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
AIM
1976
Anchor Investment Management
South Carolina
$972M +$17.7M +2% 1,088
SVWAG
1977
Sound View Wealth Advisors Group
Georgia
$970M +$32M +3% 374
SMC
1978
Smith, Moore & Co
Missouri
$970M +$31.2M +3% 458
CIAS
1979
Capital Investment Advisory Services
North Carolina
$969M +$35.7M +4% 1,003
PWMAG
1980
Pinnacle Wealth Management Advisory Group
New Jersey
$969M +$37M +4% 373
LF
1981
Longbow Finance
Switzerland
$967M -$21.5M -2% 86
GGI
1982
Godsey & Gibb Inc
Virginia
$967M +$17.6M +2% 441
BFS
1983
Bard Financial Services
Connecticut
$967M +$25.6M +3% 238
PAM
1984
Palisade Asset Management
Minnesota
$967M -$59.5M -6% 408
LFCM
1985
Long Focus Capital Management
Puerto Rico
$967M +$101M +12% 97
RP
1986
Regal Partners
Australia
$965M -$29.4M -3% 62
NIP
1987
Nicholas Investment Partners
California
$964M -$12.5M -1% 248
CA
1988
CoreCap Advisors
Michigan
$963M -$925M -49% 2,694
TCBWMS
1989
Texas Capital Bank Wealth Management Services
Texas
$962M +$51.7M +6% 223
CA
1990
Callahan Advisors
Texas
$962M +$8.28M +0.9% 152
HCM
1991
Hengehold Capital Management
Ohio
$961M +$23M +2% 198
CIS
1992
Connors Investor Services
Pennsylvania
$961M +$12.2M +1% 164
TCM
1993
TCG Crossover Management
California
$960M -$305M -24% 35
WSIB
1994
Washington State Investment Board
Washington
$959M +$326M +52% 2
COCM
1995
Charter Oak Capital Management
New Hampshire
$958M +$25.2M +3% 190
HIA
1996
Harbor Investment Advisory
Maryland
$958M +$1.12M +0.1% 1,479
SEC
1997
Seven Eight Capital
New York
$958M -$53.5K -0% 932
SWP
1998
Strategic Wealth Partners
Ohio
$958M +$46.1M +5% 312
GC
1999
Globeflex Capital
California
$957M -$69.4M -7% 537
MIM
2000
Morningstar Investment Management
Illinois
$957M +$34.8M +4% 205