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
LNB
1976
Ledyard National Bank
$1.01B -$52.2M -5% 217
HFS
1977
Heritage Financial Services
Massachusetts
$1.01B +$257M +34% 131
HWCM
1978
Hudson Way Capital Management
Texas
$1.01B +$124M +14% 17
NAS
1979
Nicolet Advisory Services
Wisconsin
$1.01B -$80.5M -7% 412
CIS
1980
Connors Investor Services
Pennsylvania
$1.01B -$59.6M -6% 179
CCM
1981
CoreView Capital Management
Hong Kong
$1.01B +$45.7M +5% 12
CNBT
1982
Canandaigua National Bank & Trust
New York
$1B -$12.4M -1% 341
SMM
1983
Stadion Money Management
Georgia
$1B -$274M -21% 24
WAM
1984
Wellesley Asset Management
New Hampshire
$1B +$40.6M +4% 75
HCM
1985
Hodges Capital Management
Texas
$1B -$666M -40% 229
WDA
1986
Wendell David Associates
New Hampshire
$1B -$9.15M -0.9% 156
GAM
1987
Gemmer Asset Management
California
$1B -$14.2M -1% 162
PNAA
1988
Pictet North America Advisors
Switzerland
$1B -$51.3M -5% 151
CAM
1989
Cozad Asset Management
Illinois
$1B -$71.8M -7% 405
ODIJL
1990
One Day In July LLC
Vermont
$999M +$44.9M +5% 141
WTB
1991
Washington Trust Bank
Washington
$998M -$42.8M -4% 225
FG
1992
Fiduciary Group
Georgia
$998M +$964K +0.1% 276
CCS
1993
Concentric Capital Strategies
Connecticut
$997M -$588M -37% 324
AC
1994
AltraVue Capital
Washington
$997M -$204M -17% 28
SW
1995
SlateStone Wealth
Florida
$996M -$23.2M -2% 301
SCM
1996
SG Capital Management
Illinois
$995M +$85.6M +9% 71
SAI
1997
Savvy Advisors Inc
New York
$994M +$163M +20% 540
ACM
1998
AlphaStar Capital Management
North Carolina
$994M +$37.2M +4% 210
KA
1999
Kintegral Advisory
New York
$992M -$67.1M -6% 238
PCM
2000
Prelude Capital Management
New York
$992M -$199M -17% 1,493