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
JAFL
1976
Jay A. Fishman Ltd
Michigan
$727M +$94.8M +15% 94
SAM
1977
SP Asset Management
California
$726M +$74.7M +11% 105
ELFC
1978
E-L Financial Corp
Ontario, Canada
$726M +$48.5M +7% 1
SWA
1979
Stratos Wealth Advisors
Ohio
$725M +$315M +77% 410
TCM
1980
TD Capital Management
Tennessee
$725M +$60.9M +9% 309
KGI
1981
Kopernik Global Investors
Florida
$724M +$79.6M +12% 27
AW
1982
ACG Wealth
Georgia
$724M +$61.4M +9% 318
PBCM
1983
Point Break Capital Management
Florida
$723M +$180M +33% 44
LCG
1984
Lisanti Capital Growth
New York
$723M +$183M +34% 158
IA
1985
IFG Advisory
Georgia
$722M +$106M +17% 461
CC
1986
Cadinha & Co
Hawaii
$722M +$146M +25% 120
GKWIM
1987
Gerber Kawasaki Wealth & Investment Management
California
$721M +$253M +54% 184
WM
1988
WS Management
Florida
$721M -$95.4M -12% 62
CTA
1989
Colonial Trust Advisors
South Carolina
$721M +$84.3M +13% 169
CIM
1990
Chiron Investment Management
New York
$720M +$182M +34% 122
SI
1991
Sapience Investments
California
$719M +$156M +28% 92
TAIM
1992
Te Ahumairangi Investment Management
New Zealand
$719M +$132M +23% 118
RWM
1993
RKL Wealth Management
Pennsylvania
$717M +$89M +14% 127
MSC
1994
MUFG Securities (Canada)
New York
$716M 44
BVDMP
1995
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$716M +$37.7M +6% 36
CCI
1996
Cevian Capital II
Jersey
$715M +$167M +30% 2
HH
1997
Hilltop Holdings
Texas
$715M +$125M +21% 526
NC
1998
NewSquare Capital
Pennsylvania
$714M +$91.7M +15% 423
LWIC
1999
Leith Wheeler Investment Counsel
British Columbia, Canada
$713M +$235M +49% 49
NAS
2000
Nicolet Advisory Services
Wisconsin
$713M +$69.8M +11% 187