We are live on ! Find out more

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
CCA
2001
Checchi Capital Advisers
California
$396M +$27.9M +8% 4.58% 56.1% 383 15.67%
BSB
2002
Bangor Savings Bank
Maine
$396M +$4.77M +1% 3.24% 49.6% 143 7.69%
ECM
2003
EII Capital Management
New York
$396M -$219M -36% 5.79% 46.9% 132 12.88%
OMCS
2004
Old Mutual Customised Solutions
South Africa
$396M +$25.5M +7% 7.55% 49.7% 732 2.73%
GKFF
2005
George Kaiser Family Foundation
Oklahoma
$396M -$117M -23% 7.56% 75.9% 17 17.65%
PFP
2006
Patriot Financial Partners
Pennsylvania
$395M -$23M -5% 4.06% 16.6% 18 22.22%
NM
2007
Newtyn Management
New York
$395M +$7.68M +2% 6.52% 52% 18 61.11%
Wealth Enhancement Advisory Services
2008
Wealth Enhancement Advisory Services
Minnesota
$395M +$66.4M +20% 2.62% 77.1% 141 36.17%
WAM
2009
Weiss Asset Management
Massachusetts
$395M +$259M +192% 0.71% 87.3% 259 90.35%
FI
2010
FormulaFolio Investments
Michigan
$394M +$81.2M +26% 2.14% 41.4% 125 39.2%
CA
2011
Continental Advisors
Utah
$394M +$21.4M +6% 5.17% 69% 185 34.59%
VC
2012
Vicus Capital
Pennsylvania
$394M +$16.4M +4% 3.99% 48.6% 217 21.2%
GWM
2013
Gupta Wealth Management
California
$393M -$16.9M -4% 3.51% 1,432 26.19%
AAM
2014
Autus Asset Management
Arizona
$393M +$66M +20% 4.15% 26.3% 166 24.7%
CF
2015
Cypress Funds
California
$393M +$48.4M +14% 5.81% 114% 30 43.33%
DAM
2016
Deltec Asset Management
New York
$393M -$10.6M -3% 5.62% 128% 209 40.67%
RC
2017
Randolph Company
Ohio
$393M -$24.8M -6% 6.16% 120% 44 34.09%
CP
2018
Covalent Partners
Massachusetts
$393M -$81.8M -17% 0.19% 36.6% 42 35.71%
CWM
2019
Cabot Wealth Management
Massachusetts
$391M +$29.2M +8% 3.31% 55.6% 152 16.45%
KA
2020
Kerrisdale Advisers
Florida
$391M +$47.5M +14% 4.9% 49.7% 62 59.68%
KCM
2021
KSA Capital Management
New Jersey
$391M +$122M +45% 25.9% 109% 33 30.3%
VCM
2022
V3 Capital Management
Texas
$390M -$6.5M -2% 6.25% 20.5% 20 45%
EGM
2023
Espalier Global Management
New York
$390M -$229M -37% 12.6% 97.2% 104 77.88%
WFI
2024
West Family Investments
California
$390M -$94M -19% 0.62% 76.4% 126 18.25%
MAM
2025
Mark Asset Management
New York
$389M +$45.8M +13% 11.3% 234% 66 40.91%