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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
MIM
2001
Marco Investment Management
Georgia
$610M +$64.1M +12% 179
BST
2002
Bath Savings Trust
Maine
$610M +$56.5M +10% 127
FDCC
2003
Foster Dykema Cabot & Co
Massachusetts
$609M +$56.1M +10% 91
CT
2004
Caldwell Trust
Florida
$608M +$11.3M +2% 776
WAS
2005
Wesleyan Assurance Society
United Kingdom
$608M +$38.5M +7% 94
MTCM
2006
Mint Tower Capital Management
Netherlands
$608M -$1.81M -0.3% 356
HPC
2007
Hill Path Capital
New York
$607M +$175M +41% 3
AHSW
2008
Adventist Health System West
California
$606M +$136M +29% 5
LWAC
2009
Laurel Wealth Advisors (California)
California
$605M +$59.6M +11% 416
SF
2010
Summit Financial
New Jersey
$605M +$39.9M +7% 37
NL
2011
NWAM LLC
Washington
$603M -$111M -16% 443
FM
2012
Forward Management
California
$603M +$57.1M +10% 42
CI
2013
CPMG Inc
Texas
$601M -$148M -20% 18
PS
2014
Presima Securities
Quebec, Canada
$601M +$77.4M +15% 44
NB
2015
NBT Bank
New York
$601M +$39.9M +7% 223
PAM
2016
Private Asset Management
California
$601M +$38M +7% 143
CCG
2017
Cypress Capital Group
Florida
$600M +$54.8M +10% 271
FFA
2018
Fragasso Financial Advisors
Pennsylvania
$600M +$12.2M +2% 120
SC
2019
Skylands Capital
Wisconsin
$600M +$33.9M +6% 140
GCP
2020
GSA Capital Partners
United Kingdom
$600M +$420M +234% 1,485
FBFS
2021
First Business Financial Services
Wisconsin
$599M +$41.2M +7% 123
BOPW
2022
Brandywine Oak Private Wealth
Pennsylvania
$598M +$35.5M +6% 275
CU
2023
CDAM (UK)
United Kingdom
$598M +$42.6M +8% 14
GP
2024
Girard Partners
Pennsylvania
$598M +$43.6M +8% 220
CWM
2025
Circle Wealth Management
New Jersey
$598M +$29.9M +5% 211