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
MIM
1976
Marco Investment Management
Georgia
$539M +$34.3M +7% 182
TW
1977
Transform Wealth
Colorado
$538M +$52.2M +11% 191
SCA
1978
Stonebridge Capital Advisors
Minnesota
$538M +$109M +26% 201
CA
1979
Callahan Advisors
Texas
$537M +$68.8M +15% 139
FG
1980
Fiduciary Group
Georgia
$537M +$53.5M +11% 185
GP
1981
Girard Partners
Pennsylvania
$536M +$60.4M +13% 250
NNP
1982
Nachman Norwood & Parrott
South Carolina
$536M +$56.2M +12% 232
BCM
1983
Beryl Capital Management
California
$536M -$73.2M -12% 49
JAFL
1984
Jay A. Fishman Ltd
Michigan
$536M +$73.9M +16% 88
CL
1985
Cabana LLC
Arkansas
$535M +$59M +12% 69
MWM
1986
Modera Wealth Management
New Jersey
$534M +$26.4M +5% 149
MYIA
1987
Mount Yale Investment Advisors
Colorado
$534M +$41.3M +8% 317
MG
1988
Meditor Group
Bermuda
$533M +$47.9M +10% 9
LWA
1989
Lenox Wealth Advisors
New York
$533M +$62M +13% 650
SC
1990
Savant Capital
Illinois
$533M +$55M +12% 288
CCA
1991
Clearwater Capital Advisors
Illinois
$532M +$77.4M +17% 198
BSB
1992
Bangor Savings Bank
Maine
$532M +$46.2M +9% 163
IC
1993
Immersion Capital
United Kingdom
$531M +$198M +59% 5
PFA
1994
Pure Financial Advisors
California
$530M +$37.2M +8% 153
DAS
1995
Dynamic Advisor Solutions
Arizona
$530M +$59.3M +13% 448
SFSG
1996
Stearns Financial Services Group
North Carolina
$530M +$41.2M +8% 184
ICP
1997
Ironvine Capital Partners
Nebraska
$530M +$38M +8% 62
VCM
1998
Valiant Capital Management
California
$528M -$4.29M -0.8% 16
MWM
1999
Merriman Wealth Management
Washington
$528M +$64.9M +14% 237
FEG
2000
Fund Evaluation Group
Ohio
$527M +$126M +31% 22