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
DLPIC
1976
Davide Leone & Partners Investment Company
United Kingdom
$619M -$91.4M -13% 24
MCM
1977
Maple Capital Management
Vermont
$617M +$107M +21% 105
OC
1978
Oakworth Capital
Alabama
$617M +$60M +11% 635
IA
1979
IFG Advisory
Georgia
$616M +$61.1M +11% 422
SWM
1980
Segment Wealth Management
Texas
$616M +$75M +14% 210
CIA
1981
CCM Investment Advisers
South Carolina
$616M +$28.9M +5% 69
AFA
1982
American Financial Advisors
Georgia
$615M -$9.2M -1% 112
BWA
1983
BDO Wealth Advisors
Florida
$614M +$45.1M +8% 993
SCP
1984
Steamboat Capital Partners
New York
$614M +$76.9M +14% 61
RM
1985
Resource Management
Louisiana
$613M +$35.3M +6% 164
RPGK
1986
Retirement Planning Group (Kansas)
Kansas
$613M +$68.7M +13% 60
TCBWMS
1987
Texas Capital Bank Wealth Management Services
Texas
$613M +$166M +37% 165
DGHMC
1988
Dalton, Greiner, Hartman, Maher & Co
New York
$612M -$405M -40% 180
JC
1989
JBF Capital
Colorado
$612M -$14M -2% 177
WWM
1990
Western Wealth Management
Colorado
$612M +$60.8M +11% 462
KTA
1991
Keeley-Teton Advisors
Illinois
$612M -$23.4M -4% 262
CEI
1992
Clark Estates Inc
New York
$612M +$40.1M +7% 106
CA
1993
Callahan Advisors
Texas
$612M +$47.5M +8% 136
CFIA
1994
Cantor Fitzgerald Investment Advisors
New York
$611M -$864K -0.1% 59
CWM
1995
Campbell Wealth Management
Virginia
$611M +$37.4M +7% 379
SFG
1996
Sage Financial Group
Pennsylvania
$611M +$56.2M +10% 72
MHIC
1997
Marble Harbor Investment Counsel
Massachusetts
$611M +$35.8M +6% 167
AIC
1998
AWM Investment Company
New York
$610M +$39.9M +7% 98
MIM
1999
Marco Investment Management
Georgia
$610M +$64.1M +12% 179
BST
2000
Bath Savings Trust
Maine
$610M +$56.5M +10% 127