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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
HH
1976
Hilltop Holdings
Texas
$739M -$16.5M -2% 4.16% 96.7% 569 19.68%
LCS
1977
Levin Capital Strategies
New York
$738M -$107M -13% 0.34% 88.6% 312 34.62%
CTA
1978
Colonial Trust Advisors
South Carolina
$738M +$27.1M +4% 4.59% 80% 256 37.11%
AIA
1979
Ally Invest Advisors
North Carolina
$738M -$30.3M -4% 6.42% 41.1% 26 19.23%
HHAA
1980
Henry H. Armstrong Associates
Pennsylvania
$738M -$54.9M -7% 6.98% 49.3% 63 6.35%
MCM
1981
McKinley Capital Management
Alaska
$737M -$28.5M -4% 3.9% 63.3% 179 13.41%
BOPW
1982
Brandywine Oak Private Wealth
Pennsylvania
$737M -$44.8M -6% 5.92% 55.7% 327 13.15%
ACM
1983
Atalaya Capital Management
New York
$737M -$110M -13% 0.45% 7.46% 478 41%
CISOA
1984
Capital Investment Services of America
Wisconsin
$736M -$33.8M -4% 3.62% 50.7% 72 4.17%
MSU
1985
Mizuho Securities USA
New York
$736M +$85M +13% 0.16% 99% 311 85.53%
WP
1986
WMS Partners
Maryland
$736M +$93.6M +15% 5.12% 10.8% 290 20%
SCM
1987
Soleus Capital Management
Connecticut
$736M +$94.9M +15% 14.2% 508% 93 40.86%
AWCI
1988
Alpine Woods Capital Investors
New York
$735M -$64.3M -8% 4.38% 105% 205 9.76%
FNFDCM
1989
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$735M -$27.8M -4% 5.78% 67.3% 152 4.61%
BTWM
1990
Baker Tilly Wealth Management
Wisconsin
$734M -$28.4M -4% 3.42% 83.6% 538 14.31%
TAM
1991
Trust Asset Management
Texas
$733M +$17.9M +3% 4.88% 91.1% 197 7.61%
HMH
1992
Hackensack Meridian Health
New Jersey
$732M -$167M -19% 5.51% 53.4% 13 7.69%
LFS
1993
Lutz Financial Services
Nebraska
$732M -$22.1M -3% 4.87% 35.3% 75 16%
JFGLC
1994
Johnson Financial Group LLC (Colorado)
Colorado
$731M +$239M +48% 4.53% 58.7% 55 20%
SAM
1995
SP Asset Management
California
$731M -$53.7M -7% 5.67% 92.4% 114 7.02%
JCM
1996
Jacobi Capital Management
Pennsylvania
$730M -$21.3M -3% 5.15% 76.6% 424 9.67%
KTA
1997
Keeley-Teton Advisors
Illinois
$730M -$62.7M -8% 4.32% 28.6% 391 6.91%
SFG
1998
Sage Financial Group
Pennsylvania
$730M -$27M -4% 5.29% 62% 91 6.59%
BCP
1999
Blue Chip Partners
Michigan
$730M -$54.8M -7% 6.44% 81.2% 170 10%
FCM
2000
Fernbridge Capital Management
California
$730M +$35.7M +5% 0.86% 12.4% 24 41.67%