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
BFS
1976
Bard Financial Services
Connecticut
$809M -$512M -39% 331
GCP
1977
Greenoaks Capital Partners
California
$809M -$17.2M -2% 16
FFW
1978
Fusion Family Wealth
New York
$808M -$24.1M -3% 46
MGWM
1979
Marks Group Wealth Management
Minnesota
$808M -$33.1M -4% 285
AIP
1980
ARS Investment Partners
New York
$807M -$49M -6% 167
HH
1981
Hilltop Holdings
Texas
$807M -$3.28M -0.4% 637
SGCIA
1982
Smith Graham & Co Investment Advisors
Texas
$804M -$22.2M -3% 145
1IA
1983
1834 Investment Advisors
Wisconsin
$804M -$35.2M -4% 243
SVWAG
1984
Sound View Wealth Advisors Group
Georgia
$804M +$41.2M +5% 379
RCM
1985
Radcliffe Capital Management
Pennsylvania
$804M -$371M -32% 606
SC
1986
Syon Capital
California
$803M 366
DG
1987
DigitalBridge Group
Florida
$803M +$14.5M +2% 67
VFA
1988
Voya Financial Advisors
Connecticut
$803M -$55.8M -6% 245
AAP
1989
Arax Advisory Partners
Colorado
$803M +$19.6M +2% 1,390
CGA
1990
Crescent Grove Advisors
Illinois
$803M -$129M -14% 310
JC
1991
Jacobs & Co
California
$802M -$38.5M -5% 121
CC
1992
Criteria Caixa
Spain
$802M -$25.6M -3% 28
CP
1993
CenterBook Partners
Connecticut
$802M +$2.33M +0.3% 521
LCS
1994
Levin Capital Strategies
New York
$801M -$62.7M -7% 306
JFA
1995
JNBA Financial Advisors
Minnesota
$801M -$33.2M -4% 769
BIC
1996
Beach Investment Counsel
Pennsylvania
$800M -$40.5M -5% 163
ACM
1997
AlphaStar Capital Management
North Carolina
$799M -$86.8M -10% 275
VV
1998
Verity & Verity
South Carolina
$798M -$16.9M -2% 107
WC
1999
Woodstock Corp
Massachusetts
$797M -$50M -6% 175
CA
2000
Callahan Advisors
Texas
$796M -$26.8M -3% 141