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
BA
1976
Bristlecone Advisors
Washington
$1.2B +$5.72M +0.5% 315
TF
1977
Tompkins Financial
New York
$1.2B +$108M +10% 561
AL
1978
Arnhold LLC
New York
$1.2B +$98.5M +9% 123
RWB
1979
RMR Wealth Builders
New Jersey
$1.19B +$94.7M +9% 304
SCM
1980
Sone Capital Management
New York
$1.19B +$111M +10% 128
TTWM
1981
TCV Trust & Wealth Management
Virginia
$1.19B +$50.3M +4% 229
QC
1982
Quent Capital
New York
$1.19B +$157M +15% 1,429
SGDR
1983
SPX Gestao de Recursos
Brazil
$1.19B +$125M +12% 220
VEPM
1984
Vista Equity Partners Management
California
$1.19B +$217M +22% 3
TCMX
1985
Technology Crossover Management X
California
$1.19B +$291M +32% 7
PR
1986
Payden & Rygel
California
$1.19B -$21.1M -2% 126
LPU
1987
Lansdowne Partners (UK)
United Kingdom
$1.19B +$415M +54% 24
MNBTD
1988
Moody National Bank Trust Division
Texas
$1.18B +$91.1M +8% 534
AT
1989
American Trust
Kentucky
$1.18B +$122M +12% 359
JLBC
1990
J.L. Bainbridge & Co
Florida
$1.18B +$95.1M +9% 108
ODIJL
1991
One Day In July LLC
Vermont
$1.18B +$78M +7% 146
DIP
1992
DT Investment Partners
Pennsylvania
$1.18B +$68.7M +6% 541
GP
1993
Guardian Partners
Canada
$1.18B +$68.8M +6% 188
TF
1994
Talbot Financial
Washington
$1.18B +$125M +12% 70
HWCM
1995
Hudson Way Capital Management
Texas
$1.18B +$72.8M +7% 18
DAM
1996
Delta Asset Management
Tennessee
$1.18B +$28.6M +2% 623
B
1997
BloombergSen
Ontario, Canada
$1.18B -$5.95M -0.5% 32
BFFIM
1998
Baring Fintech Fund III Managers
Guernsey
$1.18B -$206M -15% 1
CA
1999
Callahan Advisors
Texas
$1.18B +$64.7M +6% 176
WA
2000
Waddell & Associates
Tennessee
$1.18B +$239M +25% 338