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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
EWM
1976
Endurance Wealth Management
Rhode Island
$899M -$2.56M -0.3% 0.33% 59% 664 5.57%
ERIM
1977
Eagle Ridge Investment Management
Connecticut
$898M +$35.9M +4% 0.32% 28.2% 149 10.74%
CAAS
1978
Capital Asset Advisory Services
Michigan
$898M -$13.5M -1% 0.71% 42.9% 761 11.04%
WDA
1979
Wendell David Associates
New Hampshire
$897M +$3.6M +0.4% 0.76% 46% 157 5.1%
EH
1980
EMG Holdings
Connecticut
$897M 1.22% 5.25% 199
AAIM
1981
Asset Advisors Investment Management
Georgia
$897M -$7.16M -0.8% 1.04% 58.7% 100 15%
TA
1982
TruWealth Advisors
Louisiana
$897M +$44M +5% 0.11% 56.3% 121 7.44%
STT
1983
Singapore Technologies Telemedia
Singapore
$896M -$346M -28% 27.9% 116% 1 0%
WB
1984
Webster Bank
Connecticut
$895M -$18.5M -2% 0.59% 77.5% 560 8.75%
NI
1985
NYL Investors
New York
$895M +$41.2M +5% 0.73% 7.55% 36 5.56%
MPMG
1986
Minneapolis Portfolio Management Group
Minnesota
$895M -$67.1M -7% 7.73% 140% 32 3.13%
CW
1987
Connectus Wealth
Ohio
$894M +$3.38M +0.4% 0.52% 37.8% 33 3.03%
DBT
1988
Dubuque Bank & Trust
Iowa
$894M -$6.25M -0.7% 0.18% 24% 289 10.73%
CCP
1989
Cardan Capital Partners
Colorado
$893M -$5.83M -0.6% 0.23% 64% 259 9.65%
OFM
1990
Omega Fund Management
Massachusetts
$891M +$7.78M +0.9% 2.48% 112% 26 11.54%
BCM
1991
BTC Capital Management
Iowa
$891M +$13.1M +1% 0.04% 233 21.03%
KGI
1992
Kopernik Global Investors
Florida
$891M -$63M -7% 0.02% 152% 26 23.08%
GIM
1993
Grassi Investment Management
California
$889M -$31.9M -3% 1.62% 170% 149 8.72%
SGCM
1994
Sand Grove Capital Management
United Kingdom
$889M -$168M -16% 1.02% 411% 24 75%
BFIM
1995
Beese Fulmer Investment Management
Ohio
$889M +$4.82M +0.5% 0.03% 113% 247 10.12%
CCA
1996
Conservest Capital Advisors
Pennsylvania
$887M +$1.7M +0.2% 0.78% 58.6% 86 11.63%
RSWM
1997
Robertson Stephens Wealth Management
California
$885M +$52.8M +6% 0.41% 103% 354 18.36%
BWM
1998
BerganKDV Wealth Management
Minnesota
$882M +$39.6M +5% 1.05% 27.9% 1,122 13.55%
FG
1999
Fiduciary Group
Georgia
$881M +$17M +2% 0.17% 57.4% 244 4.51%
OWM
2000
Orgel Wealth Management
Wisconsin
$880M +$82.8M +10% 1.54% 36.6% 62 8.06%