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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)
Guardian Capital Advisors (Canada)
1976
Guardian Capital Advisors (Canada)
Ontario, Canada
$959M +$65.4M +7% 10.1% 26.1% 179 12.85% 6
Blue Chip Partners
1977
Blue Chip Partners
Michigan
$959M +$120M +14% 11.5% 81.2% 191 15.71% 4.5
Nexus Investment Management
1978
Nexus Investment Management
Ontario, Canada
$959M +$72.4M +8% 8.87% 93.5% 74 5.41% 6.8
Salomon & Ludwin
1979
Salomon & Ludwin
Virginia
$958M +$31.4K +0% 10.1% 58.7% 766 0.39% 0.8
Plante Moran Financial Advisors
1980
Plante Moran Financial Advisors
Michigan
$957M +$124M +15% 9.68% 62.8% 911 26.23% 4.5
Edgemoor Investment Advisors
1981
Edgemoor Investment Advisors
Maryland
$956M +$110M +13% 13.9% 109% 166 9.64% 5
Tradition Wealth Management
1982
Tradition Wealth Management
Minnesota
$956M +$116M +14% 10.3% 69.6% 1,410 14.18% 2.1
E-L Financial Corp
1983
E-L Financial Corp
Ontario, Canada
$954M +$74.4M +8% 11.2% 68.6% 1 0% 7
Capital Investment Services of America
1984
Capital Investment Services of America
Wisconsin
$954M +$91.7M +11% 12.7% 50.7% 73 2.74% 6.7
Grassi Investment Management
1985
Grassi Investment Management
California
$954M +$84.2M +10% 15.4% 170% 130 11.54% 6
Beaird Harris Wealth Management
1986
Beaird Harris Wealth Management
Texas
$953M +$118M +14% 7.81% 41.3% 631 32.81% 1.1
Nicola Wealth Management
1987
Nicola Wealth Management
British Columbia, Canada
$953M +$25.9M +3% 11.4% 56.1% 121 14.88% 2.2
Capital Group Investment Management
1988
Capital Group Investment Management
Singapore
$953M -$583M -38% 15.1% 145% 205 10.73% 0.9
North Peak Capital Management
1989
North Peak Capital Management
New York
$952M +$140M +17% 16.6% 301% 10 30% 1.1
HITE Hedge Asset Management
1990
HITE Hedge Asset Management
Massachusetts
$951M +$20.1M +2% 2.77% 54.4% 125 46.4% 1
Gillson Capital
1991
Gillson Capital
Illinois
$949M -$400M -30% 13.5% 84.9% 114 72.81% 0.3
XML Financial
1992
XML Financial
Maryland
$948M +$114M +14% 10.3% 77.9% 342 10.53% 2.4
Fairmount Funds Management
1993
Fairmount Funds Management
Pennsylvania
$946M +$115M +14% 45.8% 2,136% 20 20% 1.7
CCM
1994
CAAS Capital Management
New York
$946M -$594M -39% 9.98% 11% 795 60.88% 0.7
Duality Advisers
1995
Duality Advisers
Florida
$946M +$119M +14% 12.4% 18.3% 780 60.77% 0.3
DTL
1996
Dynamic Technology Lab
Singapore
$946M -$54.5M -5% 10.5% 30.8% 1,491 72.84% 0.2
Vestal Point Capital
1997
Vestal Point Capital
New York
$944M – – 30.1% – 48 – 0
Foster Dykema Cabot & Partners
1998
Foster Dykema Cabot & Partners
Massachusetts
$944M – – 10.5% 81.1% 317 – 0
Howe & Rusling
1999
Howe & Rusling
New York
$943M +$95.9M +11% 10.7% 82% 394 25.63% 4.1
Unison Advisors
2000
Unison Advisors
District of Columbia
$943M +$92.5M +11% 10.4% 57.8% 189 10.05% 2.8