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
TMAM
1976
Tokio Marine Asset Management
Japan
$539M +$44.2M +9% 239
NIA
1977
Northstar Investment Advisors
Colorado
$539M +$79.7M +17% 123
BFS
1978
Baskin Financial Services
Ontario, Canada
$539M +$72.6M +16% 42
MIM
1979
Marco Investment Management
Georgia
$539M +$34.3M +7% 182
TW
1980
Transform Wealth
Colorado
$538M +$52.2M +11% 191
SCA
1981
Stonebridge Capital Advisors
Minnesota
$538M +$109M +26% 201
CA
1982
Callahan Advisors
Texas
$537M +$68.8M +15% 139
FG
1983
Fiduciary Group
Georgia
$537M +$53.5M +11% 185
GP
1984
Girard Partners
Pennsylvania
$536M +$60.4M +13% 250
NNP
1985
Nachman Norwood & Parrott
South Carolina
$536M +$56.2M +12% 232
BCM
1986
Beryl Capital Management
California
$536M -$73.2M -12% 49
JAFL
1987
Jay A. Fishman Ltd
Michigan
$536M +$73.9M +16% 89
CL
1988
Cabana LLC
Arkansas
$535M +$59M +12% 69
MWM
1989
Modera Wealth Management
New Jersey
$534M +$26.4M +5% 149
MYIA
1990
Mount Yale Investment Advisors
Colorado
$534M +$41.3M +8% 317
MG
1991
Meditor Group
Bermuda
$533M +$47.9M +10% 9
LWA
1992
Lenox Wealth Advisors
New York
$533M +$62M +13% 650
SC
1993
Savant Capital
Illinois
$533M +$55M +12% 288
CCA
1994
Clearwater Capital Advisors
Illinois
$532M +$77.4M +17% 198
BSB
1995
Bangor Savings Bank
Maine
$532M +$46.2M +9% 163
IC
1996
Immersion Capital
United Kingdom
$531M +$198M +59% 5
PFA
1997
Pure Financial Advisors
California
$530M +$37.2M +8% 153
DAS
1998
Dynamic Advisor Solutions
Arizona
$530M +$59.3M +13% 448
SFSG
1999
Stearns Financial Services Group
North Carolina
$530M +$41.2M +8% 184
ICP
2000
Ironvine Capital Partners
Nebraska
$530M +$38M +8% 62