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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
RPGK
2001
Retirement Planning Group (Kansas)
Kansas
$880M +$8.64M +1% 0.92% 39.9% 91 10.99%
MG
2002
Magnolia Group
Nebraska
$879M +$74.7M +9% 12% 8.9% 11 9.09%
CG
2003
Column Group
California
$879M +$173M +24% 11.4% 186% 8 50%
EIA
2004
Edgemoor Investment Advisors
Maryland
$878M -$193M -18% 0.12% 88.5% 148 12.16%
BO
2005
BRR OpCo
Ohio
$878M -$30.6M -3% 0.49% 23.6% 233 10.3%
BDWM
2006
Brewin Dolphin Wealth Management
Ireland
$877M +$53.8M +7% 0.65% 47.8% 345 6.96%
RM
2007
Resource Management
Louisiana
$876M +$1.89M +0.2% 1.15% 82.7% 199 14.57%
FWI
2008
Facet Wealth Inc
Maryland
$875M +$146M +20% 1.61% 48.1% 61 13.11%
EFS
2009
Essex Financial Services
Connecticut
$875M +$184M +27% 1.19% 73.2% 491 11.2%
CIC
2010
Cornercap Investment Counsel
Georgia
$875M -$30.6M -3% 0.68% 55.4% 638 30.25%
SCM
2011
Sahana Capital Management
Connecticut
$875M +$29.2M +3% 1.73% 0.48% 11 27.27%
MCM
2012
MKP Capital Management
New York
$874M -$53.8M -6% 0.52% 57.5% 55 52.73%
FBFS
2013
First Business Financial Services
Wisconsin
$874M +$18.4M +2% 0.38% 74% 164 10.37%
TW
2014
Transform Wealth
Colorado
$872M +$53.4M +7% 1.31% 48.4% 240 13.75%
TI
2015
Think Investments
California
$870M +$109M +14% 1.85% 119% 38 42.11%
JC
2016
Jacobs & Co
California
$869M +$3.64M +0.4% 1.92% 92.2% 128 12.5%
MYIA
2017
Mount Yale Investment Advisors
Colorado
$869M +$42.8M +5% 1.23% 69.4% 494 21.86%
DWM
2018
Dakota Wealth Management
Florida
$869M +$29.4M +4% 1.58% 93% 376 19.41%
CC
2019
Cornerstone Capital
California
$868M -$13.8M -2% 0.87% 74.7% 95 7.37%
AL
2020
Arnhold LLC
New York
$867M -$15.7M -2% 2.5% 156% 140 10.71%
AGDR
2021
AdamCapital Gestao de Recursos
Brazil
$867M -$295M -25% 1.04% 10.7% 38 97.37%
PWP
2022
Principle Wealth Partners
Connecticut
$866M -$14.6M -2% 0.1% 65.9% 322 7.76%
BST
2023
Bath Savings Trust
Maine
$865M +$17.3M +2% 0.69% 47.3% 160 3.75%
MFP
2024
Michael F. Price
$865M -$45.5M -5% 2.44% 42.6% 156 16.03%
MFIMFI
2025
Mesirow Financial Investment Management - Fixed Income
Illinois
$864M -$30.5M -3% 1.84% 26.9% 153 25.49%