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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
CM
1976
Conifer Management
New York
$873M -$555M -39% 13
CCA
1977
Clearwater Capital Advisors
Illinois
$872M -$34.1M -4% 178
PAM
1978
Palisade Asset Management
Minnesota
$872M -$22.1M -2% 187
SWM
1979
SeaCrest Wealth Management
New York
$871M -$41M -4% 780
CHAM
1980
Clear Harbor Asset Management
Connecticut
$870M -$43.9M -5% 447
SIS
1981
Sound Income Strategies
Florida
$869M +$19M +2% 976
AIA
1982
Ally Invest Advisors
North Carolina
$869M -$17.6M -2% 17
AF
1983
Ally Financial
Michigan
$868M -$225M -21% 146
NGA
1984
Naples Global Advisors
Florida
$866M +$3.17M +0.4% 406
WIC
1985
Woodmont Investment Counsel
Tennessee
$866M +$83.3M +11% 256
RW
1986
RVW Wealth
California
$866M -$29.5M -3% 149
HR
1987
Howe & Rusling
New York
$865M +$12.2M +1% 1,109
WTB
1988
Washington Trust Bank
Washington
$864M -$170M -16% 258
OCA
1989
OEP Capital Advisors
New York
$864M -$293M -25% 2
II
1990
Inspire Investing
Idaho
$864M -$8.09M -0.9% 811
MCM
1991
Murphy Capital Management
New Jersey
$864M -$67.5M -7% 235
WB
1992
Webster Bank
Connecticut
$863M -$103M -11% 554
SFG
1993
SNS Financial Group
Minnesota
$863M -$8.91M -1% 233
PNAA
1994
Pictet North America Advisors
Switzerland
$862M -$154M -15% 133
SFI
1995
SPC Financial Inc
Maryland
$862M -$34.8M -4% 212
SB
1996
Strategic Blueprint
Georgia
$860M +$68.6M +9% 553
AG
1997
Ascent Group
Virginia
$859M +$74.5M +9% 477
SFG
1998
Sage Financial Group
Pennsylvania
$859M -$80.6M -9% 80
ELFC
1999
E-L Financial Corp
Ontario, Canada
$857M -$56.2M -6% 1
DIGDR
2000
Dynamo Internacional Gestao de Recursos
Brazil
$856M -$106M -11% 21