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
CA
1976
Callahan Advisors
Texas
$537M +$68.8M +15% 139
FG
1977
Fiduciary Group
Georgia
$537M +$53.5M +11% 185
GP
1978
Girard Partners
Pennsylvania
$536M +$60.4M +13% 250
NNP
1979
Nachman Norwood & Parrott
South Carolina
$536M +$56.2M +12% 232
BCM
1980
Beryl Capital Management
California
$536M -$73.2M -12% 49
JAFL
1981
Jay A. Fishman Ltd
Michigan
$536M +$73.9M +16% 88
CL
1982
Cabana LLC
Arkansas
$535M +$59M +12% 69
MWM
1983
Modera Wealth Management
New Jersey
$534M +$26.4M +5% 149
MYIA
1984
Mount Yale Investment Advisors
Colorado
$534M +$41.3M +8% 317
MG
1985
Meditor Group
Bermuda
$533M +$47.9M +10% 9
LWA
1986
Lenox Wealth Advisors
New York
$533M +$62M +13% 650
SC
1987
Savant Capital
Illinois
$533M +$55M +12% 288
CCA
1988
Clearwater Capital Advisors
Illinois
$532M +$77.4M +17% 198
BSB
1989
Bangor Savings Bank
Maine
$532M +$46.2M +9% 163
IC
1990
Immersion Capital
United Kingdom
$531M +$198M +59% 5
PFA
1991
Pure Financial Advisors
California
$530M +$37.2M +8% 153
DAS
1992
Dynamic Advisor Solutions
Arizona
$530M +$59.3M +13% 448
SFSG
1993
Stearns Financial Services Group
North Carolina
$530M +$41.2M +8% 184
ICP
1994
Ironvine Capital Partners
Nebraska
$530M +$38M +8% 62
VCM
1995
Valiant Capital Management
California
$528M -$4.29M -0.8% 16
MWM
1996
Merriman Wealth Management
Washington
$528M +$64.9M +14% 237
FEG
1997
Fund Evaluation Group
Ohio
$527M +$126M +31% 22
AIM
1998
Axiom Investment Management
New York
$527M +$52.9M +11% 466
CIM
1999
Chiron Investment Management
New York
$527M -$267M -34% 70
CTA
2000
Colonial Trust Advisors
South Carolina
$527M +$118M +29% 156