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
BWA
1976
BDO Wealth Advisors
Florida
$614M +$45.1M +8% 993
SCP
1977
Steamboat Capital Partners
New York
$614M +$76.9M +14% 61
RM
1978
Resource Management
Louisiana
$613M +$35.3M +6% 164
RPGK
1979
Retirement Planning Group (Kansas)
Kansas
$613M +$68.7M +13% 60
TCBWMS
1980
Texas Capital Bank Wealth Management Services
Texas
$613M +$166M +37% 165
DGHMC
1981
Dalton, Greiner, Hartman, Maher & Co
New York
$612M -$405M -40% 180
JC
1982
JBF Capital
Colorado
$612M -$14M -2% 177
WWM
1983
Western Wealth Management
Colorado
$612M +$60.8M +11% 462
KTA
1984
Keeley-Teton Advisors
Illinois
$612M -$23.4M -4% 262
CEI
1985
Clark Estates Inc
New York
$612M +$40.1M +7% 106
CA
1986
Callahan Advisors
Texas
$612M +$47.5M +8% 136
CFIA
1987
Cantor Fitzgerald Investment Advisors
New York
$611M -$864K -0.1% 59
CWM
1988
Campbell Wealth Management
Virginia
$611M +$37.4M +7% 379
SFG
1989
Sage Financial Group
Pennsylvania
$611M +$56.2M +10% 72
MHIC
1990
Marble Harbor Investment Counsel
Massachusetts
$611M +$35.8M +6% 167
AIC
1991
AWM Investment Company
New York
$610M +$39.9M +7% 98
MIM
1992
Marco Investment Management
Georgia
$610M +$64.1M +12% 179
BST
1993
Bath Savings Trust
Maine
$610M +$56.5M +10% 127
FDCC
1994
Foster Dykema Cabot & Co
Massachusetts
$609M +$56.1M +10% 91
CT
1995
Caldwell Trust
Florida
$608M +$11.3M +2% 776
WAS
1996
Wesleyan Assurance Society
United Kingdom
$608M +$38.5M +7% 94
MTCM
1997
Mint Tower Capital Management
Netherlands
$608M -$1.81M -0.3% 356
HPC
1998
Hill Path Capital
New York
$607M +$175M +41% 3
AHSW
1999
Adventist Health System West
California
$606M +$136M +29% 5
LWAC
2000
Laurel Wealth Advisors (California)
California
$605M +$59.6M +11% 416