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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
BTWM
1976
Baker Tilly Wealth Management
Wisconsin
$904M -$28.1M -3% 5.6% 83.6% 576 18.92%
MFIMFI
1977
Mesirow Financial Investment Management - Fixed Income
Illinois
$903M -$4.61M -0.5% 7.59% 26.9% 152 30.92%
JC
1978
Jacobs & Co
California
$903M -$61.3M -6% 4.64% 92.2% 129 8.53%
JEST
1979
JTC Employer Solutions Trustee
Jersey
$903M +$93.5M +12% 1.62% 83.5% 314 3.18%
CCA
1980
Conservest Capital Advisors
Pennsylvania
$903M -$30.8M -3% 5.49% 58.6% 97 15.46%
CF
1981
Cypress Funds
California
$903M -$318M -26% 13.3% 114% 17 11.76%
SRFM
1982
Shannon River Fund Management
New York
$901M -$84.4M -9% 13.4% 337% 56 33.93%
SFG
1983
SNS Financial Group
Minnesota
$901M -$35.6M -4% 3.72% 41.8% 259 18.92%
ORI
1984
Oak Ridge Investments
Illinois
$900M -$284M -24% 7.44% 208% 176 15.91%
OC
1985
ORIX Corp
Japan
$899M +$27.8M +3% 3.19% 11.7% 1 0%
MFS
1986
Mirabella Financial Services
United Kingdom
$899M -$86.4M -9% 3.21% 81.2% 740 78.24%
WDA
1987
Wendell David Associates
New Hampshire
$898M -$90.4M -9% 5.91% 46% 156 2.56%
MC
1988
Montag & Caldwell
Georgia
$898M -$139M -13% 11.3% 91.3% 76 9.21%
ADL
1989
Asset Dedication LLC
California
$898M +$67.5M +8% 3.29% 54.3% 1,077 16.34%
CCM
1990
Condor Capital Management
New Jersey
$897M -$36.4M -4% 5.11% 47.3% 491 24.24%
AAIM
1991
Asset Advisors Investment Management
Georgia
$897M -$95.6M -10% 5.16% 58.7% 98 14.29%
CTC
1992
Chai Trust Company
Illinois
$897M -$74.5M -8% 1.27% 20.2% 39 28.21%
CPI
1993
Crestview Partners II
New York
$897M -$339M -27% 19.4% 124% 3 0%
BB
1994
Bell Bank
North Dakota
$896M +$19.1M +2% 3.49% 64.3% 186 11.83%
DBT
1995
Dubuque Bank & Trust
Iowa
$895M -$57M -6% 3.4% 24% 273 13.55%
FNFDCM
1996
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$895M -$23.4M -3% 2.33% 67.3% 164 3.05%
CIC
1997
Cornercap Investment Counsel
Georgia
$895M +$203M +29% 1.21% 55.4% 671 37.7%
BDWM
1998
Brewin Dolphin Wealth Management
Ireland
$894M -$34.1M -4% 3.42% 47.8% 393 22.14%
RI
1999
RWWM Inc
California
$893M +$81.1M +10% 4.43% 37% 14 7.14%
EF
2000
Empirical Finance
Pennsylvania
$893M +$45.9M +5% 2.78% 97.6% 484 5.37%