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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
SS
1976
Sunbelt Securities
Texas
$978M +$81.2M +9% 1,834
OCMI
1977
Oaktop Capital Management II
New Jersey
$976M +$111M +13% 16
JMFC
1978
J.M. Forbes & Co
Massachusetts
$976M +$53.4M +6% 136
ICP
1979
Ilex Capital Partners
United Kingdom
$976M -$42.7M -4% 32
1WCM
1980
12 West Capital Management
New York
$973M -$125M -11% 24
BOPW
1981
Brandywine Oak Private Wealth
Pennsylvania
$972M +$14.9M +2% 237
AIM
1982
Anchor Investment Management
South Carolina
$972M +$17.7M +2% 1,088
SVWAG
1983
Sound View Wealth Advisors Group
Georgia
$970M +$32M +3% 374
FNT
1984
First Nebraska Trust
Nebraska
$970M +$1.14M +0.1% 198
SMC
1985
Smith, Moore & Co
Missouri
$970M +$31.2M +3% 458
CIAS
1986
Capital Investment Advisory Services
North Carolina
$969M +$35.7M +4% 1,003
PWMAG
1987
Pinnacle Wealth Management Advisory Group
New Jersey
$969M +$37M +4% 373
LF
1988
Longbow Finance
Switzerland
$967M -$21.5M -2% 86
GGI
1989
Godsey & Gibb Inc
Virginia
$967M +$17.6M +2% 441
BFS
1990
Bard Financial Services
Connecticut
$967M +$25.6M +3% 238
PAM
1991
Palisade Asset Management
Minnesota
$967M -$59.5M -6% 408
LFCM
1992
Long Focus Capital Management
Puerto Rico
$967M +$101M +12% 97
RP
1993
Regal Partners
Australia
$965M -$29.4M -3% 62
NIP
1994
Nicholas Investment Partners
California
$964M -$12.5M -1% 248
CA
1995
CoreCap Advisors
Michigan
$963M -$925M -49% 2,694
TCBWMS
1996
Texas Capital Bank Wealth Management Services
Texas
$962M +$51.7M +6% 223
CA
1997
Callahan Advisors
Texas
$962M +$8.28M +0.9% 152
HCM
1998
Hengehold Capital Management
Ohio
$961M +$23M +2% 198
CIS
1999
Connors Investor Services
Pennsylvania
$961M +$12.2M +1% 164
TCM
2000
TCG Crossover Management
California
$960M -$305M -24% 35