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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
AIP
1976
AE Industrial Partners
Florida
$1.03B 5
PTC
1977
Petrus Trust Company
Texas
$1.03B +$7.36M +0.7% 772
NPIC
1978
Neumeier Poma Investment Counsel
California
$1.03B -$18.1M -2% 48
LA
1979
Legacy Advisors
Pennsylvania
$1.03B +$107M +12% 428
CA
1980
CGN Advisors
Kansas
$1.03B +$34.6M +3% 298
TAM
1981
Taurus Asset Management
New York
$1.03B +$534K +0.1% 91
RIM
1982
Redwood Investment Management
Arizona
$1.03B -$101M -9% 390
PO
1983
Paradigm Operations
California
$1.02B +$220M +27% 1
TCM
1984
TCG Crossover Management
California
$1.02B -$157M -13% 41
RA
1985
Rational Advisors
New York
$1.02B -$16.2M -2% 186
BOPW
1986
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$9.74M -0.9% 244
CCA
1987
Clearwater Capital Advisors
Illinois
$1.02B -$4.72M -0.5% 181
SW
1988
SlateStone Wealth
Florida
$1.02B -$91.1M -8% 306
PCM
1989
Penn Capital Management
Pennsylvania
$1.02B -$69.9M -6% 181
TSAM
1990
Trinity Street Asset Management
United Kingdom
$1.02B +$15.9M +2% 15
KA
1991
Kovack Advisors
Florida
$1.02B +$74.8M +8% 646
LSA
1992
Leonteq Securities AG
Switzerland
$1.02B +$168M +20% 1,278
KFGK
1993
Keystone Financial Group (Kentucky)
Kentucky
$1.02B +$235M +30% 409
6CM
1994
683 Capital Management
New York
$1.02B +$34.6M +4% 250
GAM
1995
Gemmer Asset Management
California
$1.02B +$16.7M +2% 162
CNBT
1996
Canandaigua National Bank & Trust
New York
$1.02B -$35.4M -3% 347
MGWM
1997
Marks Group Wealth Management
Minnesota
$1.02B -$32.2M -3% 302
GIG
1998
Goodnow Investment Group
Connecticut
$1.02B +$72.2M +8% 28
AL
1999
Arnhold LLC
New York
$1.01B -$15.9M -2% 121
MSFS
2000
Main Street Financial Solutions
Pennsylvania
$1.01B -$75.1M -7% 559