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
SCA
1976
Summit Creek Advisors
Minnesota
$735M +$8.68M +1% 74
MMC
1977
Mizuho Markets Cayman
Cayman Islands
$734M +$34.9M +5% 57
MG
1978
Magnolia Group
Nebraska
$733M +$71.4M +11% 12
PCMF
1979
Private Capital Management (Florida)
Florida
$733M +$77.9M +12% 135
BFG
1980
Beacon Financial Group
Texas
$733M +$89.4M +14% 242
WAM
1981
Weatherly Asset Management
California
$733M +$36.8M +5% 176
MGWM
1982
Marks Group Wealth Management
Minnesota
$732M +$75.3M +11% 297
LCG
1983
Lisanti Capital Growth
New York
$732M -$15.6M -2% 171
CTC
1984
Chai Trust Company
Illinois
$732M +$59.7M +9% 26
CA
1985
Callahan Advisors
Texas
$731M +$34.4M +5% 146
FFW
1986
Fusion Family Wealth
New York
$730M +$65.2M +10% 45
SAM
1987
Sawgrass Asset Management
Florida
$730M +$30M +4% 170
WWA
1988
WCG Wealth Advisors
Nevada
$729M -$27.2M -4% 289
PP
1989
Prospector Partners
Connecticut
$727M +$75.1M +12% 112
VFP
1990
Verus Financial Partners
Virginia
$727M +$66.1M +10% 109
GLA
1991
Good Life Advisors
Pennsylvania
$724M +$45.6M +7% 374
CAM
1992
Carret Asset Management
New York
$724M +$53.4M +8% 281
AAP
1993
Arax Advisory Partners
Colorado
$723M +$88.9M +14% 1,372
TWA
1994
TCI Wealth Advisors
Arizona
$722M +$104M +17% 2,722
BC
1995
Brahman Capital
New York
$721M +$14.5M +2% 27
IB
1996
Intrust Bank
Kansas
$721M +$72.1M +11% 395
MFA
1997
Mayflower Financial Advisors
Massachusetts
$720M +$99.7M +16% 371
SMC
1998
Smith, Moore & Co
Missouri
$720M +$61.3M +9% 397
HCM
1999
Hengehold Capital Management
Ohio
$720M +$69.2M +11% 176
JFA
2000
JNBA Financial Advisors
Minnesota
$720M +$71.6M +11% 717