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
TAM
1976
Taurus Asset Management
New York
$1.03B +$534K +0.1% 91
RIM
1977
Redwood Investment Management
Arizona
$1.03B -$101M -9% 390
PO
1978
Paradigm Operations
California
$1.02B +$220M +27% 1
TCM
1979
TCG Crossover Management
California
$1.02B -$157M -13% 41
RA
1980
Rational Advisors
New York
$1.02B -$16.2M -2% 186
BOPW
1981
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$9.74M -0.9% 244
CCA
1982
Clearwater Capital Advisors
Illinois
$1.02B -$4.72M -0.5% 181
SW
1983
SlateStone Wealth
Florida
$1.02B -$91.1M -8% 306
PCM
1984
Penn Capital Management
Pennsylvania
$1.02B -$69.9M -6% 181
TSAM
1985
Trinity Street Asset Management
United Kingdom
$1.02B +$15.9M +2% 15
KA
1986
Kovack Advisors
Florida
$1.02B +$74.8M +8% 646
LSA
1987
Leonteq Securities AG
Switzerland
$1.02B +$168M +20% 1,278
KFGK
1988
Keystone Financial Group (Kentucky)
Kentucky
$1.02B +$235M +30% 409
6CM
1989
683 Capital Management
New York
$1.02B +$34.6M +4% 250
GAM
1990
Gemmer Asset Management
California
$1.02B +$16.7M +2% 162
CNBT
1991
Canandaigua National Bank & Trust
New York
$1.02B -$35.4M -3% 347
MGWM
1992
Marks Group Wealth Management
Minnesota
$1.02B -$32.2M -3% 302
GIG
1993
Goodnow Investment Group
Connecticut
$1.02B +$72.2M +8% 28
AL
1994
Arnhold LLC
New York
$1.01B -$15.9M -2% 121
MSFS
1995
Main Street Financial Solutions
Pennsylvania
$1.01B -$75.1M -7% 559
GA
1996
GRS Advisors
Illinois
$1.01B -$42.7M -4% 35
TCMI
1997
Technology Crossover Management IX
California
$1.01B +$245M +32% 6
WIM
1998
WealthPlan Investment Management
Nebraska
$1.01B +$24.6M +2% 288
FBFS
1999
First Business Financial Services
Wisconsin
$1.01B +$12.2M +1% 170
WDA
2000
Wendell David Associates
New Hampshire
$1.01B -$34.2M -3% 161