Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NGA
1976
Naples Global Advisors
Florida
$866M +$3.17M +0.4% 2.85% 57% 406
WIC
1977
Woodmont Investment Counsel
Tennessee
$866M +$83.3M +11% 1.31% 52% 256
RW
1978
RVW Wealth
California
$866M -$29.5M -3% 5.54% 48.1% 149
HR
1979
Howe & Rusling
New York
$865M +$12.2M +1% 0.6% 65.8% 1,109
WTB
1980
Washington Trust Bank
Washington
$864M -$170M -16% 4.61% 72.4% 258
OCA
1981
OEP Capital Advisors
New York
$864M -$293M -25% 24.8% 27% 2
II
1982
Inspire Investing
Idaho
$864M -$8.09M -0.9% 4.33% 68% 811
MCM
1983
Murphy Capital Management
New Jersey
$864M -$67.5M -7% 3.53% 41.6% 235
WB
1984
Webster Bank
Connecticut
$863M -$103M -11% 3.16% 72.8% 554
SFG
1985
SNS Financial Group
Minnesota
$863M -$8.91M -1% 3.56% 41.8% 233
PNAA
1986
Pictet North America Advisors
Switzerland
$862M -$154M -15% 5.37% 67.7% 133
SFI
1987
SPC Financial Inc
Maryland
$862M -$34.8M -4% 1.96% 52.8% 212
SB
1988
Strategic Blueprint
Georgia
$860M +$68.6M +9% 3.03% 62.4% 553
AG
1989
Ascent Group
Virginia
$859M +$74.5M +9% 2.62% 65.6% 477
SFG
1990
Sage Financial Group
Pennsylvania
$859M -$80.6M -9% 5.27% 51.5% 80
ELFC
1991
E-L Financial Corp
Ontario, Canada
$857M -$56.2M -6% 4.9% 63.8% 1
DIGDR
1992
Dynamo Internacional Gestao de Recursos
Brazil
$856M -$106M -11% 6.09% 199% 21
WAM
1993
Weatherly Asset Management
California
$855M -$46.7M -5% 4.73% 96.3% 205
NCM
1994
Narwhal Capital Management
Georgia
$854M -$23.8M -3% 3.02% 85.2% 165
WC
1995
Woodstock Corp
Massachusetts
$854M -$101M -11% 3.38% 97.4% 190
CIG
1996
Capricorn Investment Group
California
$853M -$346M -29% 11% 153% 16
CC
1997
Criteria Caixa
Spain
$852M +$54.9M +7% 5.04% 42.9% 28
MCM
1998
Maple Capital Management
Vermont
$852M -$64.6M -7% 6.72% 104% 114
AMI
1999
Amica Mutual Insurance
Rhode Island
$852M -$331M -28% 5.62% 74.9% 112
CIM
2000
Chiron Investment Management
New York
$851M -$27.2M -3% 2.14% 104% 135