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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
LNWTC
2001
Laird Norton Wetherby Trust Company
Washington
$801M +$96.7M +14% 11% 70.2% 126 14.29%
BCLSI
2002
Bain Capital Life Sciences Investors
Massachusetts
$800M -$94.7M -11% 3.41% 643% 36 13.89%
NCM
2003
Narwhal Capital Management
Georgia
$799M +$47.4M +6% 7.36% 93.8% 168 6.55%
TLFA
2004
True Link Financial Advisors
California
$799M +$61M +8% 3.27% 22.2% 120 5%
CWM
2005
Campbell Wealth Management
Virginia
$798M +$79.7M +11% 5.91% 11.2% 80 16.25%
CCM
2006
Condor Capital Management
New Jersey
$797M -$3.7M -0.5% 6.4% 47.3% 261 29.89%
FBFS
2007
First Business Financial Services
Wisconsin
$797M +$52.6M +7% 5.46% 59.8% 171 6.43%
DGAM
2008
Desjardins Global Asset Management
Quebec, Canada
$794M +$160M +25% 11.1% 637 26.37%
LF
2009
Longbow Finance
Switzerland
$794M +$51.7M +7% 8.35% 133% 70 32.86%
FNT
2010
First Nebraska Trust
Nebraska
$794M +$26.2M +3% 5.04% 48% 172 5.81%
B
2011
Bridgeworth
Alabama
$793M +$165M +26% 5.06% 19.3% 173 14.45%
ICP
2012
Ironvine Capital Partners
Nebraska
$793M +$20.2M +3% 8.17% 51.8% 50 14%
RWM
2013
RKL Wealth Management
Pennsylvania
$792M +$43.8M +6% 6.6% 54.1% 135 6.67%
MIA
2014
MMBG Investment Advisors
Florida
$789M +$33.8M +4% 21.1% 101% 168 9.52%
GL
2015
Governors Lane
New York
$789M -$181M -19% 12.9% 141% 139 60.43%
GCM
2016
Gladstone Capital Management
United Kingdom
$787M +$13.2M +2% 24.7% 256% 19 42.11%
SIA
2017
Soltis Investment Advisors
Utah
$786M +$26.4M +3% 3.57% 67% 278 16.19%
II
2018
Inspire Investing
Idaho
$786M +$8.74M +1% 6.47% 77.1% 806 10.92%
WMC
2019
Westwood Management Corporation
Illinois
$786M +$43.5M +6% 19.8% 44.3% 72 5.56%
GG
2020
Greenwood Gearhart
Arkansas
$786M +$79.8M +11% 7.25% 70.6% 102 10.78%
CCM
2021
CoreView Capital Management
Hong Kong
$785M +$135M +21% 18.1% 45.2% 13 30.77%
WC
2022
Woodstock Corp
Massachusetts
$784M +$31.7M +4% 8.42% 96.1% 173 5.2%
WI
2023
Wintrust Investments
Illinois
$784M +$18.3M +2% 4.22% 27.5% 417 31.65%
NSGL
2024
No Street GP LP
California
$783M +$24.3M +3% 11.3% 222% 30 26.67%
VV
2025
Verity & Verity
South Carolina
$783M +$17M +2% 0.14% 56% 129 17.05%