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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
EA
2001
Efficient Advisors
Ohio
$478M -$96.4M -17% 14.4% 30.6% 50 0%
CF
2002
Cypress Funds
California
$478M -$61.1M -11% 9.41% 100% 16 18.75%
RWM
2003
RKL Wealth Management
Pennsylvania
$478M -$79.6M -14% 17.4% 70.2% 123 14.63%
CTA
2004
Colonial Trust Advisors
South Carolina
$478M -$125M -21% 16% 80% 167 19.16%
SSWM
2005
Sheets Smith Wealth Management
North Carolina
$477M -$45.9M -9% 15% 75.8% 346 31.5%
MWM
2006
Modera Wealth Management
New Jersey
$477M -$163M -25% 23.2% 68.2% 165 20.61%
HHMI
2007
Howard Hughes Medical Institute
Maryland
$477M +$198M +71% 18.3% 70.9% 26 19.23%
CA
2008
Callahan Advisors
Texas
$476M -$147M -24% 19.5% 87.7% 140 15%
Koshinski Asset Management
2009
Koshinski Asset Management
Illinois
$476M -$105M -18% 16.6% 76.5% 539 20.78%
PAM
2010
Private Asset Management
California
$475M -$138M -23% 19.1% 38.2% 136 10.29%
ECM
2011
Estabrook Capital Management
New York
$475M -$190M -29% 19.6% 87.2% 355 7.04%
EC
2012
EJF Capital
Virginia
$475M -$522M -52% 38.9% 127% 119 30.25%
OIM
2013
Opus Investment Management
Massachusetts
$474M -$137M -22% 21.5% 52.8% 107 16.82%
BCM
2014
Beryl Capital Management
California
$474M -$146M -24% 29.7% 3,932% 73 76.71%
SCA
2015
Stonebridge Capital Advisors
Minnesota
$474M -$139M -23% 17.8% 80.1% 901 11.54%
RM
2016
Resource Management
Louisiana
$473M -$149M -24% 24.8% 82.7% 158 20.25%
RC
2017
Roundview Capital
New Jersey
$473M -$53.1M -10% 14.4% 77.7% 239 14.64%
CNBT
2018
Canandaigua National Bank & Trust
New York
$473M -$119M -20% 17.5% 285 16.49%
AHC
2019
Adell Harriman & Carpenter
Texas
$472M -$136M -22% 16% 176% 142 14.79%
VFCM
2020
Valley Forge Capital Management
Florida
$472M -$42.3M -8% 13.6% 49% 9 0%
MIM
2021
Marco Investment Management
Georgia
$472M -$173M -27% 19.6% 127% 179 13.97%
AACA
2022
American Assets Capital Advisers
California
$471M +$70.8M +18% 10.4% 73.5% 29 17.24%
CIA
2023
CSat Investment Advisory
Michigan
$471M +$90.7M +24% 16.8% 87.4% 1,090 2.66%
SAM
2024
Silverback Asset Management
North Carolina
$470M -$204M -30% 1.53% 92.1% 59 18.64%
DILH
2025
Dai-ichi Life Holdings
Japan
$470M -$280M -37% 37.3% 1 0%