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
$691M -$42.5M -6% 92
MAM
1977
Mastrapasqua Asset Management
Tennessee
$691M -$42.8M -6% 155
NFG
1978
Nations Financial Group
Iowa
$691M -$54.3M -7% 568
TLFA
1979
True Link Financial Advisors
California
$690M +$28.6M +4% 135
WB
1980
Webster Bank
Connecticut
$690M -$42.8M -6% 544
NCM
1981
Narwhal Capital Management
Georgia
$690M -$39.2M -5% 159
MIIM
1982
Mesirow Institutional Investment Management
Illinois
$690M 110
SS
1983
Simplicity Solutions
Minnesota
$690M -$81.5M -11% 727
HIC
1984
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 90
SFG
1985
SNS Financial Group
Minnesota
$689M -$69.6M -9% 195
MICM
1986
Matthews International Capital Management
California
$688M -$8.24M -1% 43
FCB
1987
First Command Bank
Texas
$688M +$1.61M +0.2% 481
FCFS
1988
First Command Financial Services
Texas
$688M +$1.61M +0.2% 481
SIS
1989
Sound Income Strategies
Florida
$688M -$62.2M -8% 1,016
HAM
1990
Honeycomb Asset Management
New York
$687M +$341M +98% 41
CC
1991
Criteria Caixa
Spain
$687M -$48.8M -7% 31
GIM
1992
Grassi Investment Management
California
$686M -$70.9M -9% 126
FVWA
1993
Foster Victor Wealth Advisors
South Carolina
$686M +$14M +2% 147
WJA
1994
Willis Johnson & Associates
Texas
$686M -$31.3M -4% 105
AF
1995
Arrow Financial
New York
$686M -$47.7M -6% 355
AWMS
1996
Advocacy Wealth Management Services
Georgia
$685M +$63.4M +10% 156
FTDI
1997
First Trust Direct Indexing
Massachusetts
$685M -$33.3M -5% 685
PIM
1998
Perpetual Investment Management
Australia
$684M +$759K +0.1% 224
YCM
1999
Yakira Capital Management
Connecticut
$684M +$47.1M +7% 516
BFG
2000
Bouchey Financial Group
New York
$684M +$60.3M +10% 94