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
GP
1976
Guardian Partners
Canada
$1.11B +$145M +15% 179
CA
1977
Callahan Advisors
Texas
$1.11B +$63.4M +6% 177
WCWM
1978
Willow Creek Wealth Management
California
$1.11B +$84.9M +8% 169
RIA
1979
Retirement Investment Advisors
Oklahoma
$1.11B +$124M +13% 61
L7C
1980
Liberty 77 Capital
District of Columbia
$1.11B -$15.1M -1% 6
FBFS
1981
First Business Financial Services
Wisconsin
$1.11B +$91.9M +9% 190
KFGK
1982
Keystone Financial Group (Kentucky)
Kentucky
$1.11B +$125M +13% 444
SI
1983
Sora Investors
Pennsylvania
$1.11B +$282M +34% 113
HWCM
1984
Hudson Way Capital Management
Texas
$1.11B +$97.5M +10% 16
SAF
1985
Smith Anglin Financial
Texas
$1.1B +$160M +17% 228
ODIJL
1986
One Day In July LLC
Vermont
$1.1B +$105M +11% 145
MAWA
1987
Moss Adams Wealth Advisors
Washington
$1.1B +$152M +16% 262
RWB
1988
RMR Wealth Builders
New Jersey
$1.1B +$150M +16% 292
SA
1989
Situational Awareness
California
$1.1B +$554M +101% 13
KA
1990
Kintegral Advisory
New York
$1.1B +$106M +11% 239
CC
1991
Casdin Capital
New York
$1.1B -$126M -10% 45
FCP
1992
Fidelis Capital Partners
Florida
$1.1B +$157M +17% 465
KCMH
1993
Keywise Capital Management (HK)
Hong Kong
$1.1B +$190M +21% 15
HCM
1994
Hengehold Capital Management
Ohio
$1.1B +$45.4M +4% 217
AL
1995
Arnhold LLC
New York
$1.1B +$107M +11% 124
CCA
1996
Clearwater Capital Advisors
Illinois
$1.09B +$59.7M +6% 178
MNBTD
1997
Moody National Bank Trust Division
Texas
$1.09B +$134M +14% 519
JMFC
1998
J.M. Forbes & Co
Massachusetts
$1.09B +$60.8M +6% 143
CISOA
1999
Capital Investment Services of America
Wisconsin
$1.09B +$106M +11% 84
CCFCSB
2000
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B $0 0% 189