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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
FEG
1976
Fund Evaluation Group
Ohio
$780M -$47.8M -6% 4.37% 51.6% 29 20.69%
NIEF
1977
Nalanda India Equity Fund
Mauritius
$780M +$30.3M +4% 4.05% 30.2% 2 0%
ACG
1978
Anchorage Capital Group
New York
$780M -$341M -30% 9.38% 24.9% 20 5%
FWM
1979
FFT Wealth Management
Pennsylvania
$780M +$63.6M +9% 9.02% 65.6% 126 21.43%
W
1980
Wealthquest
Ohio
$777M +$62M +9% 7.46% 52.1% 132 15.15%
II
1981
Inspire Investing
Idaho
$777M +$69.3M +10% 8.85% 108% 776 7.09%
SFO
1982
Stokes Family Office
Louisiana
$777M +$76M +11% 9.96% 68.1% 304 20.07%
IPW
1983
Invictus Private Wealth
Colorado
$776M 5.68% 84.2% 89
HIC
1984
Harvey Investment Company
Kentucky
$775M +$85.7M +12% 13.7% 48.4% 92 3.26%
BST
1985
Bath Savings Trust
Maine
$775M +$56M +8% 10.2% 47.3% 158 8.23%
CS
1986
Central Securities
New York
$774M +$64.5M +9% 11.6% 90.2% 27 3.7%
GCM
1987
Gladstone Capital Management
United Kingdom
$773M +$60.8M +9% 6.53% 304% 15 40%
BCA
1988
Bernzott Capital Advisors
California
$773M +$48.3M +7% 13.2% 46.6% 53 7.55%
ICP
1989
Ironvine Capital Partners
Nebraska
$772M +$27.3M +4% 7.03% 58.8% 51 3.92%
TCM
1990
Twin Capital Management
Pennsylvania
$772M +$31.8M +4% 8.6% 132% 315 16.83%
VFA
1991
Voya Financial Advisors
Connecticut
$769M -$4.27M -0.6% 6.36% 44.8% 253 13.04%
UA
1992
Unison Advisors
District of Columbia
$768M +$228M +42% 11.7% 54.6% 185 3.78%
JC
1993
Jacobs & Co
California
$768M +$72.7M +10% 11.2% 92.2% 128 7.81%
CPI
1994
Crestview Partners II
New York
$768M +$38.2M +5% 14.4% 157% 3 0%
FNT
1995
First Nebraska Trust
Nebraska
$767M +$69.5M +10% 10.4% 67.9% 172 9.88%
CCA
1996
Clearwater Capital Advisors
Illinois
$767M +$43M +6% 6.06% 44.7% 173 17.92%
AFCM
1997
Applied Finance Capital Management
Puerto Rico
$767M 11.5% 90.4% 70
WJA
1998
Willis Johnson & Associates
Texas
$767M +$80.2M +12% 8.08% 50.9% 123 21.95%
KCMH
1999
Kontiki Capital Management (HK)
Hong Kong
$766M -$54.3M -7% 0.35% 90.6% 7 14.29%
SG
2000
StepStone Group
California
$766M +$63.3M +9% 24% 103% 35 45.71%