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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
ACL
2001
Azora Capital LP
Florida
$674M +$266M +65% 49
MC
2002
Montag & Caldwell
Georgia
$673M -$15.7M -2% 94
CT
2003
Caldwell Trust
Florida
$673M -$53.2M -7% 745
WC
2004
Woodstock Corp
Massachusetts
$672M -$48.3M -7% 167
SC
2005
Sasco Capital
Connecticut
$672M -$58.3M -8% 50
CTC
2006
Chai Trust Company
Illinois
$672M -$73.7M -10% 25
VS
2007
VK Services
California
$671M +$511K +0.1% 11
HP
2008
Harvey Partners
New York
$671M +$218M +48% 39
CAM
2009
Carret Asset Management
New York
$670M -$50.7M -7% 279
CCP
2010
Clough Capital Partners
Massachusetts
$670M -$103M -13% 107
AC
2011
AltraVue Capital
Washington
$669M -$11.4M -2% 34
1IA
2012
1834 Investment Advisors
Wisconsin
$668M -$41.9M -6% 481
SL
2013
Salomon & Ludwin
Virginia
$667M +$20.6M +3% 145
TWM
2014
Tradition Wealth Management
Minnesota
$666M -$22.8M -3% 1,237
FFW
2015
Fusion Family Wealth
New York
$665M -$32.7M -5% 42
ACGDR
2016
Atmos Capital Gestao de Recursos
Brazil
$665M +$6.86M +1% 26
SIA
2017
Soltis Investment Advisors
Utah
$665M -$23.9M -3% 254
OFG
2018
Oxford Financial Group
Indiana
$665M -$13.4M -2% 277
DG
2019
DigitalBridge Group
Florida
$664M -$34.1M -5% 60
LG
2020
Leuthold Group
Minnesota
$664M -$40.7M -6% 201
PVI
2021
Pura Vida Investments
New York
$663M +$34.3M +5% 224
ZF
2022
Zhang Financial
Michigan
$663M +$40.2M +6% 230
SIM
2023
Sandia Investment Management
Massachusetts
$663M -$62M -9% 364
TWM
2024
Tanglewood Wealth Management
Texas
$662M -$78.9M -11% 32
LOM
2025
LTS One Management
New York
$662M -$127M -16% 5