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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
JAFL
2001
Jay A. Fishman Ltd
Michigan
$462M -$108M -19% 18% 107% 88 4.55%
OP
2002
Omni Partners
United Kingdom
$461M -$425M -48% 8.33% 412% 42 78.57%
KCM
2003
Kingstown Capital Management
New York
$461M -$294M -39% 22.1% 38.6% 18 22.22%
MIM
2004
Manitou Investment Management
Ontario, Canada
$460M +$62.6M +16% 13.2% 57.2% 40 12.5%
SFP
2005
Shepherd Financial Partners
Massachusetts
$460M +$16.9M +4% 13.1% 62.3% 144 26.39%
CCP
2006
Caymus Capital Partners
Texas
$460M -$137M -23% 38.3% 57.3% 25 44%
AIC
2007
AWM Investment Company
New York
$459M -$145M -24% 19.3% 488% 96 18.75%
VC
2008
Vestor Capital
Illinois
$459M -$56.7M -11% 12.3% 170% 124 17.74%
NIA
2009
Northstar Investment Advisors
Colorado
$459M -$44.3M -9% 6.88% 85.8% 122 17.21%
SFG
2010
Sather Financial Group
Texas
$459M -$38M -8% 9.44% 61.5% 60 11.67%
SFM
2011
Signet Financial Management
New Jersey
$459M -$113M -20% 12.4% 65.2% 1,000 76.8%
KWM
2012
Kingsview Wealth Management
Oregon
$458M -$35M -7% 11% 55.8% 458 29.26%
WRBC
2013
W.R. Berkley Corp
Connecticut
$458M -$191M -29% 2.35% 39.7% 134 61.19%
DP
2014
Dundas Partners
United Kingdom
$458M -$37.4M -8% 11.2% 60.9% 32 0%
BTNA
2015
Bremer Trust National Association
Minnesota
$458M +$58.9M +15% 12% 31.2% 757 65.52%
CU
2016
CDAM (UK)
United Kingdom
$457M -$71.6M -14% 21.1% 2.11% 16 37.5%
CFG
2017
CKW Financial Group
Hawaii
$456M -$73.7M -14% 12.8% 62.4% 194 9.28%
RIA
2018
Regal Investment Advisors
Michigan
$456M -$18.6M -4% 10.4% 53.9% 386 31.09%
PTC
2019
Petrus Trust Company
Texas
$456M +$2.73M +0.6% 14.5% 25.1% 339 64.01%
CCA
2020
Clearwater Capital Advisors
Illinois
$456M -$56.5M -11% 12.1% 35% 198 10.1%
BCMO
2021
Buckingham Capital Management (Ohio)
Ohio
$456M -$56M -11% 9.73% 26.3% 137 7.3%
CQS
2022
Credential Qtrade Securities
$456M -$38.3M -8% 11.9% 27.7% 304 16.12%
ICM
2023
Indaba Capital Management
California
$455M +$124M +37% 18.2% 66.7% 32 50%
CW
2024
Cobiz Wealth
Colorado
$455M -$65.6M -13% 13% 54% 137 11.68%
LWMT
2025
Legacy Wealth Management (Tennessee)
Tennessee
$455M -$44.3M -9% 15.4% 46.9% 18 33.33%