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
FG
1976
Fiduciary Group
Georgia
$557M +$19.6M +4% 192
CWM
1977
Cornerstone Wealth Management
Missouri
$557M -$267M -32% 529
NNP
1978
Nachman Norwood & Parrott
South Carolina
$556M +$19.5M +4% 247
LWMT
1979
Legacy Wealth Management (Tennessee)
Tennessee
$555M +$41.1M +8% 12
AIM
1980
Axiom Investment Management
New York
$554M +$27.1M +5% 482
CC
1981
Cadinha & Co
Hawaii
$553M +$42.4M +8% 118
CTA
1982
Colonial Trust Advisors
South Carolina
$553M +$25.6M +5% 164
JFG
1983
Jefferies Financial Group
New York
$551M -$275M -33% 48
NC
1984
Northcape Capital
Australia
$551M +$60.9M +12% 18
OAM
1985
Oberweis Asset Management
Illinois
$550M +$52.4M +11% 230
CCA
1986
Clearwater Capital Advisors
Illinois
$550M +$17.8M +3% 191
CPM
1987
Crescent Park Management
California
$550M -$20.1M -4% 28
WCM
1988
Woodson Capital Management
Connecticut
$550M +$70.6M +15% 30
SAM
1989
Skyline Asset Management
Illinois
$549M -$38.8M -7% 61
KCM
1990
Kingstown Capital Management
New York
$549M +$61.9M +13% 15
PCIA
1991
Prime Capital Investment Advisors
Kansas
$548M +$205M +60% 414
NG
1992
NatWest Group
United Kingdom
$548M +$49.8M +10% 80
MWM
1993
Modera Wealth Management
New Jersey
$548M +$13.8M +3% 156
NC
1994
NewSquare Capital
Pennsylvania
$548M +$23.4M +4% 385
SFSG
1995
Stearns Financial Services Group
North Carolina
$548M +$18.1M +3% 187
KPCM
1996
Kings Point Capital Management
New York
$548M +$44.5M +9% 431
PA
1997
Planning Alternatives
Michigan
$547M +$711K +0.1% 51
JC
1998
JBF Capital
Colorado
$547M -$11.8M -2% 93
SH
1999
SeaTown Holdings
Singapore
$547M -$302M -36% 87
MP
2000
Munro Partners
Australia
$547M -$1.47M -0.3% 35