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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
CCFCSB
1976
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B -$32.3M -3% 0.2% 189 0%
SBIA
1977
Sheaff Brock Investment Advisors
Indiana
$1.09B -$60.1M -5% 3.39% 61.9% 492 12.6%
SOS
1978
Silver Oak Securities
Tennessee
$1.09B +$13.6M +1% 1.04% 73.4% 725 22.9%
COCM
1979
Charter Oak Capital Management
New Hampshire
$1.09B +$15.2M +1% 0.86% 39.2% 197 10.66%
CPCM
1980
Cardinal Point Capital Management
Ontario, Canada
$1.09B +$458M +73% 0.25% 59.1% 183 56.28%
FAT
1981
First American Trust
California
$1.09B +$85.1M +8% 0.41% 84.6% 253 15.02%
FFW
1982
Fusion Family Wealth
New York
$1.09B -$3.12M -0.3% 1.84% 58.2% 45 2.22%
EIA
1983
Edgemoor Investment Advisors
Maryland
$1.09B -$47.7M -4% 2.35% 109% 171 7.6%
QIM
1984
Quantitative Investment Management
Virginia
$1.09B -$247M -19% 3.91% 24.6% 500 74.4%
SCM
1985
SG Capital Management
Illinois
$1.09B +$52.5M +5% 2.77% 250% 78 55.13%
PL
1986
Parkwood LLC
Ohio
$1.09B +$206M +23% 0.01% 120% 100 32%
QF
1987
QVT Financial
New York
$1.09B -$36M -3% 7.97% 267% 43 20.93%
LC
1988
Lindbrook Capital
California
$1.08B -$23.9M -2% 2.72% 35.8% 2,978 13.43%
GC
1989
Globeflex Capital
California
$1.08B -$96.8M -8% 4.3% 186% 474 20.04%
NRD
1990
Nebula Research & Development
New York
$1.08B +$230M +27% 4.48% 1,185 48.52%
DMC
1991
Deer Management Company
New York
$1.08B -$199M -16% 11.8% 154% 10 10%
GIM
1992
Grassi Investment Management
California
$1.08B -$90.8M -8% 6.6% 170% 131 7.63%
SMC
1993
Smith, Moore & Co
Missouri
$1.08B -$14.2M -1% 1.68% 67% 515 13.4%
TTWM
1994
TCV Trust & Wealth Management
Virginia
$1.08B -$3.24M -0.3% 0.73% 69% 208 6.73%
MIM
1995
Marco Investment Management
Georgia
$1.08B -$80.3M -7% 1.81% 127% 231 10.82%
UAS
1996
United Asset Strategies
New York
$1.08B -$12.6M -1% 2.33% 94.6% 249 13.25%
TA
1997
TCM Advisors
West Virginia
$1.08B +$65M +6% 0.28% 56.1% 66 0%
YCM
1998
Yiheng Capital Management
California
$1.08B -$1.52B -59% 1% 82% 27 22.22%
WC
1999
Waterloo Capital
Texas
$1.08B +$127M +13% 0.35% 79.8% 429 24.48%
VEPM
2000
Vista Equity Partners Management
California
$1.08B -$603M -36% 18% 3.45% 3 33.33%