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
WB
1976
Webster Bank
Connecticut
$690M -$42.8M -6% 544
NCM
1977
Narwhal Capital Management
Georgia
$690M -$39.2M -5% 159
MIIM
1978
Mesirow Institutional Investment Management
Illinois
$690M 110
SS
1979
Simplicity Solutions
Minnesota
$690M -$81.5M -11% 727
HIC
1980
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 90
SFG
1981
SNS Financial Group
Minnesota
$689M -$69.6M -9% 195
MICM
1982
Matthews International Capital Management
California
$688M -$8.24M -1% 43
FCFS
1983
First Command Financial Services
Texas
$688M +$1.61M +0.2% 481
FCB
1984
First Command Bank
Texas
$688M +$1.61M +0.2% 481
SIS
1985
Sound Income Strategies
Florida
$688M -$62.2M -8% 1,016
HAM
1986
Honeycomb Asset Management
New York
$687M +$341M +98% 41
CC
1987
Criteria Caixa
Spain
$687M -$48.8M -7% 31
GIM
1988
Grassi Investment Management
California
$686M -$70.9M -9% 126
FVWA
1989
Foster Victor Wealth Advisors
South Carolina
$686M +$14M +2% 147
WJA
1990
Willis Johnson & Associates
Texas
$686M -$31.3M -4% 105
AF
1991
Arrow Financial
New York
$686M -$47.7M -6% 355
AWMS
1992
Advocacy Wealth Management Services
Georgia
$685M +$63.4M +10% 156
FTDI
1993
First Trust Direct Indexing
Massachusetts
$685M -$33.3M -5% 685
PIM
1994
Perpetual Investment Management
Australia
$684M +$759K +0.1% 224
YCM
1995
Yakira Capital Management
Connecticut
$684M +$47.1M +7% 516
BFG
1996
Bouchey Financial Group
New York
$684M +$60.3M +10% 94
RIM
1997
Redpoint Investment Management
Australia
$684M -$162M -19% 620
BFG
1998
Berger Financial Group
Minnesota
$681M -$3.52M -0.5% 266
KA
1999
Kovack Advisors
Florida
$680M -$75.6M -10% 640
HBT
2000
Hills Bank & Trust
Iowa
$679M +$64M +10% 258