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
NIP
1976
Nicholas Investment Partners
California
$976M +$122M +14% 237
CC
1977
Cornerstone Capital
California
$975M +$62.2M +7% 94
ACM
1978
AlphaStar Capital Management
North Carolina
$975M -$121M -11% 321
RW
1979
RVW Wealth
California
$973M +$62.9M +7% 153
WA
1980
WBH Advisory
Maryland
$972M +$72.7M +8% 320
AE
1981
American Express
New York
$971M -$71.3M -7% 5
SAF
1982
Smith Anglin Financial
Texas
$969M +$97.1M +11% 213
TAM
1983
Telemark Asset Management
Massachusetts
$968M +$296M +44% 69
MB
1984
Mizuho Bank
Japan
$967M +$120M +14% 8
KP
1985
Keel Point
Alabama
$967M +$129M +15% 393
ITP
1986
Iron Triangle Partners
Connecticut
$966M +$193M +25% 39
WC
1987
Woodstock Corp
Massachusetts
$966M +$102M +12% 168
WP
1988
WealthPLAN Partners
Nebraska
$966M -$6.99M -0.7% 354
KFP
1989
KMG Fiduciary Partners
Ohio
$965M +$107M +12% 243
FFW
1990
Fusion Family Wealth
New York
$965M +$78M +9% 43
FHC
1991
First Heartland Consultants
Missouri
$963M +$134M +16% 443
SMA
1992
Sage Mountain Advisors
Georgia
$962M +$100M +12% 428
TCM
1993
Tang Capital Management
California
$960M -$122M -11% 146
CAM
1994
Cozad Asset Management
Illinois
$960M +$93.2M +11% 405
GCL
1995
Glazer Capital LLC
New York
$960M -$10M -1% 173
GEM
1996
Global Endowment Management
North Carolina
$960M +$61.4M +7% 142
CGA
1997
Crescent Grove Advisors
Illinois
$959M +$62.2M +7% 308
SEC
1998
Seven Eight Capital
New York
$958M +$93.2M +11% 864
PL
1999
Parkwood LLC
Ohio
$957M +$331M +53% 204
BOPW
2000
Brandywine Oak Private Wealth
Pennsylvania
$957M +$59M +7% 240