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
MA
1976
MONECO Advisors
Connecticut
$1.2B +$123M +11% 517
BA
1977
Bristlecone Advisors
Washington
$1.2B +$5.72M +0.5% 315
TF
1978
Tompkins Financial
New York
$1.2B +$108M +10% 561
AL
1979
Arnhold LLC
New York
$1.2B +$98.5M +9% 123
RWB
1980
RMR Wealth Builders
New Jersey
$1.19B +$94.7M +9% 304
SCM
1981
Sone Capital Management
New York
$1.19B +$111M +10% 128
TTWM
1982
TCV Trust & Wealth Management
Virginia
$1.19B +$50.3M +4% 229
QC
1983
Quent Capital
New York
$1.19B +$157M +15% 1,429
SGDR
1984
SPX Gestao de Recursos
Brazil
$1.19B +$125M +12% 220
VEPM
1985
Vista Equity Partners Management
California
$1.19B +$217M +22% 3
TCMX
1986
Technology Crossover Management X
California
$1.19B +$291M +32% 7
PR
1987
Payden & Rygel
California
$1.19B -$21.1M -2% 126
LPU
1988
Lansdowne Partners (UK)
United Kingdom
$1.19B +$415M +54% 24
MNBTD
1989
Moody National Bank Trust Division
Texas
$1.18B +$91.1M +8% 534
AT
1990
American Trust
Kentucky
$1.18B +$122M +12% 359
JLBC
1991
J.L. Bainbridge & Co
Florida
$1.18B +$95.1M +9% 108
ODIJL
1992
One Day In July LLC
Vermont
$1.18B +$78M +7% 146
DIP
1993
DT Investment Partners
Pennsylvania
$1.18B +$68.7M +6% 541
GP
1994
Guardian Partners
Canada
$1.18B +$68.8M +6% 188
TF
1995
Talbot Financial
Washington
$1.18B +$125M +12% 70
HWCM
1996
Hudson Way Capital Management
Texas
$1.18B +$72.8M +7% 18
DAM
1997
Delta Asset Management
Tennessee
$1.18B +$28.6M +2% 623
B
1998
BloombergSen
Ontario, Canada
$1.18B -$5.95M -0.5% 32
BFFIM
1999
Baring Fintech Fund III Managers
Guernsey
$1.18B -$206M -15% 1
CA
2000
Callahan Advisors
Texas
$1.18B +$64.7M +6% 176