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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 Avg Holding
Period (Yrs)
Sheets Smith Wealth Management
2001
Sheets Smith Wealth Management
North Carolina
$295M – – 2.89% 83.4% 225 – 0
Corda Investment Management
2002
Corda Investment Management
Texas
$294M – – 1.54% 85% 40 – 0
Freedom Investment Management
2003
Freedom Investment Management
Connecticut
$294M – – 1.42% 68.5% 333 – 0
GMCM
2004
Gruber & McBaine Capital Management
California
$294M – – 6.06% – 146 – 0
AP
2005
Archon Partners
New Jersey
$293M – – 6.02% 86% 61 – 0
Weiss Asset Management
2006
Weiss Asset Management
Massachusetts
$292M – – 6.88% 138% 36 – 0
Radcliffe Capital Management
2007
Radcliffe Capital Management
Pennsylvania
$292M – – 0% 4.8% 15 – 0
Vantage Investment Partners
2008
Vantage Investment Partners
Missouri
$292M – – 12.1% 66.8% 48 – 0
GCM
2009
Gabalex Capital Management
New York
$292M – – 3.17% 24.9% 16 – 0
1834 Investment Advisors
2010
1834 Investment Advisors
Wisconsin
$291M – – 1.2% 68.7% 152 – 0
Cabot Wealth Management
2011
Cabot Wealth Management
Massachusetts
$291M – – 3.45% 69.3% 175 – 0
Twele Capital Management
2012
Twele Capital Management
Minnesota
$291M – – 1.93% 37.1% 57 – 0
Cubic Asset Management
2013
Cubic Asset Management
Massachusetts
$290M – – 2.41% 40.5% 147 – 0
Aegis Financial
2014
Aegis Financial
Virginia
$290M – – 2.38% 266% 67 – 0
Zevin Asset Management
2015
Zevin Asset Management
Massachusetts
$289M – – 0.23% 71.7% 119 – 0
Constellation Investments
2016
Constellation Investments
Ohio
$288M – – 3.64% – 328 – 0
Decatur Capital Management
2017
Decatur Capital Management
Georgia
$288M – – 5.13% 135% 89 – 0
RCM
2018
Royal Capital Management
New York
$288M – – 3.34% – 22 – 0
LBMC Investment Advisors
2019
LBMC Investment Advisors
Tennessee
$288M – – 0.17% 52.8% 48 – 0
White Pine Capital
2020
White Pine Capital
Minnesota
$288M – – 3.83% 143% 230 – 0
Rehmann Capital Advisory Group
2021
Rehmann Capital Advisory Group
Michigan
$288M – – 0.22% 64.6% 263 – 0
Laird Norton Wetherby Wealth Management
2022
Laird Norton Wetherby Wealth Management
California
$287M – – 3.4% – 380 – 0
CCMD
2023
Cypress Capital Management (Delaware)
Delaware
$287M – – 2.01% 25.6% 45 – 0
AGF Investments America
2024
AGF Investments America
Ontario, Canada
$287M – – 5.69% 72.1% 70 – 0
Regal Partners
2025
Regal Partners
Australia
$287M – – 6.02% 146% 14 – 0