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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 Avg Holding
Period (Yrs)
Petrus Trust Company
1976
Petrus Trust Company
Texas
$825M +$37.5M +5% 11% 36.9% 732 64.48% 0.3
Foster Victor Wealth Advisors
1977
Foster Victor Wealth Advisors
South Carolina
$825M +$39.1M +5% 5.76% 78.2% 176 16.48% 2.3
Great Mountain Partners
1978
Great Mountain Partners
Connecticut
$824M -$307M -27% 22.5% 95.3% 3 33.33% 1.8
Advocacy Wealth Management Services
1979
Advocacy Wealth Management Services
Georgia
$823M +$66.4M +9% 1.56% 48.3% 44 29.55% 2
SGCIA
1980
Smith Graham & Co Investment Advisors
Texas
$823M +$5.57M +0.7% 3.4% 56.9% 145 6.9% 6.2
Edgemoor Investment Advisors
1981
Edgemoor Investment Advisors
Maryland
$823M +$24.2M +3% 6.88% 109% 173 16.18% 4.7
Stack Financial Management
1982
Stack Financial Management
Montana
$822M -$172M -17% 2.72% 70% 39 17.95% 5.5
Henry H. Armstrong Associates
1983
Henry H. Armstrong Associates
Pennsylvania
$821M +$14.7M +2% 6.07% 70% 63 7.94% 6.4
XML Financial
1984
XML Financial
Maryland
$821M +$25.2M +3% 3.94% 77.9% 347 8.65% 1.8
Cartenna Capital
1985
Cartenna Capital
Connecticut
$821M +$240M +41% 9.09% 162% 49 71.43% 0.3
Wealthcare Capital Management
1986
Wealthcare Capital Management
Virginia
$820M +$38.1M +5% 5.3% 46.2% 79 22.78% 4.9
Globeflex Capital
1987
Globeflex Capital
California
$819M +$29.5M +4% 5.28% 186% 524 19.47% 2
Clearwater Capital Advisors
1988
Clearwater Capital Advisors
Illinois
$819M +$51.7M +7% 5.05% 44.7% 164 9.15% 4.1
Maple Capital Management
1989
Maple Capital Management
Vermont
$818M +$63.2M +8% 11.9% 114% 103 12.62% 5.6
Taurus Asset Management
1990
Taurus Asset Management
New York
$818M +$30.9M +4% 8.41% 26.9% 92 3.26% 6.3
Palisade Asset Management
1991
Palisade Asset Management
Minnesota
$816M -$57M -7% 2.2% 61.8% 186 5.91% 6.7
SP Asset Management
1992
SP Asset Management
California
$815M +$68.4M +9% 16.7% 92.4% 118 10.17% 3.1
BDO Wealth Advisors
1993
BDO Wealth Advisors
Florida
$815M +$10.9M +1% 6.68% 38.3% 1,110 13.51% 2.9
MAM
1994
Mastrapasqua Asset Management
Tennessee
$815M +$56.1M +7% 11.5% 54.9% 160 13.75% 3.8
Perella Weinberg Partners Capital Management
1995
Perella Weinberg Partners Capital Management
New York
$814M +$195M +31% 3.15% 1.52% 24 16.67% 3
Brahman Capital
1996
Brahman Capital
New York
$814M +$92.5M +13% 12.2% 16.6% 25 32% 1.8
Northcape Capital
1997
Northcape Capital
Australia
$813M +$1.43M +0.2% 20.7% – 31 22.58% 2.9
SC
1998
Sasco Capital
Connecticut
$813M +$26.4M +3% 2.18% 15.5% 54 11.11% 3.4
GPCM
1999
Greenbrier Partners Capital Management
Texas
$813M +$119M +17% 23.5% 96.1% 14 0% 8.4
Bath Savings Trust
2000
Bath Savings Trust
Maine
$812M +$37.2M +5% 6.31% 57.8% 160 5.63% 5.8