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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
SS
1976
Simplicity Solutions
Minnesota
$690M -$81.5M -11% 727
HIC
1977
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 90
SFG
1978
SNS Financial Group
Minnesota
$689M -$69.6M -9% 195
MICM
1979
Matthews International Capital Management
California
$688M -$8.24M -1% 43
FCB
1980
First Command Bank
Texas
$688M +$1.61M +0.2% 481
FCFS
1981
First Command Financial Services
Texas
$688M +$1.61M +0.2% 481
SIS
1982
Sound Income Strategies
Florida
$688M -$62.2M -8% 1,016
HAM
1983
Honeycomb Asset Management
New York
$687M +$341M +98% 41
CC
1984
Criteria Caixa
Spain
$687M -$48.8M -7% 31
GIM
1985
Grassi Investment Management
California
$686M -$70.9M -9% 126
FVWA
1986
Foster Victor Wealth Advisors
South Carolina
$686M +$14M +2% 147
WJA
1987
Willis Johnson & Associates
Texas
$686M -$31.3M -4% 105
AF
1988
Arrow Financial
New York
$686M -$47.7M -6% 355
AWMS
1989
Advocacy Wealth Management Services
Georgia
$685M +$63.4M +10% 156
FTDI
1990
First Trust Direct Indexing
Massachusetts
$685M -$33.3M -5% 685
PIM
1991
Perpetual Investment Management
Australia
$684M +$759K +0.1% 224
YCM
1992
Yakira Capital Management
Connecticut
$684M +$47.1M +7% 516
RIM
1993
Redpoint Investment Management
Australia
$684M -$162M -19% 620
BFG
1994
Berger Financial Group
Minnesota
$681M -$3.52M -0.5% 266
KA
1995
Kovack Advisors
Florida
$680M -$75.6M -10% 640
HBT
1996
Hills Bank & Trust
Iowa
$679M +$64M +10% 258
TFA
1997
Transamerica Financial Advisors
Florida
$679M -$27.7M -4% 687
GLA
1998
Good Life Advisors
Pennsylvania
$678M -$39.6M -6% 379
DG
1999
Discerene Group
Connecticut
$678M -$58.7M -8% 15
FF
2000
FourThought Financial
Florida
$677M -$6.4M -0.9% 1,612