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
AL
1976
AIP LLC
New York
$1.03B -$3.8M -0.4% 5
SCM
1977
SIR Capital Management
New York
$1.03B +$22.7M +2% 92
TAM
1978
Taurus Asset Management
New York
$1.03B +$40.1M +4% 93
WAM
1979
Wellesley Asset Management
New Hampshire
$1.03B +$82.4M +9% 60
CCA
1980
Clearwater Capital Advisors
Illinois
$1.03B +$82.7M +9% 177
CA
1981
Callahan Advisors
Texas
$1.03B +$64.6M +7% 149
GWM
1982
GDS Wealth Management
Texas
$1.03B +$115M +13% 175
PTC
1983
Petrus Trust Company
Texas
$1.03B -$45.1M -4% 788
TFA
1984
Transamerica Financial Advisors
Florida
$1.02B +$88M +9% 668
JMFC
1985
J.M. Forbes & Co
Massachusetts
$1.02B +$48M +5% 139
CMHI
1986
CVC Management Holdings II
Jersey
$1.02B +$137M +15% 4
SIA
1987
Soltis Investment Advisors
Utah
$1.02B +$78.5M +8% 380
PAM
1988
Palisade Asset Management
Minnesota
$1.02B +$54.2M +6% 199
APW
1989
Austin Private Wealth
Texas
$1.02B +$92.1M +10% 248
VV
1990
Verity & Verity
South Carolina
$1.02B +$103M +11% 123
SS
1991
Sunbelt Securities
Texas
$1.02B +$42.2M +4% 1,929
NIM
1992
Nexus Investment Management
Ontario, Canada
$1.02B +$67.6M +7% 76
MAM
1993
Melqart Asset Management
United Kingdom
$1.02B -$47.3M -4% 63
CHP
1994
Cable Hill Partners
Oregon
$1.02B +$95.1M +10% 249
TCBWMS
1995
Texas Capital Bank Wealth Management Services
Texas
$1.02B +$54.5M +6% 236
GCA
1996
Guardian Capital Advisors
Ontario, Canada
$1.02B +$76.6M +8% 176
QIM
1997
Quantitative Investment Management
Virginia
$1.01B +$97.5M +11% 468
NEWAS
1998
N.E.W. Advisory Services
Wisconsin
$1.01B +$87.7M +9% 188
HIA
1999
Harbor Investment Advisory
Maryland
$1.01B +$55.7M +6% 1,322
PLFA
2000
Pacific Life Fund Advisors
California
$1.01B +$10.5M +1% 23