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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
DA
1976
Duality Advisers
Florida
$932M +$8.16M +0.9% 7.72% 18.3% 879 77.93%
MOS
1977
MGO One Seven
Ohio
$930M -$33.7M -3% 3.56% 90.7% 737 18.32%
FTCM
1978
First Trust Capital Management
Illinois
$930M +$360M +63% 5.92% 214% 320 44.06%
SAM
1979
SP Asset Management
California
$929M -$70.8M -7% 8.82% 92.4% 128 3.91%
ACM
1980
Ashford Capital Management
Delaware
$928M -$74.3M -7% 7.49% 150% 115 20.87%
TCM
1981
Twin Capital Management
Pennsylvania
$928M -$70.9M -7% 2.7% 132% 303 17.16%
LC
1982
Lavaca Capital
Texas
$928M +$149M +19% 5.84% 46.5% 205 34.63%
ICP
1983
Ironvine Capital Partners
Nebraska
$927M -$47.4M -5% 7.18% 58.8% 56 5.36%
SAM
1984
Southernsun Asset Management
Tennessee
$927M -$73.1M -7% 1.25% 54.7% 35 17.14%
SCA
1985
Stonebridge Capital Advisors
Minnesota
$926M +$20.2M +2% 1.22% 80.1% 1,138 18.63%
QIM
1986
Quantitative Investment Management
Virginia
$925M +$213M +30% 1.64% 24.6% 355 80.85%
MFW
1987
Meristem Family Wealth
Minnesota
$925M -$242M -21% 4.06% 67.7% 399 18.05%
MTC
1988
McDaniel Terry & Co
Texas
$925M -$73.2M -7% 6.55% 57.9% 112 25%
NTCM
1989
Nut Tree Capital Management
New York
$924M +$407M +79% 9.02% 101% 13 30.77%
PC
1990
Pelham Capital
United Kingdom
$923M -$841M -48% 22.5% 135% 14 21.43%
BFIM
1991
Beese Fulmer Investment Management
Ohio
$923M -$38.7M -4% 1.53% 113% 252 10.71%
GCM
1992
Ghisallo Capital Management
Massachusetts
$923M -$1.1B -54% 7.2% 122% 457 39.82%
EWM
1993
Executive Wealth Management
Michigan
$922M -$83M -8% 5.48% 18.4% 213 18.31%
SFG
1994
StrategIQ Financial Group
Indiana
$921M -$76.8M -8% 5.67% 12.6% 308 8.12%
OP
1995
Oldfield Partners
United Kingdom
$920M +$150M +19% 11.3% 90.3% 23 17.39%
MYIA
1996
Mount Yale Investment Advisors
Colorado
$920M -$42.1M -4% 4.25% 81.9% 508 19.29%
CIAS
1997
Capital Investment Advisory Services
North Carolina
$919M +$74.5M +9% 2.65% 69.3% 891 14.93%
JSW
1998
Journey Strategic Wealth
New Jersey
$917M -$43.5M -5% 0.62% 62.2% 246 39.43%
RAA
1999
RWC Asset Advisors
Florida
$916M +$89.5M +11% 22.4% 277% 14 50%
RPGK
2000
Retirement Planning Group (Kansas)
Kansas
$915M -$119M -12% 4.39% 49.7% 118 16.95%