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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FG
1976
Fiduciary Group
Georgia
$537M +$53.5M +11% 10.7% 57.5% 185
GP
1977
Girard Partners
Pennsylvania
$536M +$60.4M +13% 12.8% 25.7% 250
NNP
1978
Nachman Norwood & Parrott
South Carolina
$536M +$56.2M +12% 11.8% – 232
BCM
1979
Beryl Capital Management
California
$536M -$73.2M -12% 73.9% 2,587% 49
JAFL
1980
Jay A. Fishman Ltd
Michigan
$536M +$73.9M +16% 16.2% 102% 88
CL
1981
Cabana LLC
Arkansas
$535M +$59M +12% 10.7% 35.6% 69
MWM
1982
Modera Wealth Management
New Jersey
$534M +$26.4M +5% 8.76% 56.6% 149
MYIA
1983
Mount Yale Investment Advisors
Colorado
$534M +$41.3M +8% 14.4% 73.5% 317
MG
1984
Meditor Group
Bermuda
$533M +$47.9M +10% 12.9% 41.1% 9
LWA
1985
Lenox Wealth Advisors
New York
$533M +$62M +13% 10.7% 35.7% 650
SC
1986
Savant Capital
Illinois
$533M +$55M +12% 12.1% 48.1% 288
CCA
1987
Clearwater Capital Advisors
Illinois
$532M +$77.4M +17% 10.1% 32.9% 198
BSB
1988
Bangor Savings Bank
Maine
$532M +$46.2M +9% 9.85% 38.1% 163
IC
1989
Immersion Capital
United Kingdom
$531M +$198M +59% 26.6% 88.6% 5
PFA
1990
Pure Financial Advisors
California
$530M +$37.2M +8% 9.97% 32.8% 153
DAS
1991
Dynamic Advisor Solutions
Arizona
$530M +$59.3M +13% 10.3% 53% 448
SFSG
1992
Stearns Financial Services Group
North Carolina
$530M +$41.2M +8% 9.21% 26.1% 184
ICP
1993
Ironvine Capital Partners
Nebraska
$530M +$38M +8% 14.9% 63.7% 62
VCM
1994
Valiant Capital Management
California
$528M -$4.29M -0.8% 10.7% 112% 16
MWM
1995
Merriman Wealth Management
Washington
$528M +$64.9M +14% 11.6% 18.3% 237
FEG
1996
Fund Evaluation Group
Ohio
$527M +$126M +31% 11.3% 48.4% 22
AIM
1997
Axiom Investment Management
New York
$527M +$52.9M +11% 13.6% 147% 466
CIM
1998
Chiron Investment Management
New York
$527M -$267M -34% 12.3% 104% 70
CTA
1999
Colonial Trust Advisors
South Carolina
$527M +$118M +29% 13.7% 72.4% 156
NPPM
2000
North Point Portfolio Managers
Ohio
$527M +$73.9M +16% 16.2% 69.2% 78
78 79
80
81 82