904M +$48.2M +6% 7.86% 49.6% 486 24.28%
AAIM
1977
Asset Advisors Investment Management
Georgia
$904M +$47.8M +6% 7.3% 58.7% 94 3.19%
BWA
1978
BDO Wealth Advisors
Florida
$903M +$54.7M +6% 5.08% 38.3% 1,247 13.23%
EWM
1979
Endurance Wealth Management
Rhode Island
$902M +$52M +6% 6.42% 59% 667 5.1%
GC
1980
Gratus Capital
Georgia
$901M +$69M +8% 8.05% 51.4% 191 8.38%
SWA
1981
SFMG Wealth Advisors
Texas
$900M +$37.8M +4% 6.32% 63.3% 279 19%
DBT
1982
Dubuque Bank & Trust
Iowa
$900M +$21.7M +2% 5.35% 24% 292 13.36%
HI
1983
Handelsinvest Investeringsforvaltning
Denmark
$899M +$78.8M +10% 6.3% 37.9% 131 10.69%
IA
1984
IFG Advisory
Georgia
$899M +$96.4M +12% 5.62% 56.9% 525 20.57%
CCP
1985
Cardan Capital Partners
Colorado
$899M +$66M +8% 8.99% 64% 288 30.56%
KP
1986
Keel Point
Alabama
$898M -$128M -12% 7.05% 65.1% 315 22.22%
NA
1987
Nottingham Advisors
New York
$896M +$6.15M +0.7% 4.62% 44.3% 159 16.35%
RC
1988
Roundview Capital
New Jersey
$896M +$102M +13% 7.16% 63.2% 283 8.48%
NCM
1989
Novare Capital Management
North Carolina
$895M +$64M +8% 6.27% 65.7% 168 14.88%
OAM
1990
Origin Asset Management
United Kingdom
$895M -$82.9M -8% 2.64% 59.3% 145 29.66%
MFIMFI
1991
Mesirow Financial Investment Management - Fixed Income
Illinois
$894M +$32.2M +4% 8.59% 26.9% 154 25.97%
WDA
1992
Wendell David Associates
New Hampshire
$893M +$62.4M +8% 7.13% 46% 155 4.52%
SSP
1993
Sixth Street Partners
Texas
$893M -$44.8M -5% 1.59% 14.3% 9 22.22%
MIM
1994
Morningstar Investment Management
Illinois
$893M -$104M -10% 5% 48.2% 45 44.44%
HCM
1995
Hodges Capital Management
Texas
$892M +$169M +23% 10.5% 132% 252 21.43%
IGM
1996
Incline Global Management
New York
$892M +$397M +80% 6.22% 13.6% 28 42.86%
YCMGA
1997
York Capital Management Global Advisors
New York
$892M +$196M +28% 13% 52.3% 76 60.53%
DCC
1998
Dow Chemical Company
Michigan
$891M +$475M +114% 3.77% 39% 11 54.55%
FCFS
1999
First Command Financial Services
Texas
$891M +$428M +92% 6.48% 34.4% 465 10.97%
FCB
2000
First Command Bank
Texas
$891M +$428M +92% 6.48% 34.1% 465 10.97%