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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
EC
2001
Estate Counselors
Wisconsin
$644M +$18.6M +3% 4.33% 60% 163 31.9%
NAS
2002
Nicolet Advisory Services
Wisconsin
$644M -$7.27M -1% 6.25% 62.7% 217 21.2%
MCM
2003
Manchester Capital Management
Vermont
$643M -$85.9M -12% 19.4% 72.3% 719 32.68%
NAM
2004
North American Management
Massachusetts
$642M +$27.3M +4% 8.47% 61.7% 108 3.7%
UWM
2005
USAdvisors Wealth Management
Minnesota
$641M +$453M +241% 2.46% 55% 72 8.33%
FMBTD
2006
First Midwest Bank Trust Division
Illinois
$640M +$26.8M +4% 8.87% 107% 377 15.65%
HIC
2007
Harvey Investment Company
Kentucky
$640M +$50.1M +8% 10% 48.4% 89 6.74%
GC
2008
Gratus Capital
Georgia
$639M +$46.1M +8% 7.57% 51.4% 183 19.67%
PFM
2009
Phillips Financial Management
Indiana
$639M +$28.2M +5% 4% 41.8% 87 8.05%
SFSG
2010
Stearns Financial Services Group
North Carolina
$639M +$2.25M +0.4% 5.44% 26.1% 216 11.57%
RGREA
2011
Ranger Global Real Estate Advisors
Colorado
$638M +$140M +28% 1.54% 18% 34 23.53%
RC
2012
Roundview Capital
New Jersey
$637M +$48.6M +8% 8.96% 77.7% 248 9.68%
SFG
2013
SNS Financial Group
Minnesota
$637M +$85.6M +16% 7.09% 54.2% 224 19.2%
CTA
2014
Colonial Trust Advisors
South Carolina
$636M +$50.3M +9% 10.7% 80% 158 8.23%
AIP
2015
ARS Investment Partners
New York
$636M +$105M +20% 10.6% 260% 118 45.76%
CCA
2016
Clearwater Capital Advisors
Illinois
$636M +$38.1M +6% 4.88% 44.7% 142 5.63%
LC
2017
Lavaca Capital
Texas
$636M +$322M +102% 8.45% 46.5% 123 45.53%
CC
2018
CCMP Capital
New York
$636M -$185M -23% 22.5% 12.3% 1 0%
FCM
2019
FJ Capital Management
Virginia
$636M -$9.17M -1% 5.86% 97.9% 100 41%
AP
2020
Archon Partners
New Jersey
$636M +$85.2M +15% 15.3% 86% 56 19.64%
HT
2021
HighTower Trust
Texas
$635M -$21.5M -3% 2.28% 90.4% 115 12.17%
DWM
2022
Dakota Wealth Management
Florida
$635M +$50.1M +9% 8.86% 112% 312 17.63%
ECM
2023
Engle Capital Management
Connecticut
$634M +$13.9M +2% 14.6% 398% 29 51.72%
WP
2024
Wedgewood Partners
Missouri
$632M +$42.1M +7% 9.99% 78.1% 39 12.82%
BWM
2025
BerganKDV Wealth Management
Minnesota
$632M +$48.2M +8% 5.82% 27.9% 1,048 15.17%