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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
BST
1976
Bath Savings Trust
Maine
$962M +$96.7M +11% 12% 47.3% 169 8.88%
BFIM
1977
Beese Fulmer Investment Management
Ohio
$961M +$72.8M +8% 9.81% 81.1% 252 8.33%
JSW
1978
Journey Strategic Wealth
New Jersey
$961M 10.4% 62.2% 211
BWM
1979
BerganKDV Wealth Management
Minnesota
$958M +$75.5M +9% 5.94% 27.9% 1,157 12.53%
MICM
1980
Matthews International Capital Management
California
$958M -$692M -42% 11.4% 90.7% 47 29.79%
TW
1981
Transform Wealth
Colorado
$957M +$85.1M +10% 11.7% 48.4% 232 9.91%
ERIM
1982
Eagle Ridge Investment Management
Connecticut
$956M +$57.4M +6% 10.8% 28.2% 161 11.8%
WC
1983
Woodstock Corp
Massachusetts
$955M +$97.5M +11% 13.4% 96.1% 195 7.18%
GL
1984
Graypoint LLC
New York
$954M +$140M +17% 9.79% 72.8% 311 15.76%
GIM
1985
Growth Interface Management
Florida
$954M +$45M +5% 8.75% 12% 10 10%
SWM
1986
Segment Wealth Management
Texas
$953M +$111M +13% 10.6% 102% 266 18.05%
HHAA
1987
Henry H. Armstrong Associates
Pennsylvania
$953M +$89.3M +10% 12.3% 49.3% 60 1.67%
PWP
1988
Principle Wealth Partners
Connecticut
$952M +$86.3M +10% 9.61% 65.9% 330 10.3%
DBT
1989
Dubuque Bank & Trust
Iowa
$952M +$58.6M +7% 7.28% 24% 289 15.22%
PFC
1990
Poplar Forest Capital
California
$952M -$22.3M -2% 7.96% 30% 89 46.07%
PC
1991
Pier Capital
Connecticut
$948M -$16.6M -2% 2.42% 153% 131 23.66%
DWM
1992
Dakota Wealth Management
Florida
$948M +$78.6M +9% 8.95% 93% 414 22.95%
FBFS
1993
First Business Financial Services
Wisconsin
$945M +$71.1M +8% 6.98% 74% 174 12.64%
BWA
1994
BDO Wealth Advisors
Florida
$945M +$36.7M +4% 5.78% 38.3% 1,181 11.94%
KTA
1995
Keeley-Teton Advisors
Illinois
$944M +$26.5M +3% 7.36% 28.6% 338 10.36%
EC
1996
EMS Capital
New York
$944M -$191M -17% 4.25% 228% 22 31.82%
NC
1997
NewSquare Capital
Pennsylvania
$944M +$88.6M +10% 6.7% 76.5% 409 14.91%
MIM
1998
Merewether Investment Management
Texas
$943M +$232M +33% 5.68% 265% 47 44.68%
CAAS
1999
Capital Asset Advisory Services
Michigan
$942M +$44.4M +5% 7.17% 42.9% 738 23.31%
MAC
2000
Monarch Alternative Capital
New York
$942M +$498M +112% 7.64% 341% 14 21.43%