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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
LCS
2001
Levin Capital Strategies
New York
$744M +$5.93M +0.8% 13.4% 79.3% 303 40.59%
FBFS
2002
First Business Financial Services
Wisconsin
$744M +$43.9M +6% 9.19% 74% 172 11.63%
PFGIA
2003
Patriot Financial Group Insurance Agency
Massachusetts
$744M +$334M +81% 9.79% 87% 454 16.3%
GFA
2004
Gallagher Fiduciary Advisors
Illinois
$743M -$230M -24% 24.2% 33.7% 5 0%
MHIC
2005
Marble Harbor Investment Counsel
Massachusetts
$743M +$87.4M +13% 12.2% 55.1% 190 12.63%
LF
2006
Longbow Finance
Switzerland
$742M 11% 133% 57
WMC
2007
Westwood Management Corporation
Illinois
$742M -$19.4M -3% 3.15% 44.3% 75 10.67%
LG
2008
Leuthold Group
Minnesota
$742M +$78.4M +12% 11.1% 106% 213 25.35%
DIGDR
2009
Dynamo Internacional Gestao de Recursos
Brazil
$742M +$34.6M +5% 8.57% 67.3% 17 23.53%
GIM
2010
Grassi Investment Management
California
$741M +$55M +8% 13.4% 170% 128 12.5%
SFG
2011
SNS Financial Group
Minnesota
$741M +$45.4M +7% 7.35% 41.8% 210 10.95%
WB
2012
Webster Bank
Connecticut
$740M +$49.8M +7% 9.15% 77.5% 553 5.97%
IAM
2013
Ion Asset Management
Israel
$739M +$103M +16% 10.3% 125% 44 34.09%
FFM
2014
FengHe Fund Management
Singapore
$739M +$345M +88% 18.1% 564% 19 57.89%
TLFA
2015
True Link Financial Advisors
California
$738M +$47.5M +7% 4.32% 22.2% 131 15.27%
NA
2016
Nottingham Advisors
New York
$738M +$43.9M +6% 7.26% 44.3% 150 16.67%
AF
2017
Arrow Financial
New York
$737M +$51.5M +8% 9.2% 53.2% 341 2.93%
PCMF
2018
Private Capital Management (Florida)
Florida
$737M +$45.3M +7% 13.9% 68.6% 160 38.75%
BAM
2019
Bayview Asset Management
Florida
$736M -$118M -14% 9.2% 57.6% 11 63.64%
SS
2020
Simplicity Solutions
Minnesota
$735M +$45.3M +7% 9.96% 37.1% 737 22.12%
SCA
2021
Summit Creek Advisors
Minnesota
$735M +$8.68M +1% 4.53% 47.8% 74 10.81%
HCM
2022
Hitchwood Capital Management
New York
$733M +$252M +52% 4.24% 275% 22 27.27%
MG
2023
Magnolia Group
Nebraska
$733M +$71.4M +11% 7.94% 8.9% 12 16.67%
BFG
2024
Beacon Financial Group
Texas
$733M +$89.4M +14% 8.84% 60.3% 242 14.46%
WAM
2025
Weatherly Asset Management
California
$733M +$36.8M +5% 7.99% 108% 176 3.41%