Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SCM
1976
SIR Capital Management
New York
$1.03B +$22.7M +2% 2.25% 39.5% 92
TAM
1977
Taurus Asset Management
New York
$1.03B +$40.1M +4% 5.33% 26.9% 93
WAM
1978
Wellesley Asset Management
New Hampshire
$1.03B +$82.4M +9% 0% 0% 60
CCA
1979
Clearwater Capital Advisors
Illinois
$1.03B +$82.7M +9% 5.12% 32.9% 177
CA
1980
Callahan Advisors
Texas
$1.03B +$64.6M +7% 8.1% 75.1% 149
GWM
1981
GDS Wealth Management
Texas
$1.03B +$115M +13% 5.5% 45.8% 175
PTC
1982
Petrus Trust Company
Texas
$1.03B -$45.1M -4% 7.58% 46.1% 788
TFA
1983
Transamerica Financial Advisors
Florida
$1.02B +$88M +9% 4.88% 50.1% 668
JMFC
1984
J.M. Forbes & Co
Massachusetts
$1.02B +$48M +5% 5.94% 89.1% 139
CMHI
1985
CVC Management Holdings II
Jersey
$1.02B +$137M +15% 16% 4
SIA
1986
Soltis Investment Advisors
Utah
$1.02B +$78.5M +8% 5.74% 59.9% 380
PAM
1987
Palisade Asset Management
Minnesota
$1.02B +$54.2M +6% 9.62% 49.5% 199
APW
1988
Austin Private Wealth
Texas
$1.02B +$92.1M +10% 5.18% 48.9% 248
VV
1989
Verity & Verity
South Carolina
$1.02B +$103M +11% 10.2% 47.2% 123
SS
1990
Sunbelt Securities
Texas
$1.02B +$42.2M +4% 5.57% 73.8% 1,929
NIM
1991
Nexus Investment Management
Ontario, Canada
$1.02B +$67.6M +7% 7.51% 44.2% 76
MAM
1992
Melqart Asset Management
United Kingdom
$1.02B -$47.3M -4% 2.1% 136% 63
CHP
1993
Cable Hill Partners
Oregon
$1.02B +$95.1M +10% 6.92% 20.3% 249
TCBWMS
1994
Texas Capital Bank Wealth Management Services
Texas
$1.02B +$54.5M +6% 5.9% 74% 236
GCA
1995
Guardian Capital Advisors
Ontario, Canada
$1.02B +$76.6M +8% 9.74% 26.1% 176
QIM
1996
Quantitative Investment Management
Virginia
$1.01B +$97.5M +11% 9.39% 38.9% 468
NEWAS
1997
N.E.W. Advisory Services
Wisconsin
$1.01B +$87.7M +9% 6.66% 41% 188
HIA
1998
Harbor Investment Advisory
Maryland
$1.01B +$55.7M +6% 6.07% 75.5% 1,322
PLFA
1999
Pacific Life Fund Advisors
California
$1.01B +$10.5M +1% 7.76% 23
FNFDCM
2000
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.01B +$34.2M +3% 5.36% 43.1% 169