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
OC
1976
Oakworth Capital
Alabama
$617M +$60M +11% 635
IA
1977
IFG Advisory
Georgia
$616M +$61.1M +11% 422
SWM
1978
Segment Wealth Management
Texas
$616M +$75M +14% 210
CIA
1979
CCM Investment Advisers
South Carolina
$616M +$28.9M +5% 69
AFA
1980
American Financial Advisors
Georgia
$615M -$9.2M -1% 112
BWA
1981
BDO Wealth Advisors
Florida
$614M +$45.1M +8% 993
SCP
1982
Steamboat Capital Partners
New York
$614M +$76.9M +14% 61
RM
1983
Resource Management
Louisiana
$613M +$35.3M +6% 164
RPGK
1984
Retirement Planning Group (Kansas)
Kansas
$613M +$68.7M +13% 60
TCBWMS
1985
Texas Capital Bank Wealth Management Services
Texas
$613M +$166M +37% 165
DGHMC
1986
Dalton, Greiner, Hartman, Maher & Co
New York
$612M -$405M -40% 180
JC
1987
JBF Capital
Colorado
$612M -$14M -2% 177
WWM
1988
Western Wealth Management
Colorado
$612M +$60.8M +11% 462
KTA
1989
Keeley-Teton Advisors
Illinois
$612M -$23.4M -4% 262
CEI
1990
Clark Estates Inc
New York
$612M +$40.1M +7% 106
CA
1991
Callahan Advisors
Texas
$612M +$47.5M +8% 136
CFIA
1992
Cantor Fitzgerald Investment Advisors
New York
$611M -$864K -0.1% 59
CWM
1993
Campbell Wealth Management
Virginia
$611M +$37.4M +7% 379
SFG
1994
Sage Financial Group
Pennsylvania
$611M +$56.2M +10% 72
MHIC
1995
Marble Harbor Investment Counsel
Massachusetts
$611M +$35.8M +6% 167
AIC
1996
AWM Investment Company
New York
$610M +$39.9M +7% 98
MIM
1997
Marco Investment Management
Georgia
$610M +$64.1M +12% 179
BST
1998
Bath Savings Trust
Maine
$610M +$56.5M +10% 127
FDCC
1999
Foster Dykema Cabot & Co
Massachusetts
$609M +$56.1M +10% 91
CT
2000
Caldwell Trust
Florida
$608M +$11.3M +2% 776