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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MGWM
1976
Marks Group Wealth Management
Minnesota
$732M +$75.3M +11% 11.1% 69.3% 297
LCG
1977
Lisanti Capital Growth
New York
$732M -$15.6M -2% 23.5% 1,060% 171
CTC
1978
Chai Trust Company
Illinois
$732M +$59.7M +9% 9.92% 15.5% 26
CA
1979
Callahan Advisors
Texas
$731M +$34.4M +5% 10.4% 75.1% 146
FFW
1980
Fusion Family Wealth
New York
$730M +$65.2M +10% 8.63% 44.2% 45
SAM
1981
Sawgrass Asset Management
Florida
$730M +$30M +4% 9.04% 77.6% 170
WWA
1982
WCG Wealth Advisors
Nevada
$729M -$27.2M -4% 7.04% 50.4% 289
PP
1983
Prospector Partners
Connecticut
$727M +$75.1M +12% 12.9% 60.3% 112
VFP
1984
Verus Financial Partners
Virginia
$727M +$66.1M +10% 7.13% 33.4% 109
GLA
1985
Good Life Advisors
Pennsylvania
$724M +$45.6M +7% 6.93% 60% 374
CAM
1986
Carret Asset Management
New York
$724M +$53.4M +8% 10.5% 75.2% 281
AAP
1987
Arax Advisory Partners
Colorado
$723M +$88.9M +14% 6.91% 43.8% 1,372
TWA
1988
TCI Wealth Advisors
Arizona
$722M +$104M +17% 10.8% 51.5% 2,722
BC
1989
Brahman Capital
New York
$721M +$14.5M +2% 9.1% 16.7% 27
IB
1990
Intrust Bank
Kansas
$721M +$72.1M +11% 11.3% 80.9% 395
MFA
1991
Mayflower Financial Advisors
Massachusetts
$720M +$99.7M +16% 9.95% 53.2% 371
SMC
1992
Smith, Moore & Co
Missouri
$720M +$61.3M +9% 8.72% 51.1% 397
HCM
1993
Hengehold Capital Management
Ohio
$720M +$69.2M +11% 9.31% 38.9% 176
JFA
1994
JNBA Financial Advisors
Minnesota
$720M +$71.6M +11% 10.3% 46.1% 717
CWM
1995
Campbell Wealth Management
Virginia
$718M +$26.5M +4% 4.4% 11.2% 79
CB
1996
Community Bank
New York
$718M +$62.8M +10% 10.7% 50.4% 728
UAS
1997
United Asset Strategies
New York
$717M +$66.5M +10% 10.7% 89.4% 241
TA
1998
TA Associates
Massachusetts
$717M -$289M -29% 27.3% – 2
EF
1999
Empowered Funds
Pennsylvania
$717M -$316M -31% 4.92% 75.5% 496
LGWM
2000
Litman Gregory Wealth Management
California
$716M +$90.5M +14% 6.54% 41.2% 82
78 79
80
81 82