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
DWM
1976
Diversify Wealth Management
Utah
$1.04B +$234M +29% 504
USGIU
1977
U.S. Global Investors (USGI)
Texas
$1.04B -$16.4M -2% 158
SCB
1978
Saudi Central Bank
Saudi Arabia
$1.04B +$44.5M +4% 7
LCS
1979
Levin Capital Strategies
New York
$1.03B +$88.1M +9% 257
CCM
1980
Coliseum Capital Management
Connecticut
$1.03B -$87.9M -8% 16
CIS
1981
Connors Investor Services
Pennsylvania
$1.03B +$72.2M +8% 168
BOPW
1982
Brandywine Oak Private Wealth
Pennsylvania
$1.03B +$60.4M +6% 240
AMI
1983
Amica Mutual Insurance
Rhode Island
$1.03B +$26.2M +3% 138
JLBC
1984
J.L. Bainbridge & Co
Florida
$1.03B +$32.5M +3% 101
LI
1985
LRI Investments
Florida
$1.03B +$152M +17% 1,223
CS
1986
Central Securities
New York
$1.03B +$15.7M +2% 28
AL
1987
Arnhold LLC
New York
$1.03B +$83.2M +9% 122
AL
1988
AIP LLC
New York
$1.03B -$3.8M -0.4% 5
SCM
1989
SIR Capital Management
New York
$1.03B +$22.7M +2% 92
TAM
1990
Taurus Asset Management
New York
$1.03B +$40.1M +4% 93
WAM
1991
Wellesley Asset Management
New Hampshire
$1.03B +$82.4M +9% 60
CCA
1992
Clearwater Capital Advisors
Illinois
$1.03B +$82.7M +9% 177
CA
1993
Callahan Advisors
Texas
$1.03B +$64.6M +7% 149
GWM
1994
GDS Wealth Management
Texas
$1.03B +$115M +13% 175
PTC
1995
Petrus Trust Company
Texas
$1.03B -$45.1M -4% 788
TFA
1996
Transamerica Financial Advisors
Florida
$1.02B +$88M +9% 668
JMFC
1997
J.M. Forbes & Co
Massachusetts
$1.02B +$48M +5% 139
CMHI
1998
CVC Management Holdings II
Jersey
$1.02B +$137M +15% 4
SIA
1999
Soltis Investment Advisors
Utah
$1.02B +$78.5M +8% 380
PAM
2000
Palisade Asset Management
Minnesota
$1.02B +$54.2M +6% 199