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
JMFC
1976
J.M. Forbes & Co
Massachusetts
$976M +$53.4M +6% 136
ICP
1977
Ilex Capital Partners
United Kingdom
$976M -$42.7M -4% 32
1WCM
1978
12 West Capital Management
New York
$973M -$125M -11% 24
BOPW
1979
Brandywine Oak Private Wealth
Pennsylvania
$972M +$14.9M +2% 237
AIM
1980
Anchor Investment Management
South Carolina
$972M +$17.7M +2% 1,088
SVWAG
1981
Sound View Wealth Advisors Group
Georgia
$970M +$32M +3% 374
SMC
1982
Smith, Moore & Co
Missouri
$970M +$31.2M +3% 458
CIAS
1983
Capital Investment Advisory Services
North Carolina
$969M +$35.7M +4% 1,003
PWMAG
1984
Pinnacle Wealth Management Advisory Group
New Jersey
$969M +$37M +4% 373
LF
1985
Longbow Finance
Switzerland
$967M -$21.5M -2% 86
GGI
1986
Godsey & Gibb Inc
Virginia
$967M +$17.6M +2% 441
BFS
1987
Bard Financial Services
Connecticut
$967M +$25.6M +3% 238
PAM
1988
Palisade Asset Management
Minnesota
$967M -$59.5M -6% 408
LFCM
1989
Long Focus Capital Management
Puerto Rico
$967M +$101M +12% 97
RP
1990
Regal Partners
Australia
$965M -$29.4M -3% 62
NIP
1991
Nicholas Investment Partners
California
$964M -$12.5M -1% 248
CA
1992
CoreCap Advisors
Michigan
$963M -$925M -49% 2,694
TCBWMS
1993
Texas Capital Bank Wealth Management Services
Texas
$962M +$51.7M +6% 223
CA
1994
Callahan Advisors
Texas
$962M +$8.28M +0.9% 152
HCM
1995
Hengehold Capital Management
Ohio
$961M +$23M +2% 198
CIS
1996
Connors Investor Services
Pennsylvania
$961M +$12.2M +1% 164
TCM
1997
TCG Crossover Management
California
$960M -$305M -24% 35
WSIB
1998
Washington State Investment Board
Washington
$959M +$326M +52% 2
COCM
1999
Charter Oak Capital Management
New Hampshire
$958M +$25.2M +3% 190
HIA
2000
Harbor Investment Advisory
Maryland
$958M +$1.12M +0.1% 1,479