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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NCM
1976
Narwhal Capital Management
Georgia
$690M -$39.2M -5% 5.06% 85.2% 159
MIIM
1977
Mesirow Institutional Investment Management
Illinois
$690M 0.56% 110
SS
1978
Simplicity Solutions
Minnesota
$690M -$81.5M -11% 5.08% 37.1% 727
HIC
1979
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 1.32% 57.3% 90
SFG
1980
SNS Financial Group
Minnesota
$689M -$69.6M -9% 5.67% 41.8% 195
MICM
1981
Matthews International Capital Management
California
$688M -$8.24M -1% 7.71% 125% 43
FCFS
1982
First Command Financial Services
Texas
$688M +$1.61M +0.2% 7.38% 34.4% 481
FCB
1983
First Command Bank
Texas
$688M +$1.61M +0.2% 7.38% 34.1% 481
SIS
1984
Sound Income Strategies
Florida
$688M -$62.2M -8% 7.21% 23.9% 1,016
HAM
1985
Honeycomb Asset Management
New York
$687M +$341M +98% 1.05% 166% 41
CC
1986
Criteria Caixa
Spain
$687M -$48.8M -7% 7.33% 42.9% 31
GIM
1987
Grassi Investment Management
California
$686M -$70.9M -9% 7.39% 170% 126
FVWA
1988
Foster Victor Wealth Advisors
South Carolina
$686M +$14M +2% 5.36% 58.7% 147
WJA
1989
Willis Johnson & Associates
Texas
$686M -$31.3M -4% 5.81% 39.8% 105
AF
1990
Arrow Financial
New York
$686M -$47.7M -6% 5.06% 52.9% 355
AWMS
1991
Advocacy Wealth Management Services
Georgia
$685M +$63.4M +10% 3.6% 29.7% 156
FTDI
1992
First Trust Direct Indexing
Massachusetts
$685M -$33.3M -5% 5.16% 69.1% 685
PIM
1993
Perpetual Investment Management
Australia
$684M +$759K +0.1% 6.5% 224
YCM
1994
Yakira Capital Management
Connecticut
$684M +$47.1M +7% 4.15% 67.1% 516
BFG
1995
Bouchey Financial Group
New York
$684M +$60.3M +10% 3.86% 50.5% 94
RIM
1996
Redpoint Investment Management
Australia
$684M -$162M -19% 5.31% 35.9% 620
BFG
1997
Berger Financial Group
Minnesota
$681M -$3.52M -0.5% 5.26% 49.4% 266
KA
1998
Kovack Advisors
Florida
$680M -$75.6M -10% 3.98% 93% 640
HBT
1999
Hills Bank & Trust
Iowa
$679M +$64M +10% 5.61% 55.1% 258
TFA
2000
Transamerica Financial Advisors
Florida
$679M -$27.7M -4% 4.27% 50.1% 687