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
WIM
1976
WealthPlan Investment Management
Nebraska
$1.02B +$3.4M +0.3% 284
WC
1977
Woodstock Corp
Massachusetts
$1.01B -$25.7M -2% 156
IB
1978
Intrust Bank
Kansas
$1.01B +$24.7M +3% 402
LNB
1979
Ledyard National Bank
$1.01B -$52.2M -5% 217
HFS
1980
Heritage Financial Services
Massachusetts
$1.01B +$257M +34% 131
HWCM
1981
Hudson Way Capital Management
Texas
$1.01B +$124M +14% 17
NAS
1982
Nicolet Advisory Services
Wisconsin
$1.01B -$80.5M -7% 412
CIS
1983
Connors Investor Services
Pennsylvania
$1.01B -$59.6M -6% 179
CCM
1984
CoreView Capital Management
Hong Kong
$1.01B +$45.7M +5% 12
CNBT
1985
Canandaigua National Bank & Trust
New York
$1B -$12.4M -1% 341
SMM
1986
Stadion Money Management
Georgia
$1B -$274M -21% 24
WAM
1987
Wellesley Asset Management
New Hampshire
$1B +$40.6M +4% 75
HCM
1988
Hodges Capital Management
Texas
$1B -$666M -40% 229
WDA
1989
Wendell David Associates
New Hampshire
$1B -$9.15M -0.9% 156
GAM
1990
Gemmer Asset Management
California
$1B -$14.2M -1% 162
PNAA
1991
Pictet North America Advisors
Switzerland
$1B -$51.3M -5% 151
CAM
1992
Cozad Asset Management
Illinois
$1B -$71.8M -7% 405
ODIJL
1993
One Day In July LLC
Vermont
$999M +$44.9M +5% 141
WTB
1994
Washington Trust Bank
Washington
$998M -$42.8M -4% 225
FG
1995
Fiduciary Group
Georgia
$998M +$964K +0.1% 276
CCS
1996
Concentric Capital Strategies
Connecticut
$997M -$588M -37% 324
AC
1997
AltraVue Capital
Washington
$997M -$204M -17% 28
SW
1998
SlateStone Wealth
Florida
$996M -$23.2M -2% 301
SCM
1999
SG Capital Management
Illinois
$995M +$85.6M +9% 71
SAI
2000
Savvy Advisors Inc
New York
$994M +$163M +20% 540