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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWMT
1976
Legacy Wealth Management (Tennessee)
Tennessee
$555M +$41.1M +8% 3.17% 40.1% 12
AIM
1977
Axiom Investment Management
New York
$554M +$27.1M +5% 4.14% 147% 482
CC
1978
Cadinha & Co
Hawaii
$553M +$42.4M +8% 5% 126% 118
CTA
1979
Colonial Trust Advisors
South Carolina
$553M +$25.6M +5% 5.03% 72.4% 164
JFG
1980
Jefferies Financial Group
New York
$551M -$275M -33% 4.19% 16% 48
NC
1981
Northcape Capital
Australia
$551M +$60.9M +12% 7.98% – 18
OAM
1982
Oberweis Asset Management
Illinois
$550M +$52.4M +11% 8.75% 282% 230
CCA
1983
Clearwater Capital Advisors
Illinois
$550M +$17.8M +3% 1.75% 32.9% 191
CPM
1984
Crescent Park Management
California
$550M -$20.1M -4% 6.33% 123% 28
WCM
1985
Woodson Capital Management
Connecticut
$550M +$70.6M +15% 0.53% 174% 30
SAM
1986
Skyline Asset Management
Illinois
$549M -$38.8M -7% 6.01% 26.1% 61
KCM
1987
Kingstown Capital Management
New York
$549M +$61.9M +13% 2.79% 36.1% 15
PCIA
1988
Prime Capital Investment Advisors
Kansas
$548M +$205M +60% 2.17% 60.6% 414
NG
1989
NatWest Group
United Kingdom
$548M +$49.8M +10% 4.38% 174% 80
MWM
1990
Modera Wealth Management
New Jersey
$548M +$13.8M +3% 1.79% 56.6% 156
NC
1991
NewSquare Capital
Pennsylvania
$548M +$23.4M +4% 3.02% 46.4% 385
SFSG
1992
Stearns Financial Services Group
North Carolina
$548M +$18.1M +3% 2.68% 26.1% 187
KPCM
1993
Kings Point Capital Management
New York
$548M +$44.5M +9% 5.03% 79.9% 431
PA
1994
Planning Alternatives
Michigan
$547M +$711K +0.1% 2.57% 50.3% 51
JC
1995
JBF Capital
Colorado
$547M -$11.8M -2% 3.89% 105% 93
SH
1996
SeaTown Holdings
Singapore
$547M -$302M -36% 6.09% 129% 87
PFM
1997
Phillips Financial Management
Indiana
$546M +$21.5M +4% 2.19% 31.6% 78
NPPM
1998
North Point Portfolio Managers
Ohio
$546M +$18.9M +4% 4.52% 69.2% 81
LCM
1999
Legato Capital Management
California
$545M +$242M +80% 0.75% 149% 197
WCM
2000
Weld Capital Management
New York
$544M -$4.7M -0.9% 1.96% – 1,058
78 79
80
81 82