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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
VV
2001
Verity & Verity
South Carolina
$766M +$145M +23% 14.8% 76.4% 132 30.3%
WI
2002
Wintrust Investments
Illinois
$765M -$33.6M -4% 10.1% 27.5% 422 21.09%
TCM
2003
TD Capital Management
Tennessee
$764M +$43.8M +6% 5.53% 40.5% 402 11.19%
DBT
2004
Dubuque Bank & Trust
Iowa
$764M +$49.5M +7% 8.52% 24% 233 11.59%
RA
2005
Resolute Advisors
California
$764M -$78.8M -9% 7.72% 36.7% 146 62.33%
CU
2006
CQS (US)
New York
$763M -$97.7M -11% 4.8% 15% 81 11.11%
DIP
2007
DT Investment Partners
Pennsylvania
$762M +$151M +25% 9.07% 58% 501 8.78%
RI
2008
RWWM Inc
California
$761M +$62.5M +9% 15% 40.6% 14 0%
FTS
2009
Fifth Third Securities
Ohio
$761M +$68.8M +10% 7.64% 58.9% 207 7.25%
MIIM
2010
Mesirow Institutional Investment Management
Illinois
$760M +$70.3M +10% 13.6% 131 26.72%
AAG
2011
Armstrong Advisory Group
Massachusetts
$760M 6.65% 48.5% 810
N
2012
Naspers
South Africa
$760M -$40.1M -5% 3.47% 52.2% 4 0%
SIA
2013
Soltis Investment Advisors
Utah
$760M +$95M +14% 7.9% 80.8% 268 20.9%
KBG
2014
Kahn Brothers Group
New York
$760M +$118M +18% 20.6% 53.4% 46 4.35%
HCM
2015
Hilton Capital Management
New York
$760M $0 0% 2.84% 58.2% 103 0%
CST
2016
Charles Schwab Trust
Nevada
$759M +$165M +28% 6.93% 45.6% 154 11.04%
TIM
2017
Triodos Investment Management
Netherlands
$759M +$59.5M +9% 12.1% 89.9% 48 14.58%
NSGL
2018
No Street GP LP
California
$759M +$123M +19% 9.99% 246% 31 32.26%
AAIM
2019
Asset Advisors Investment Management
Georgia
$759M +$57M +8% 9.61% 58.7% 89 1.12%
MAM
2020
Mastrapasqua Asset Management
Tennessee
$759M +$67.4M +10% 10.7% 54.9% 155 14.19%
BFG
2021
Berger Financial Group
Minnesota
$758M +$77.1M +11% 7.55% 59.9% 270 17.41%
CM
2022
CastleKnight Management
New York
$758M +$45M +6% 8.43% 259% 273 32.97%
QCMNJ
2023
Quantum Capital Management (New Jersey)
New Jersey
$758M -$5.74M -0.8% 11.3% 22.7% 30 13.33%
M
2024
Murchinson
Ontario, Canada
$757M +$412M +119% 0.83% 107% 101 69.31%
AWMS
2025
Advocacy Wealth Management Services
Georgia
$757M +$72M +11% 4.63% 48.3% 147 77.55%