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
W
1976
Wealthquest
Ohio
$902M +$87.6M +11% 138
TCM
1977
TCG Crossover Management
California
$902M +$223M +33% 31
LCS
1978
Levin Capital Strategies
New York
$901M +$99.9M +12% 290
SCM
1979
Soleus Capital Management
Connecticut
$901M -$91.3M -9% 107
FFS
1980
Founders Financial Securities
Maryland
$901M +$129M +17% 392
LGM
1981
Logos Global Management
California
$899M +$198M +28% 71
WA
1982
WBH Advisory
Maryland
$899M +$84.2M +10% 313
TSAM
1983
Trinity Street Asset Management
United Kingdom
$899M +$120M +15% 22
GEM
1984
Global Endowment Management
North Carolina
$898M -$36.1M -4% 139
CPA
1985
Cardiff Park Advisors
California
$898M +$108M +14% 341
BOPW
1986
Brandywine Oak Private Wealth
Pennsylvania
$898M +$57.6M +7% 237
N
1987
Naspers
South Africa
$898M -$1.36B -60% 4
AAP
1988
Arax Advisory Partners
Colorado
$898M +$94.7M +12% 1,457
CGA
1989
Crescent Grove Advisors
Illinois
$897M +$94.2M +12% 302
CC
1990
Clearline Capital
New York
$895M -$115M -11% 135
KCPG
1991
Kavar Capital Partners Group
Kansas
$895M +$434M +94% 170
AL
1992
Arnhold LLC
New York
$895M +$56.1M +7% 133
SBCM
1993
Schwerin Boyle Capital Management
Massachusetts
$895M +$43M +5% 53
MCM
1994
Mason Capital Management
New York
$894M -$269M -23% 9
CCA
1995
Clearwater Capital Advisors
Illinois
$892M +$76.3M +9% 159
FAAM
1996
First Ascent Asset Management
Colorado
$892M +$118M +15% 53
BST
1997
Bath Savings Trust
Maine
$892M +$78.2M +10% 162
BFS
1998
Bard Financial Services
Connecticut
$892M +$82.8M +10% 240
NPT
1999
Nixon Peabody Trust
Massachusetts
$892M +$772M +647% 131
BONST
2000
Bank of Nova Scotia Trust
Ontario, Canada
$891M +$49.2M +6% 140