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
WA
1976
WBH Advisory
Maryland
$972M +$72.7M +8% 320
AE
1977
American Express
New York
$971M -$71.3M -7% 5
SAF
1978
Smith Anglin Financial
Texas
$969M +$97.1M +11% 213
TAM
1979
Telemark Asset Management
Massachusetts
$968M +$296M +44% 69
MB
1980
Mizuho Bank
Japan
$967M +$120M +14% 8
KP
1981
Keel Point
Alabama
$967M +$129M +15% 393
ITP
1982
Iron Triangle Partners
Connecticut
$966M +$193M +25% 39
WC
1983
Woodstock Corp
Massachusetts
$966M +$102M +12% 168
WP
1984
WealthPLAN Partners
Nebraska
$966M -$6.99M -0.7% 354
KFP
1985
KMG Fiduciary Partners
Ohio
$965M +$107M +12% 243
FFW
1986
Fusion Family Wealth
New York
$965M +$78M +9% 43
FHC
1987
First Heartland Consultants
Missouri
$963M +$134M +16% 443
SMA
1988
Sage Mountain Advisors
Georgia
$962M +$100M +12% 428
TCM
1989
Tang Capital Management
California
$960M -$122M -11% 146
CAM
1990
Cozad Asset Management
Illinois
$960M +$93.2M +11% 405
GCL
1991
Glazer Capital LLC
New York
$960M -$10M -1% 173
GEM
1992
Global Endowment Management
North Carolina
$960M +$61.4M +7% 142
CGA
1993
Crescent Grove Advisors
Illinois
$959M +$62.2M +7% 308
SEC
1994
Seven Eight Capital
New York
$958M +$93.2M +11% 864
PL
1995
Parkwood LLC
Ohio
$957M +$331M +53% 204
BOPW
1996
Brandywine Oak Private Wealth
Pennsylvania
$957M +$59M +7% 240
TW
1997
TritonPoint Wealth
Maryland
$957M -$68.1M -7% 327
MGWM
1998
Marks Group Wealth Management
Minnesota
$957M +$79.2M +9% 307
HIA
1999
Harbor Investment Advisory
Maryland
$957M +$90.1M +10% 1,370
SI
2000
Symmetry Investments
Jersey
$955M +$409M +75% 241