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
NGA
1976
Naples Global Advisors
Florida
$977M +$67.6M +7% 420
XF
1977
XML Financial
Maryland
$977M +$28.3M +3% 351
NIP
1978
Nicholas Investment Partners
California
$976M +$122M +14% 237
CC
1979
Cornerstone Capital
California
$975M +$62.2M +7% 94
ACM
1980
AlphaStar Capital Management
North Carolina
$975M -$121M -11% 321
RW
1981
RVW Wealth
California
$973M +$62.9M +7% 153
WA
1982
WBH Advisory
Maryland
$972M +$72.7M +8% 320
AE
1983
American Express
New York
$971M -$71.3M -7% 5
SAF
1984
Smith Anglin Financial
Texas
$969M +$97.1M +11% 213
TAM
1985
Telemark Asset Management
Massachusetts
$968M +$296M +44% 69
MB
1986
Mizuho Bank
Japan
$967M +$120M +14% 8
KP
1987
Keel Point
Alabama
$967M +$129M +15% 393
ITP
1988
Iron Triangle Partners
Connecticut
$966M +$193M +25% 39
WC
1989
Woodstock Corp
Massachusetts
$966M +$102M +12% 168
WP
1990
WealthPLAN Partners
Nebraska
$966M -$6.99M -0.7% 354
KFP
1991
KMG Fiduciary Partners
Ohio
$965M +$107M +12% 243
FFW
1992
Fusion Family Wealth
New York
$965M +$78M +9% 43
FHC
1993
First Heartland Consultants
Missouri
$963M +$134M +16% 443
SMA
1994
Sage Mountain Advisors
Georgia
$962M +$100M +12% 428
TCM
1995
Tang Capital Management
California
$960M -$122M -11% 146
CAM
1996
Cozad Asset Management
Illinois
$960M +$93.2M +11% 405
GCL
1997
Glazer Capital LLC
New York
$960M -$10M -1% 173
GEM
1998
Global Endowment Management
North Carolina
$960M +$61.4M +7% 142
CGA
1999
Crescent Grove Advisors
Illinois
$959M +$62.2M +7% 308
SEC
2000
Seven Eight Capital
New York
$958M +$93.2M +11% 864