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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
SSWM
2001
Sheets Smith Wealth Management
North Carolina
$295M 2.89% 75.8% 225
CIM
2002
Corda Investment Management
Texas
$294M 1.54% 75.4% 40
FIM
2003
Freedom Investment Management
Connecticut
$294M 1.42% 68.5% 333
GMCM
2004
Gruber & McBaine Capital Management
California
$294M 6.06% 146
AP
2005
Archon Partners
New Jersey
$293M 6.02% 86% 61
WAM
2006
Weiss Asset Management
Massachusetts
$292M 6.88% 138% 36
RCM
2007
Radcliffe Capital Management
Pennsylvania
$292M 0% 4.8% 15
VIP
2008
Vantage Investment Partners
Missouri
$292M 12.1% 50.9% 48
GCM
2009
Gabalex Capital Management
New York
$292M 3.17% 24.9% 16
1IA
2010
1834 Investment Advisors
Wisconsin
$291M 1.2% 61.8% 152
CWM
2011
Cabot Wealth Management
Massachusetts
$291M 3.45% 69.3% 175
TCM
2012
Twele Capital Management
Minnesota
$291M 1.93% 34.9% 57
CAM
2013
Cubic Asset Management
Massachusetts
$290M 2.41% 40.5% 147
AF
2014
Aegis Financial
Virginia
$290M 2.38% 266% 67
ZAM
2015
Zevin Asset Management
Massachusetts
$289M 0.23% 71.7% 119
CI
2016
Constellation Investments
Ohio
$288M 3.64% 328
DCM
2017
Decatur Capital Management
Georgia
$288M 5.14% 135% 89
RCM
2018
Royal Capital Management
New York
$288M 3.34% 22
LIA
2019
LBMC Investment Advisors
Tennessee
$288M 0.17% 52.8% 48
WPC
2020
White Pine Capital
Minnesota
$288M 3.83% 143% 230
RCAG
2021
Rehmann Capital Advisory Group
Michigan
$288M 0.22% 64.6% 263
LNWWM
2022
Laird Norton Wetherby Wealth Management
California
$287M 3.4% 380
CCMD
2023
Cypress Capital Management (Delaware)
Delaware
$287M 2.01% 25.6% 45
AIA
2024
AGF Investments America
Ontario, Canada
$287M 5.69% 72.1% 70
RP
2025
Regal Partners
Australia
$287M 6.02% 146% 14