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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
FFW
1976
Fusion Family Wealth
New York
$808M -$24.1M -3% 46
MGWM
1977
Marks Group Wealth Management
Minnesota
$808M -$33.1M -4% 285
AIP
1978
ARS Investment Partners
New York
$807M -$49M -6% 167
HH
1979
Hilltop Holdings
Texas
$807M -$3.28M -0.4% 637
SGCIA
1980
Smith Graham & Co Investment Advisors
Texas
$804M -$22.2M -3% 145
1IA
1981
1834 Investment Advisors
Wisconsin
$804M -$35.2M -4% 243
SVWAG
1982
Sound View Wealth Advisors Group
Georgia
$804M +$41.2M +5% 379
RCM
1983
Radcliffe Capital Management
Pennsylvania
$804M -$371M -32% 606
DG
1984
DigitalBridge Group
Florida
$803M +$14.5M +2% 67
VFA
1985
Voya Financial Advisors
Connecticut
$803M -$55.8M -6% 245
AAP
1986
Arax Advisory Partners
Colorado
$803M +$19.6M +2% 1,390
CGA
1987
Crescent Grove Advisors
Illinois
$803M -$129M -14% 310
JC
1988
Jacobs & Co
California
$802M -$38.5M -5% 121
CC
1989
Criteria Caixa
Spain
$802M -$25.6M -3% 28
CP
1990
CenterBook Partners
Connecticut
$802M +$2.33M +0.3% 521
LCS
1991
Levin Capital Strategies
New York
$801M -$62.7M -7% 306
JFA
1992
JNBA Financial Advisors
Minnesota
$801M -$33.2M -4% 769
BIC
1993
Beach Investment Counsel
Pennsylvania
$800M -$40.5M -5% 163
ACM
1994
AlphaStar Capital Management
North Carolina
$799M -$86.8M -10% 275
VV
1995
Verity & Verity
South Carolina
$798M -$16.9M -2% 107
WC
1996
Woodstock Corp
Massachusetts
$797M -$50M -6% 175
CA
1997
Callahan Advisors
Texas
$796M -$26.8M -3% 141
ACGDR
1998
Atmos Capital Gestao de Recursos
Brazil
$796M +$171M +27% 14
MAS
1999
Meeder Advisory Services
Ohio
$795M -$133M -14% 453
VC
2000
Voss Capital
Texas
$795M -$32.8M -4% 51