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
JLBC
1976
J.L. Bainbridge & Co
Florida
$1.06B +$27.9M +3% 104
KA
1977
Kintegral Advisory
New York
$1.06B -$30.6M -3% 238
AF
1978
Atlas FRM
Connecticut
$1.06B +$20.5M +2% 11
NWM
1979
Nicola Wealth Management
British Columbia, Canada
$1.06B -$203M -16% 115
DGM
1980
Darwin Global Management
Jersey
$1.06B -$174M -14% 8
AF
1981
Arrow Financial
New York
$1.05B -$28M -3% 341
NEWAS
1982
N.E.W. Advisory Services
Wisconsin
$1.05B +$38.7M +4% 196
PNAA
1983
Pictet North America Advisors
Switzerland
$1.05B +$41.8M +4% 150
BGM
1984
Burkehill Global Management
New York
$1.05B 38
FI
1985
FJ Investments
Utah
$1.05B +$40.3M +4% 4
CISOA
1986
Capital Investment Services of America
Wisconsin
$1.05B +$1.1M +0.1% 78
CPA
1987
Cardiff Park Advisors
California
$1.05B -$58.7M -5% 352
PIM
1988
Provident Investment Management
Michigan
$1.05B -$74M -7% 79
LCS
1989
Levin Capital Strategies
New York
$1.05B +$13.1M +1% 257
CS
1990
Central Securities
New York
$1.05B +$16.5M +2% 29
FLAM
1991
First Light Asset Management
Minnesota
$1.05B -$157M -13% 47
DE
1992
Diversified Enterprises
Delaware
$1.04B +$133M +15% 244
ZIG
1993
Zuckerman Investment Group
Illinois
$1.04B +$68.5M +7% 161
WTB
1994
Washington Trust Bank
Washington
$1.04B -$3.44M -0.3% 226
GL
1995
GTCR LLC
Illinois
$1.04B -$243M -19% 4
CIAS
1996
Capital Investment Advisory Services
North Carolina
$1.04B -$15.3M -1% 1,019
JMFC
1997
J.M. Forbes & Co
Massachusetts
$1.04B +$15M +1% 144
ZA
1998
Zazove Associates
Nevada
$1.04B +$103M +11% 148
LI
1999
LRI Investments
Florida
$1.04B +$7.39M +0.7% 1,179
WC
2000
Woodstock Corp
Massachusetts
$1.04B -$1.22M -0.1% 167