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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
SAM
1976
SP Asset Management
California
$1,000M +$42.9M +4% 6.45% 92.4% 133 11.28%
BWP
1977
Baldwin Wealth Partners
Massachusetts
$1,000M +$98.6M +11% 9.59% 85.9% 664 6.48%
TCM
1978
Twin Capital Management
Pennsylvania
$999M +$23.3M +2% 12.3% 132% 309 14.24%
SCM
1979
Soleus Capital Management
Connecticut
$999M +$357M +56% 5.31% 508% 94 52.13%
MTC
1980
McDaniel Terry & Co
Texas
$998M +$141M +16% 12.6% 57.9% 98 10.2%
MM
1981
Main Management
California
$998M +$68.6M +7% 6.46% 64.1% 155 21.94%
SFG
1982
StrategIQ Financial Group
Indiana
$998M +$495M +98% 7.85% 12.6% 300 28%
IWP
1983
Icon Wealth Partners
Texas
$997M +$50.2M +5% 9.43% 355 14.37%
PCM
1984
Penn Capital Management
Pennsylvania
$997M +$5.97M +0.6% 2.85% 181% 202 5.45%
AIC
1985
AWM Investment Company
New York
$997M -$22.1M -2% 6.34% 778% 128 14.84%
BHB
1986
Bank Hapoalim BM
Israel
$996M +$39.5M +4% 7.42% 76.6% 259 15.83%
SCA
1987
Summit Creek Advisors
Minnesota
$996M +$50.3M +5% 6.67% 68.8% 78 6.41%
MAM
1988
Meeder Asset Management
Ohio
$995M -$912M -48% 5.77% 156% 2,761 60.92%
AAM
1989
Autus Asset Management
Arizona
$994M +$79.5M +9% 8.96% 26.3% 180 6.11%
KF
1990
Krilogy Financial
Missouri
$992M -$9.88M -1% 7.21% 71.9% 287 10.1%
AAIM
1991
Asset Advisors Investment Management
Georgia
$992M +$95.7M +11% 13.7% 58.7% 98 11.22%
MAM
1992
Montanaro Asset Management
United Kingdom
$991M +$162M +19% 12.4% 49.6% 48 2.08%
FFBTD
1993
First Financial Bank - Trust Division
Ohio
$989M +$76.7M +8% 9.55% 62.6% 183 3.83%
WDA
1994
Wendell David Associates
New Hampshire
$988M +$91.5M +10% 14.3% 46% 156 2.56%
DAL
1995
Delta Accumulation LLC
California
$988M 6.2% 96.5% 154
TA
1996
TruWealth Advisors
Louisiana
$988M +$91.1M +10% 6.4% 56.3% 128 11.72%
NCM
1997
Novare Capital Management
North Carolina
$986M +$85.4M +9% 9.19% 76.5% 169 17.16%
SRFM
1998
Shannon River Fund Management
New York
$986M -$432M -30% 0.84% 554% 69 52.17%
WCM
1999
Woodson Capital Management
Connecticut
$986M -$463M -32% 2.22% 235% 50 48%
MFS
2000
Mirabella Financial Services
United Kingdom
$986M +$224M +29% 7.71% 86.2% 674 80.71%