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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
PIP
2001
Permian Investment Partners
Texas
$553M +$140M +34% 12
BST
2002
Bath Savings Trust
Maine
$553M +$91.5M +20% 126
FDCC
2003
Foster Dykema Cabot & Co
Massachusetts
$553M +$37.1M +7% 91
AH
2004
Allen Holding
New York
$553M +$36.5M +7% 8
UBV
2005
United Bank (Virginia)
Virginia
$552M +$91M +20% 136
WWM
2006
Western Wealth Management
Colorado
$551M +$115M +26% 444
BCH
2007
Berkshire Capital Holdings
California
$551M +$214M +63% 62
FFM
2008
Fullerton Fund Management
Singapore
$551M +$25.4M +5% 70
AP
2009
Archon Partners
New Jersey
$550M +$88.2M +19% 60
MFIMFI
2010
Mesirow Financial Investment Management - Fixed Income
Illinois
$549M +$129M +31% 156
FCM
2011
Freshford Capital Management
New York
$548M +$151M +38% 18
MFP
2012
Michael F. Price
$547M +$54.4M +11% 121
WCM
2013
Wallace Capital Management
Texas
$547M +$26.5M +5% 64
HAM
2014
Hillcrest Asset Management
Texas
$547M +$131M +32% 65
RW
2015
RVW Wealth
California
$547M +$119M +28% 113
TPWA
2016
TRUE Private Wealth Advisors
Oregon
$547M +$77.1M +16% 782
CAC
2017
Cowen and Company
New York
$546M +$165M +43% 434
MIM
2018
Marco Investment Management
Georgia
$546M +$74.3M +16% 170
FM
2019
Forward Management
California
$546M +$32.3M +6% 49
LWAC
2020
Laurel Wealth Advisors (California)
California
$546M +$114M +27% 395
CCG
2021
Cypress Capital Group
Florida
$546M +$112M +26% 248
RIA
2022
Regal Investment Advisors
Michigan
$545M +$477M +701% 326
AT
2023
Arden Trust
Delaware
$545M +$42.6M +8% 838
AA
2024
Ancient Art
Texas
$545M -$75.4M -12% 30
CNC
2025
Canandaigua National Corp
New York
$544M 269