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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
MWM
2001
Meridian Wealth Management
Kentucky
$915M -$21.5M -2% 0.01% 117% 434 15.9%
EF
2002
Empowered Funds
Pennsylvania
$915M +$28.1M +3% 2.1% 127% 316 47.15%
GP
2003
Girard Partners
Pennsylvania
$914M -$6.42M -0.7% 5.53% 25.7% 268 11.94%
WSCM
2004
Wellington Shields Capital Management
New York
$914M +$132M +17% 4.5% 137% 358 32.12%
CF
2005
Covea Finance
France
$912M -$229M -20% 9.21% 115% 58 13.79%
KA
2006
Kintegral Advisory
New York
$911M -$55M -6% 6.35% 124% 268 2.61%
JAFL
2007
Jay A. Fishman Ltd
Michigan
$908M -$28.3M -3% 2.54% 105% 99 9.09%
FBFS
2008
First Business Financial Services
Wisconsin
$904M -$40.6M -4% 5.39% 74% 180 10.56%
BTWM
2009
Baker Tilly Wealth Management
Wisconsin
$904M -$28.1M -3% 5.6% 83.6% 576 18.92%
MFIMFI
2010
Mesirow Financial Investment Management - Fixed Income
Illinois
$903M -$4.61M -0.5% 7.59% 26.9% 152 30.92%
JC
2011
Jacobs & Co
California
$903M -$61.3M -6% 4.64% 92.2% 129 8.53%
JEST
2012
JTC Employer Solutions Trustee
Jersey
$903M +$93.5M +12% 1.62% 88.7% 314 3.18%
CCA
2013
Conservest Capital Advisors
Pennsylvania
$903M -$30.8M -3% 5.49% 58.6% 97 15.46%
CF
2014
Cypress Funds
California
$903M -$318M -26% 13.3% 100% 17 11.76%
SRFM
2015
Shannon River Fund Management
New York
$901M -$84.4M -9% 13.4% 554% 56 33.93%
SFG
2016
SNS Financial Group
Minnesota
$901M -$35.6M -4% 3.72% 54.2% 259 18.92%
ORI
2017
Oak Ridge Investments
Illinois
$900M -$284M -24% 7.44% 208% 176 15.91%
OC
2018
ORIX Corp
Japan
$899M +$27.8M +3% 3.19% 11.7% 1 0%
MFS
2019
Mirabella Financial Services
United Kingdom
$899M -$86.4M -9% 3.21% 86.2% 740 78.24%
WDA
2020
Wendell David Associates
New Hampshire
$898M -$90.4M -9% 5.91% 46% 156 2.56%
MC
2021
Montag & Caldwell
Georgia
$898M -$139M -13% 11.3% 91.3% 76 9.21%
ADL
2022
Asset Dedication LLC
California
$898M +$67.5M +8% 3.29% 67.8% 1,077 16.34%
CCM
2023
Condor Capital Management
New Jersey
$897M -$36.4M -4% 5.11% 58.2% 491 24.24%
AAIM
2024
Asset Advisors Investment Management
Georgia
$897M -$95.6M -10% 5.16% 58.7% 98 14.29%
CTC
2025
Chai Trust Company
Illinois
$897M -$74.5M -8% 1.27% 12.7% 39 28.21%