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
WAM
1976
Weatherly Asset Management
California
$718M -$137M -16% 198
FTDI
1977
First Trust Direct Indexing
Massachusetts
$718M -$105M -13% 713
GLA
1978
Good Life Advisors
Pennsylvania
$718M -$83.2M -10% 412
OCA
1979
OEP Capital Advisors
New York
$717M -$147M -17% 2
WJA
1980
Willis Johnson & Associates
Texas
$717M -$44.8M -6% 112
NIEF
1981
Nalanda India Equity Fund
Mauritius
$716M -$38.3M -5% 2
PCM
1982
Parsifal Capital Management
Connecticut
$716M -$491M -41% 19
TAM
1983
Trust Asset Management
Texas
$715M -$97.9M -12% 204
CF
1984
Covea Finance
France
$714M -$198M -22% 58
CWM
1985
Campbell Wealth Management
Virginia
$714M -$108M -13% 77
NPCM
1986
North Peak Capital Management
New York
$713M -$11.6M -2% 8
CM
1987
Capula Management
Cayman Islands
$712M +$352M +98% 163
CTA
1988
Colonial Trust Advisors
South Carolina
$711M -$134M -16% 184
AG
1989
Alibaba Group
Hong Kong
$711M +$3.73M +0.5% 7
HIC
1990
Harvey Investment Company
Kentucky
$711M -$104M -13% 92
CC
1991
Clearline Capital
New York
$711M -$25.7M -3% 174
RIA
1992
RP Investment Advisors
Ontario, Canada
$710M -$4.57M -0.6% 171
1IA
1993
1834 Investment Advisors
Wisconsin
$710M -$106M -13% 510
TIM
1994
Triodos Investment Management
Netherlands
$710M -$72.7M -9% 48
LPU
1995
Lansdowne Partners (UK)
United Kingdom
$709M -$477M -40% 29
HCM
1996
Hengehold Capital Management
Ohio
$706M -$25.9M -4% 172
AP
1997
Adero Partners
California
$705M +$25.1M +4% 174
SCM
1998
Simcoe Capital Management
New York
$705M -$96.7M -12% 19
OA
1999
Oxbow Advisors
Texas
$704M -$291M -29% 280
LG
2000
Leuthold Group
Minnesota
$704M -$76.5M -10% 213