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
CA
1976
Callahan Advisors
Texas
$731M +$34.4M +5% 146
FFW
1977
Fusion Family Wealth
New York
$730M +$65.2M +10% 45
SAM
1978
Sawgrass Asset Management
Florida
$730M +$30M +4% 170
WWA
1979
WCG Wealth Advisors
Nevada
$729M -$27.2M -4% 289
PP
1980
Prospector Partners
Connecticut
$727M +$75.1M +12% 112
VFP
1981
Verus Financial Partners
Virginia
$727M +$66.1M +10% 109
GLA
1982
Good Life Advisors
Pennsylvania
$724M +$45.6M +7% 374
CAM
1983
Carret Asset Management
New York
$724M +$53.4M +8% 281
AAP
1984
Arax Advisory Partners
Colorado
$723M +$88.9M +14% 1,372
TWA
1985
TCI Wealth Advisors
Arizona
$722M +$104M +17% 2,722
BC
1986
Brahman Capital
New York
$721M +$14.5M +2% 27
IB
1987
Intrust Bank
Kansas
$721M +$72.1M +11% 395
MFA
1988
Mayflower Financial Advisors
Massachusetts
$720M +$99.7M +16% 371
SMC
1989
Smith, Moore & Co
Missouri
$720M +$61.3M +9% 397
HCM
1990
Hengehold Capital Management
Ohio
$720M +$69.2M +11% 176
JFA
1991
JNBA Financial Advisors
Minnesota
$720M +$71.6M +11% 717
CWM
1992
Campbell Wealth Management
Virginia
$718M +$26.5M +4% 79
CB
1993
Community Bank
New York
$718M +$62.8M +10% 728
UAS
1994
United Asset Strategies
New York
$717M +$66.5M +10% 241
TA
1995
TA Associates
Massachusetts
$717M -$289M -29% 2
EF
1996
Empowered Funds
Pennsylvania
$717M -$316M -31% 496
LGWM
1997
Litman Gregory Wealth Management
California
$716M +$90.5M +14% 82
EC
1998
Estate Counselors
Wisconsin
$715M +$68.7M +11% 195
JIR
1999
James Investment Research
Ohio
$715M +$14.1M +2% 619
CPA
2000
Cardiff Park Advisors
California
$715M +$77.2M +12% 331