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
SWM
1976
SeaCrest Wealth Management
New York
$871M -$41M -4% 780
CHAM
1977
Clear Harbor Asset Management
Connecticut
$870M -$43.9M -5% 447
SIS
1978
Sound Income Strategies
Florida
$869M +$19M +2% 976
AIA
1979
Ally Invest Advisors
North Carolina
$869M -$17.6M -2% 17
AF
1980
Ally Financial
Michigan
$868M -$225M -21% 146
NGA
1981
Naples Global Advisors
Florida
$866M +$3.17M +0.4% 406
WIC
1982
Woodmont Investment Counsel
Tennessee
$866M +$83.3M +11% 256
RW
1983
RVW Wealth
California
$866M -$29.5M -3% 149
HR
1984
Howe & Rusling
New York
$865M +$12.2M +1% 1,109
WTB
1985
Washington Trust Bank
Washington
$864M -$170M -16% 258
OCA
1986
OEP Capital Advisors
New York
$864M -$293M -25% 2
II
1987
Inspire Investing
Idaho
$864M -$8.09M -0.9% 811
MCM
1988
Murphy Capital Management
New Jersey
$864M -$67.5M -7% 235
WB
1989
Webster Bank
Connecticut
$863M -$103M -11% 554
SFG
1990
SNS Financial Group
Minnesota
$863M -$8.91M -1% 233
PNAA
1991
Pictet North America Advisors
Switzerland
$862M -$154M -15% 133
SFI
1992
SPC Financial Inc
Maryland
$862M -$34.8M -4% 212
SB
1993
Strategic Blueprint
Georgia
$860M +$68.6M +9% 553
AG
1994
Ascent Group
Virginia
$859M +$74.5M +9% 477
SFG
1995
Sage Financial Group
Pennsylvania
$859M -$80.6M -9% 80
ELFC
1996
E-L Financial Corp
Ontario, Canada
$857M -$56.2M -6% 1
DIGDR
1997
Dynamo Internacional Gestao de Recursos
Brazil
$856M -$106M -11% 21
WAM
1998
Weatherly Asset Management
California
$855M -$46.7M -5% 205
NCM
1999
Narwhal Capital Management
Georgia
$854M -$23.8M -3% 165
WC
2000
Woodstock Corp
Massachusetts
$854M -$101M -11% 190