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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
WD
1976
WGI DM
Massachusetts
$1.34B -$2.21M -0.2% 3.53% 7 14.29%
PFBT
1977
Parkside Financial Bank & Trust
Missouri
$1.34B +$43.2M +3% 1.51% 63.3% 2,822 9.07%
IHG
1978
Insight Holdings Group
New York
$1.34B -$283M -17% 2.91% 111% 35 37.14%
MSFS
1979
Main Street Financial Solutions
Pennsylvania
$1.34B -$225M -14% 2.47% 75.4% 654 21.41%
NCM
1980
Novare Capital Management
North Carolina
$1.33B +$21.4M +2% 3.51% 76.5% 207 12.56%
COLIM
1981
City of London Investment Management
United Kingdom
$1.33B -$19.3M -1% 3.45% 102% 97 24.74%
NS
1982
NBC Securities
Alabama
$1.33B +$33.4M +3% 1.93% 86.6% 2,965 12.72%
BFG
1983
Bouchey Financial Group
New York
$1.33B +$36.2M +3% 1.58% 66.7% 167 11.38%
VC
1984
Vicus Capital
Pennsylvania
$1.33B +$23.5M +2% 2.39% 59.6% 281 12.1%
LWIC
1985
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.33B -$145M -10% 3.13% 52.3% 94 30.85%
MIM
1986
Marco Investment Management
Georgia
$1.33B +$26.4M +2% 3.75% 127% 235 8.51%
HIA
1987
Harbor Investment Advisory
Maryland
$1.33B +$121M +10% 6.37% 90.8% 1,285 12.68%
APM
1988
a16z Perennial Management
California
$1.33B +$24.1M +2% 7.43% 170 28.82%
HAM
1989
HoldCo Asset Management
Florida
$1.33B +$382M +40% 10.9% 29 10.34%
CTA
1990
Colonial Trust Advisors
South Carolina
$1.33B +$30.6M +2% 2.67% 80% 744 13.71%
BFS
1991
Baskin Financial Services
Ontario, Canada
$1.33B -$31.8M -2% 0.13% 60% 54 5.56%
PIM
1992
Penobscot Investment Management
Massachusetts
$1.33B +$29.3M +2% 3.56% 103% 324 5.25%
NCMU
1993
NAYA Capital Management (UK)
United Kingdom
$1.33B +$153M +13% 0.32% 121% 7 57.14%
HCM
1994
Hilton Capital Management
New York
$1.33B +$92.3M +7% 2.45% 58.2% 189 20.63%
YL
1995
YCG LLC
Texas
$1.33B -$6.34M -0.5% 0.03% 27% 44 15.91%
W
1996
Wealthquest
Ohio
$1.32B +$70.6M +6% 1.65% 52.1% 148 68.92%
BGIM
1997
Boussard & Gavaudan Investment Management
United Kingdom
$1.32B +$515M +64% 2.66% 25.8% 129 62.79%
SMC
1998
Smith, Moore & Co
Missouri
$1.32B +$17.1M +1% 2.43% 67% 561 13.01%
NPT
1999
Nixon Peabody Trust
Massachusetts
$1.32B -$45M -3% 4.52% 85.3% 167 13.17%
APCM
2000
Alaska Permanent Capital Management
Alaska
$1.32B -$39.2M -3% 0.57% 42.8% 46 17.39%