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
CTC
1976
Chai Trust Company
Illinois
$732M +$59.7M +9% 26
CA
1977
Callahan Advisors
Texas
$731M +$34.4M +5% 146
FFW
1978
Fusion Family Wealth
New York
$730M +$65.2M +10% 45
SAM
1979
Sawgrass Asset Management
Florida
$730M +$30M +4% 170
WWA
1980
WCG Wealth Advisors
Nevada
$729M -$27.2M -4% 289
PP
1981
Prospector Partners
Connecticut
$727M +$75.1M +12% 112
VFP
1982
Verus Financial Partners
Virginia
$727M +$66.1M +10% 109
GLA
1983
Good Life Advisors
Pennsylvania
$724M +$45.6M +7% 374
CAM
1984
Carret Asset Management
New York
$724M +$53.4M +8% 281
AAP
1985
Arax Advisory Partners
Colorado
$723M +$88.9M +14% 1,372
TWA
1986
TCI Wealth Advisors
Arizona
$722M +$104M +17% 2,722
BC
1987
Brahman Capital
New York
$721M +$14.5M +2% 27
IB
1988
Intrust Bank
Kansas
$721M +$72.1M +11% 395
MFA
1989
Mayflower Financial Advisors
Massachusetts
$720M +$99.7M +16% 371
SMC
1990
Smith, Moore & Co
Missouri
$720M +$61.3M +9% 397
HCM
1991
Hengehold Capital Management
Ohio
$720M +$69.2M +11% 176
JFA
1992
JNBA Financial Advisors
Minnesota
$720M +$71.6M +11% 717
CWM
1993
Campbell Wealth Management
Virginia
$718M +$26.5M +4% 79
CB
1994
Community Bank
New York
$718M +$62.8M +10% 728
UAS
1995
United Asset Strategies
New York
$717M +$66.5M +10% 241
TA
1996
TA Associates
Massachusetts
$717M -$289M -29% 2
EF
1997
Empowered Funds
Pennsylvania
$717M -$316M -31% 496
LGWM
1998
Litman Gregory Wealth Management
California
$716M +$90.5M +14% 82
EC
1999
Estate Counselors
Wisconsin
$715M +$68.7M +11% 195
JIR
2000
James Investment Research
Ohio
$715M +$14.1M +2% 619