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
VEPM
1976
Vista Equity Partners Management
California
$1.19B +$217M +22% 3
TCMX
1977
Technology Crossover Management X
California
$1.19B +$291M +32% 7
PR
1978
Payden & Rygel
California
$1.19B -$21.1M -2% 126
LPU
1979
Lansdowne Partners (UK)
United Kingdom
$1.19B +$415M +54% 24
MNBTD
1980
Moody National Bank Trust Division
Texas
$1.18B +$91.1M +8% 534
AT
1981
American Trust
Kentucky
$1.18B +$122M +12% 359
JLBC
1982
J.L. Bainbridge & Co
Florida
$1.18B +$95.1M +9% 108
ODIJL
1983
One Day In July LLC
Vermont
$1.18B +$78M +7% 146
DIP
1984
DT Investment Partners
Pennsylvania
$1.18B +$68.7M +6% 541
GP
1985
Guardian Partners
Canada
$1.18B +$68.8M +6% 188
TF
1986
Talbot Financial
Washington
$1.18B +$125M +12% 70
HWCM
1987
Hudson Way Capital Management
Texas
$1.18B +$72.8M +7% 18
DAM
1988
Delta Asset Management
Tennessee
$1.18B +$28.6M +2% 623
B
1989
BloombergSen
Ontario, Canada
$1.18B -$5.95M -0.5% 32
BFFIM
1990
Baring Fintech Fund III Managers
Guernsey
$1.18B -$206M -15% 1
CA
1991
Callahan Advisors
Texas
$1.18B +$64.7M +6% 176
WA
1992
Waddell & Associates
Tennessee
$1.18B +$239M +25% 338
NCMU
1993
NAYA Capital Management (UK)
United Kingdom
$1.18B -$129M -10% 6
KA
1994
Kintegral Advisory
New York
$1.18B +$76.8M +7% 237
MMC
1995
Mizuho Markets Cayman
Cayman Islands
$1.17B -$221M -16% 115
ACM
1996
Atika Capital Management
New York
$1.17B +$217M +23% 92
CIS
1997
Connors Investor Services
Pennsylvania
$1.17B +$44.5M +4% 170
CCA
1998
Clearwater Capital Advisors
Illinois
$1.17B +$79.1M +7% 170
RWM
1999
RKL Wealth Management
Pennsylvania
$1.17B +$35.5M +3% 183
PHS
2000
PFM Health Sciences
California
$1.17B +$18.3M +2% 82