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
BOPW
1976
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$3.93M -0.4% 234
GGI
1977
Godsey & Gibb Inc
Virginia
$1.02B +$16M +2% 410
FA
1978
Fiduciary Alliance
South Carolina
$1.02B +$28.3M +3% 406
FBFS
1979
First Business Financial Services
Wisconsin
$1.02B +$5.53M +0.5% 177
WIM
1980
WealthPlan Investment Management
Nebraska
$1.02B +$3.4M +0.3% 284
WC
1981
Woodstock Corp
Massachusetts
$1.01B -$25.7M -2% 156
IB
1982
Intrust Bank
Kansas
$1.01B +$24.7M +3% 402
LNB
1983
Ledyard National Bank
$1.01B -$52.2M -5% 217
HFS
1984
Heritage Financial Services
Massachusetts
$1.01B +$257M +34% 131
HWCM
1985
Hudson Way Capital Management
Texas
$1.01B +$124M +14% 17
NAS
1986
Nicolet Advisory Services
Wisconsin
$1.01B -$80.5M -7% 412
CIS
1987
Connors Investor Services
Pennsylvania
$1.01B -$59.6M -6% 179
CCM
1988
CoreView Capital Management
Hong Kong
$1.01B +$45.7M +5% 12
CNBT
1989
Canandaigua National Bank & Trust
New York
$1B -$12.4M -1% 341
SMM
1990
Stadion Money Management
Georgia
$1B -$274M -21% 24
WAM
1991
Wellesley Asset Management
New Hampshire
$1B +$40.6M +4% 75
HCM
1992
Hodges Capital Management
Texas
$1B -$666M -40% 229
WDA
1993
Wendell David Associates
New Hampshire
$1B -$9.15M -0.9% 156
GAM
1994
Gemmer Asset Management
California
$1B -$14.2M -1% 162
PNAA
1995
Pictet North America Advisors
Switzerland
$1B -$51.3M -5% 151
CAM
1996
Cozad Asset Management
Illinois
$1B -$71.8M -7% 405
ODIJL
1997
One Day In July LLC
Vermont
$999M +$44.9M +5% 141
WTB
1998
Washington Trust Bank
Washington
$998M -$42.8M -4% 225
FG
1999
Fiduciary Group
Georgia
$998M +$964K +0.1% 276
CCS
2000
Concentric Capital Strategies
Connecticut
$997M -$588M -37% 324