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
DBT
1976
Dubuque Bank & Trust
Iowa
$780M +$15.2M +2% 235
FFW
1977
Fusion Family Wealth
New York
$778M +$47.6M +7% 39
VC
1978
Voss Capital
Texas
$778M +$265M +52% 55
FDCC
1979
Foster Dykema Cabot & Co
Massachusetts
$777M +$63.3M +9% 249
DG
1980
Discerene Group
Connecticut
$775M -$34.3M -4% 15
QCMNJ
1981
Quantum Capital Management (New Jersey)
New Jersey
$774M +$16.6M +2% 27
KA
1982
Kintegral Advisory
New York
$774M +$19.3M +3% 265
CA
1983
Callahan Advisors
Texas
$774M +$43.4M +6% 142
JCM
1984
Jag Capital Management
Missouri
$773M +$83.9M +12% 191
KCM
1985
Kynam Capital Management
New Jersey
$773M +$121M +19% 39
MHIC
1986
Marble Harbor Investment Counsel
Massachusetts
$772M +$30M +4% 193
RI
1987
RWWM Inc
California
$772M +$11M +1% 14
RCG
1988
Rock Creek Group
District of Columbia
$772M -$48.3M -6% 210
W
1989
Wealthquest
Ohio
$771M -$6.48M -0.8% 129
WAM
1990
Weatherly Asset Management
California
$771M +$37.9M +5% 178
TWA
1991
TCI Wealth Advisors
Arizona
$771M +$48.1M +7% 2,702
SAM
1992
Sawgrass Asset Management
Florida
$770M +$39.8M +5% 180
HPM
1993
H. Partners Management
New York
$770M -$23.7M -3% 2
FG
1994
Fiduciary Group
Georgia
$769M +$18.5M +2% 239
JFA
1995
JNBA Financial Advisors
Minnesota
$768M +$48.8M +7% 746
SCA
1996
Summit Creek Advisors
Minnesota
$768M +$33.4M +5% 81
NP
1997
Ninepoint Partners
Ontario, Canada
$768M +$55.1M +8% 98
AF
1998
Arrow Financial
New York
$767M +$30.1M +4% 335
WB
1999
Webster Bank
Connecticut
$767M +$27.4M +4% 584
MPMG
2000
Minneapolis Portfolio Management Group
Minnesota
$767M +$64.2M +9% 31