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
NIP
1976
Nicholas Investment Partners
California
$1.12B +$152M +16% 242
HIA
1977
Harbor Investment Advisory
Maryland
$1.12B +$94.6M +9% 1,219
SCM
1978
SIR Capital Management
New York
$1.12B -$18.4M -2% 99
CA
1979
CGN Advisors
Kansas
$1.12B +$97.8M +10% 308
BSB
1980
Bangor Savings Bank
Maine
$1.12B +$59.2M +6% 561
GC
1981
Greenvale Capital
United Kingdom
$1.12B +$91.1M +9% 19
DAM
1982
Dorsey Asset Management
Illinois
$1.12B +$172M +18% 12
DIP
1983
DT Investment Partners
Pennsylvania
$1.11B +$76.9M +7% 555
GP
1984
Guardian Partners
Canada
$1.11B +$145M +15% 179
CA
1985
Callahan Advisors
Texas
$1.11B +$63.4M +6% 177
WCWM
1986
Willow Creek Wealth Management
California
$1.11B +$84.9M +8% 169
RIA
1987
Retirement Investment Advisors
Oklahoma
$1.11B +$124M +13% 61
L7C
1988
Liberty 77 Capital
District of Columbia
$1.11B -$15.1M -1% 6
FBFS
1989
First Business Financial Services
Wisconsin
$1.11B +$91.9M +9% 190
KFGK
1990
Keystone Financial Group (Kentucky)
Kentucky
$1.11B +$125M +13% 444
SI
1991
Sora Investors
Pennsylvania
$1.11B +$282M +34% 113
HWCM
1992
Hudson Way Capital Management
Texas
$1.11B +$97.5M +10% 16
SAF
1993
Smith Anglin Financial
Texas
$1.1B +$160M +17% 228
ODIJL
1994
One Day In July LLC
Vermont
$1.1B +$105M +11% 145
MAWA
1995
Moss Adams Wealth Advisors
Washington
$1.1B +$152M +16% 262
RWB
1996
RMR Wealth Builders
New Jersey
$1.1B +$150M +16% 292
SA
1997
Situational Awareness
California
$1.1B +$554M +101% 13
KA
1998
Kintegral Advisory
New York
$1.1B +$106M +11% 239
CC
1999
Casdin Capital
New York
$1.1B -$126M -10% 45
FCP
2000
Fidelis Capital Partners
Florida
$1.1B +$157M +17% 465