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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
W
1976
Wealthquest
Ohio
$837M +$66.2M +9% 127
BHWM
1977
Beaird Harris Wealth Management
Texas
$835M +$278M +50% 503
JFA
1978
JNBA Financial Advisors
Minnesota
$834M +$65.7M +9% 757
CCM
1979
Condor Capital Management
New Jersey
$834M +$36.6M +5% 218
RIA
1980
Retirement Investment Advisors
Oklahoma
$834M +$275M +49% 78
HCM
1981
Hilton Capital Management
New York
$833M +$68.3M +9% 165
FFW
1982
Fusion Family Wealth
New York
$832M +$54.4M +7% 46
SVCF
1983
Silicon Valley Community Foundation
California
$832M +$137M +20% 18
CU
1984
CQS (US)
New York
$832M +$39.3M +5% 76
CM
1985
Capula Management
Cayman Islands
$831M -$319M -28% 547
LC
1986
L1 Capital
Australia
$831M +$113M +16% 16
CST
1987
Charles Schwab Trust
Nevada
$830M +$1.54M +0.2% 146
AF
1988
Arrow Financial
New York
$829M +$61.6M +8% 329
HEC
1989
Hudson Executive Capital
New York
$829M -$10.1M -1% 6
QCMNJ
1990
Quantum Capital Management (New Jersey)
New Jersey
$829M +$54.4M +7% 26
VC
1991
Voss Capital
Texas
$828M +$50.4M +6% 60
CC
1992
Criteria Caixa
Spain
$828M +$8.32M +1% 29
TLFA
1993
True Link Financial Advisors
California
$828M +$28.9M +4% 123
II
1994
Inspire Investing
Idaho
$827M +$40.9M +5% 835
SGCIA
1995
Smith Graham & Co Investment Advisors
Texas
$827M +$3.74M +0.5% 142
BFG
1996
Bouchey Financial Group
New York
$826M +$69.3M +9% 117
PCMF
1997
Private Capital Management (Florida)
Florida
$826M -$12.2M -1% 142
GCP
1998
Greenoaks Capital Partners
California
$826M +$139M +20% 15
JAFL
1999
Jay A. Fishman Ltd
Michigan
$825M +$42.3M +5% 103
IB
2000
Intrust Bank
Kansas
$825M +$44M +6% 400