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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
NC
2001
NewSquare Capital
Pennsylvania
$604M +$52.1M +9% 4.57% 76.5% 344 22.09%
HR
2002
Howe & Rusling
New York
$604M +$33.6M +6% 10.1% 66.1% 910 15.49%
AIM
2003
Aigen Investment Management
New York
$604M 5% 38.8% 1,169
BJ
2004
Brouwer & Janachowski
California
$603M +$30.1M +5% 5.05% 41.8% 53 15.09%
JWM
2005
Jackson Wealth Management
Florida
$603M +$125M +26% 9.75% 64% 156 25.64%
CTA
2006
Colonial Trust Advisors
South Carolina
$603M +$37.1M +7% 8.73% 68.3% 163 4.91%
BVDMP
2007
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$601M +$17.6M +3% 10.3% 146% 37 8.11%
PS
2008
Presima Securities
Quebec, Canada
$601M -$8.85M -1% 0.81% 10.3% 40 12.5%
RCYC
2009
Richard C. Young & Co
Rhode Island
$600M +$44M +8% 5.83% 137% 73 12.33%
GH
2010
Grosvenor Holdings
Illinois
$600M +$46.5M +8% 13% 54.3% 20 30%
CCA
2011
Clearwater Capital Advisors
Illinois
$600M +$33.9M +6% 4.89% 35% 181 7.18%
MAM
2012
Mark Asset Management
New York
$599M +$197M +49% 17.9% 234% 79 39.24%
NCM
2013
Newfoundland Capital Management
Brazil
$598M +$12.3M +2% 1.85% 49.5% 83 61.45%
TWI
2014
Thomas White International
Illinois
$598M +$49.7M +9% 7.33% 34.9% 264 9.85%
TIA
2015
Tandem Investment Advisors
South Carolina
$597M +$45.2M +8% 5.17% 16% 69 15.94%
SWM
2016
SeaCrest Wealth Management
New York
$597M +$62.6M +12% 8.45% 142% 599 16.53%
AWM
2017
Argent Wealth Management
Massachusetts
$597M 6.3% 177
LWAC
2018
Laurel Wealth Advisors (California)
California
$597M +$11.8M +2% 7.52% 33% 504 26.39%
FM
2019
Frazier Management
Washington
$596M +$276M +86% 41.7% 408% 21 14.29%
VDBMI
2020
Van Den Berg Management I
Texas
$596M +$18.3M +3% 10.3% 146% 69 20.29%
IG
2021
Ithaka Group
Virginia
$596M -$111M -16% 12.4% 99.2% 39 10.26%
ALSV
2022
ATP Life Science Ventures
New York
$596M 24.9% 2
AIP
2023
ARS Investment Partners
New York
$595M +$38.3M +7% 11.5% 260% 120 16.67%
FFA
2024
Fragasso Financial Advisors
Pennsylvania
$594M +$54.9M +10% 6.98% 65.5% 134 10.45%
FWP
2025
FAS Wealth Partners
Kansas
$594M +$42.3M +8% 5.55% 58% 299 37.79%