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
BOPW
1976
Brandywine Oak Private Wealth
Pennsylvania
$1.03B +$60.4M +6% 240
AMI
1977
Amica Mutual Insurance
Rhode Island
$1.03B +$26.2M +3% 138
JLBC
1978
J.L. Bainbridge & Co
Florida
$1.03B +$32.5M +3% 101
LI
1979
LRI Investments
Florida
$1.03B +$152M +17% 1,223
CS
1980
Central Securities
New York
$1.03B +$15.7M +2% 28
AL
1981
Arnhold LLC
New York
$1.03B +$83.2M +9% 122
AL
1982
AIP LLC
New York
$1.03B -$3.8M -0.4% 5
SCM
1983
SIR Capital Management
New York
$1.03B +$22.7M +2% 92
TAM
1984
Taurus Asset Management
New York
$1.03B +$40.1M +4% 93
WAM
1985
Wellesley Asset Management
New Hampshire
$1.03B +$82.4M +9% 60
CCA
1986
Clearwater Capital Advisors
Illinois
$1.03B +$82.7M +9% 177
CA
1987
Callahan Advisors
Texas
$1.03B +$64.6M +7% 149
GWM
1988
GDS Wealth Management
Texas
$1.03B +$115M +13% 175
PTC
1989
Petrus Trust Company
Texas
$1.03B -$45.1M -4% 788
TFA
1990
Transamerica Financial Advisors
Florida
$1.02B +$88M +9% 668
JMFC
1991
J.M. Forbes & Co
Massachusetts
$1.02B +$48M +5% 139
CMHI
1992
CVC Management Holdings II
Jersey
$1.02B +$137M +15% 4
SIA
1993
Soltis Investment Advisors
Utah
$1.02B +$78.5M +8% 380
PAM
1994
Palisade Asset Management
Minnesota
$1.02B +$54.2M +6% 199
APW
1995
Austin Private Wealth
Texas
$1.02B +$92.1M +10% 248
VV
1996
Verity & Verity
South Carolina
$1.02B +$103M +11% 123
SS
1997
Sunbelt Securities
Texas
$1.02B +$42.2M +4% 1,929
NIM
1998
Nexus Investment Management
Ontario, Canada
$1.02B +$67.6M +7% 76
MAM
1999
Melqart Asset Management
United Kingdom
$1.02B -$47.3M -4% 63
CHP
2000
Cable Hill Partners
Oregon
$1.02B +$95.1M +10% 249