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
RC
2001
Roundview Capital
New Jersey
$589M +$116M +24% 18.4% 77.7% 242 13.22%
LF
2002
Lannebo Fonder
Sweden
$588M +$232M +65% 31.5% 49.8% 37 8.11%
QF
2003
QVT Financial
New York
$588M +$160M +37% 17.8% 267% 55 27.27%
CC
2004
Cadinha & Co
Hawaii
$588M +$211M +56% 19.1% 123% 98 16.33%
FFA
2005
Fragasso Financial Advisors
Pennsylvania
$588M +$147M +33% 16.7% 65.5% 130 20.77%
CC
2006
Cornerstone Capital
California
$587M +$106M +22% 21% 91.2% 79 15.19%
CIA
2007
CCM Investment Advisers
South Carolina
$587M +$86.2M +17% 17.6% 170% 66 9.09%
WC
2008
Woodstock Corp
Massachusetts
$587M +$95.9M +20% 21.6% 96.1% 163 6.13%
CTA
2009
Colonial Trust Advisors
South Carolina
$586M +$108M +23% 20.2% 80% 153 9.15%
NC
2010
NewSquare Capital
Pennsylvania
$586M +$45.7M +8% 12.9% 76.5% 470 38.09%
OCM
2011
Opti Capital Management
New York
$585M +$97.2M +20% 0% 0.01% 31 0%
DWM
2012
Dakota Wealth Management
Florida
$584M +$126M +28% 18.3% 112% 293 19.11%
AHC
2013
Adell Harriman & Carpenter
Texas
$584M +$112M +24% 23.7% 176% 132 8.33%
RP
2014
RR Partners
New York
$584M +$80.1M +16% 21.9% 73.3% 20 0%
BWM
2015
BerganKDV Wealth Management
Minnesota
$584M +$95.7M +20% 14.7% 27.9% 1,146 26.7%
TW
2016
Transform Wealth
Colorado
$584M +$115M +24% 21.5% 48.4% 242 22.31%
RWM
2017
RKL Wealth Management
Pennsylvania
$583M +$105M +22% 17.8% 70.2% 116 11.21%
SFG
2018
Sather Financial Group
Texas
$583M +$72M +14% 18% 70% 61 36.07%
CRCP
2019
Copper Rock Capital Partners
Massachusetts
$582M 23.5% 56
OAMG
2020
Odey Asset Management Group
United Kingdom
$582M -$19.6M -3% 31.1% 259% 115 50.43%
GCM
2021
Gladius Capital Management
Illinois
$579M -$371M -39% 19.7% 78% 127 93.7%
BO
2022
BRR OpCo
Ohio
$579M +$56.2M +11% 14.4% 23.6% 190 18.42%
SWM
2023
SeaCrest Wealth Management
New York
$579M +$113M +24% 23.6% 142% 590 20.17%
TFS
2024
TrustCore Financial Services
Tennessee
$578M +$134M +30% 18.1% 28.3% 1,000 18.4%
RM
2025
Resource Management
Louisiana
$578M +$105M +22% 21.1% 82.7% 156 21.15%