Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ODIJL
1976
One Day In July LLC
Vermont
$1.1B +$105M +11% 6.48% 31.6% 145
MAWA
1977
Moss Adams Wealth Advisors
Washington
$1.1B +$152M +16% 10.4% – 262
RWB
1978
RMR Wealth Builders
New Jersey
$1.1B +$150M +16% 11.3% 70.3% 292
SA
1979
Situational Awareness
California
$1.1B +$554M +101% 38.3% – 13
KA
1980
Kintegral Advisory
New York
$1.1B +$106M +11% 13.5% 105% 239
CC
1981
Casdin Capital
New York
$1.1B -$126M -10% 11.2% 153% 45
FCP
1982
Fidelis Capital Partners
Florida
$1.1B +$157M +17% 13% – 465
KCMH
1983
Keywise Capital Management (HK)
Hong Kong
$1.1B +$190M +21% 25.1% 877% 15
HCM
1984
Hengehold Capital Management
Ohio
$1.1B +$45.4M +4% 6.43% 38.9% 217
AL
1985
Arnhold LLC
New York
$1.1B +$107M +11% 11.6% 77.1% 124
CCA
1986
Clearwater Capital Advisors
Illinois
$1.09B +$59.7M +6% 7.31% 32.9% 178
MNBTD
1987
Moody National Bank Trust Division
Texas
$1.09B +$134M +14% 13.8% 140% 519
JMFC
1988
J.M. Forbes & Co
Massachusetts
$1.09B +$60.8M +6% 12.4% 89.1% 143
CISOA
1989
Capital Investment Services of America
Wisconsin
$1.09B +$106M +11% 13.9% 91% 84
JLBC
1990
J.L. Bainbridge & Co
Florida
$1.09B +$105M +11% 13.9% 94.7% 106
WC
1991
Woodstock Corp
Massachusetts
$1.09B +$75.7M +7% 11.5% 97.4% 159
PL
1992
Parkwood LLC
Ohio
$1.09B +$66.1M +6% 25.7% 82.8% 100
TF
1993
Tompkins Financial
New York
$1.09B +$42.8M +4% 7.66% 60.8% 583
SCM
1994
Sone Capital Management
New York
$1.08B +$112M +12% 0.49% – 131
TW
1995
TritonPoint Wealth
Maryland
$1.08B +$30.2M +3% 8.89% – 361
SFS
1996
Summit Financial Strategies
Ohio
$1.08B +$89M +9% 6.44% 49.7% 158
CNBT
1997
Canandaigua National Bank & Trust
New York
$1.08B +$76.5M +8% 7.92% – 319
BOPW
1998
Brandywine Oak Private Wealth
Pennsylvania
$1.08B +$60.5M +6% 7.98% 43.5% 239
TBC
1999
Tweedy, Browne Co
Connecticut
$1.08B -$49.9M -4% 6.44% 46% 92
CCG
2000
Clearlake Capital Group
California
$1.08B +$86.1M +9% 9.21% 21.1% 6
78 79
80
81 82