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
HIC
1976
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 90
SFG
1977
SNS Financial Group
Minnesota
$689M -$69.6M -9% 195
MICM
1978
Matthews International Capital Management
California
$688M -$8.24M -1% 43
FCB
1979
First Command Bank
Texas
$688M +$1.61M +0.2% 481
FCFS
1980
First Command Financial Services
Texas
$688M +$1.61M +0.2% 481
SIS
1981
Sound Income Strategies
Florida
$688M -$62.2M -8% 1,016
HAM
1982
Honeycomb Asset Management
New York
$687M +$341M +98% 41
CC
1983
Criteria Caixa
Spain
$687M -$48.8M -7% 31
GIM
1984
Grassi Investment Management
California
$686M -$70.9M -9% 126
FVWA
1985
Foster Victor Wealth Advisors
South Carolina
$686M +$14M +2% 147
WJA
1986
Willis Johnson & Associates
Texas
$686M -$31.3M -4% 105
AF
1987
Arrow Financial
New York
$686M -$47.7M -6% 355
AWMS
1988
Advocacy Wealth Management Services
Georgia
$685M +$63.4M +10% 156
FTDI
1989
First Trust Direct Indexing
Massachusetts
$685M -$33.3M -5% 685
PIM
1990
Perpetual Investment Management
Australia
$684M +$759K +0.1% 224
YCM
1991
Yakira Capital Management
Connecticut
$684M +$47.1M +7% 516
RIM
1992
Redpoint Investment Management
Australia
$684M -$162M -19% 620
BFG
1993
Berger Financial Group
Minnesota
$681M -$3.52M -0.5% 266
KA
1994
Kovack Advisors
Florida
$680M -$75.6M -10% 640
HBT
1995
Hills Bank & Trust
Iowa
$679M +$64M +10% 258
TFA
1996
Transamerica Financial Advisors
Florida
$679M -$27.7M -4% 687
GLA
1997
Good Life Advisors
Pennsylvania
$678M -$39.6M -6% 379
DG
1998
Discerene Group
Connecticut
$678M -$58.7M -8% 15
FF
1999
FourThought Financial
Florida
$677M -$6.4M -0.9% 1,612
ACL
2000
Azora Capital LP
Florida
$674M +$266M +65% 49