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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)
SP Asset Management
1976
SP Asset Management
California
$1000M +$42.9M +4% 6.45% 112% 133 11.28% 2.2
Baldwin Wealth Partners
1977
Baldwin Wealth Partners
Massachusetts
$1000M +$98.6M +11% 9.59% 94.5% 664 6.48% 3.8
Twin Capital Management
1978
Twin Capital Management
Pennsylvania
$999M +$23.3M +2% 12.3% 132% 309 14.24% 3.1
Soleus Capital Management
1979
Soleus Capital Management
Connecticut
$999M +$357M +56% 5.31% 508% 94 52.13% 0.5
McDaniel Terry & Co
1980
McDaniel Terry & Co
Texas
$998M +$141M +16% 12.6% 76.6% 98 10.2% 4.1
Main Management
1981
Main Management
California
$998M +$68.6M +7% 6.46% 64.1% 155 21.94% 2.9
StrategIQ Financial Group
1982
StrategIQ Financial Group
Indiana
$998M +$495M +98% 7.85% 12.6% 300 28% 2.7
Icon Wealth Partners
1983
Icon Wealth Partners
Texas
$997M +$50.2M +5% 9.43% – 355 14.37% 1.9
Penn Capital Management
1984
Penn Capital Management
Pennsylvania
$997M +$5.97M +0.6% 2.85% 170% 202 5.45% 1.8
AIC
1985
AWM Investment Company
New York
$997M -$22.1M -2% 6.34% 778% 128 14.84% 2.3
Bank Hapoalim BM
1986
Bank Hapoalim BM
Israel
$996M +$39.5M +4% 7.42% 76.6% 259 15.83% 2.6
Summit Creek Advisors
1987
Summit Creek Advisors
Minnesota
$996M +$50.3M +5% 6.67% 84.6% 78 6.41% 2.7
Meeder Asset Management
1988
Meeder Asset Management
Ohio
$995M -$912M -48% 5.77% 156% 2,761 60.96% 2.1
AAM
1989
Autus Asset Management
Arizona
$994M +$79.5M +9% 8.96% 26.3% 180 6.11% 5.1
Krilogy Financial
1990
Krilogy Financial
Missouri
$992M -$9.9M -1% 7.21% 79% 287 10.1% 3
Asset Advisors Investment Management
1991
Asset Advisors Investment Management
Georgia
$992M +$95.7M +11% 13.7% 67.5% 98 11.22% 2.7
Montanaro Asset Management
1992
Montanaro Asset Management
United Kingdom
$991M +$162M +19% 12.4% 49.6% 48 2.08% 0.8
First Financial Bank - Trust Division
1993
First Financial Bank - Trust Division
Ohio
$989M +$76.7M +8% 9.55% 68.6% 183 3.83% 5.8
WDA
1994
Wendell David Associates
New Hampshire
$988M +$91.5M +10% 14.3% 58.7% 156 2.56% 6
Delta Accumulation LLC
1995
Delta Accumulation LLC
California
$988M – – 6.2% 96.5% 154 – 0
TruWealth Advisors
1996
TruWealth Advisors
Louisiana
$988M +$91.1M +10% 6.4% 56.3% 128 11.72% 0.8
Novare Capital Management
1997
Novare Capital Management
North Carolina
$986M +$85.4M +9% 9.19% 76.5% 169 17.16% 3.5
SRFM
1998
Shannon River Fund Management
New York
$986M -$432M -30% 0.84% 554% 69 52.17% 0.8
WCM
1999
Woodson Capital Management
Connecticut
$986M -$463M -32% 2.22% 235% 50 48% 1.2
Mirabella Financial Services
2000
Mirabella Financial Services
United Kingdom
$986M +$224M +29% 7.71% 86.2% 674 80.71% 0.2