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
SPC
1976
Stewart & Patten Company
California
$557M +$8.69M +2% 98
FG
1977
Fiduciary Group
Georgia
$557M +$19.6M +4% 192
CWM
1978
Cornerstone Wealth Management
Missouri
$557M -$267M -32% 529
NNP
1979
Nachman Norwood & Parrott
South Carolina
$556M +$19.5M +4% 247
LWMT
1980
Legacy Wealth Management (Tennessee)
Tennessee
$555M +$41.1M +8% 12
AIM
1981
Axiom Investment Management
New York
$554M +$27.1M +5% 482
CC
1982
Cadinha & Co
Hawaii
$553M +$42.4M +8% 118
CTA
1983
Colonial Trust Advisors
South Carolina
$553M +$25.6M +5% 164
JFG
1984
Jefferies Financial Group
New York
$551M -$275M -33% 48
NC
1985
Northcape Capital
Australia
$551M +$60.9M +12% 18
OAM
1986
Oberweis Asset Management
Illinois
$550M +$52.4M +11% 230
CCA
1987
Clearwater Capital Advisors
Illinois
$550M +$17.8M +3% 191
CPM
1988
Crescent Park Management
California
$550M -$20.1M -4% 28
WCM
1989
Woodson Capital Management
Connecticut
$550M +$70.6M +15% 30
SAM
1990
Skyline Asset Management
Illinois
$549M -$38.8M -7% 61
KCM
1991
Kingstown Capital Management
New York
$549M +$61.9M +13% 15
PCIA
1992
Prime Capital Investment Advisors
Kansas
$548M +$205M +60% 414
NG
1993
NatWest Group
United Kingdom
$548M +$49.8M +10% 80
MWM
1994
Modera Wealth Management
New Jersey
$548M +$13.8M +3% 156
NC
1995
NewSquare Capital
Pennsylvania
$548M +$23.4M +4% 385
SFSG
1996
Stearns Financial Services Group
North Carolina
$548M +$18.1M +3% 187
KPCM
1997
Kings Point Capital Management
New York
$548M +$44.5M +9% 431
PA
1998
Planning Alternatives
Michigan
$547M +$711K +0.1% 51
JC
1999
JBF Capital
Colorado
$547M -$11.8M -2% 93
SH
2000
SeaTown Holdings
Singapore
$547M -$302M -36% 87