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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
WB
2001
Webster Bank
Connecticut
$767M +$27.4M +4% 584
MPMG
2002
Minneapolis Portfolio Management Group
Minnesota
$767M +$64.2M +9% 31
MP
2003
Makaira Partners
California
$766M +$77.4M +11% 11
SCM
2004
Simcoe Capital Management
New York
$765M -$72.4M -9% 14
HCM
2005
Hilton Capital Management
New York
$764M +$4.72M +0.6% 127
AAIM
2006
Asset Advisors Investment Management
Georgia
$764M +$5.37M +0.7% 90
MCM
2007
Manchester Capital Management
Vermont
$764M +$84.1M +12% 1,133
CFD
2008
Creative Financial Designs
Indiana
$764M +$86.5M +13% 1,454
VI
2009
Versor Investments
New York
$763M -$401M -34% 939
MFA
2010
Mayflower Financial Advisors
Massachusetts
$761M +$40.8M +6% 375
RGREA
2011
Ranger Global Real Estate Advisors
Colorado
$761M +$70.5M +10% 32
SFG
2012
SNS Financial Group
Minnesota
$761M +$24.3M +3% 199
CTC
2013
Chai Trust Company
Illinois
$760M +$28.6M +4% 22
CPA
2014
Cardiff Park Advisors
California
$760M +$44.9M +6% 333
SP
2015
ShawSpring Partners
Massachusetts
$759M +$129M +21% 7
PIMJS
2016
PKO Investment Management Joint-Stock
Poland
$758M +$70.9M +10% 146
UAS
2017
United Asset Strategies
New York
$758M +$40.5M +6% 247
WPC
2018
Wedmont Private Capital
Pennsylvania
$758M +$89.8M +13% 494
LG
2019
Leuthold Group
Minnesota
$757M +$15.1M +2% 225
BFG
2020
Bouchey Financial Group
New York
$757M +$62.8M +9% 104
EC
2021
Estate Counselors
Wisconsin
$757M +$41.6M +6% 177
TFA
2022
Transamerica Financial Advisors
Florida
$757M +$54.3M +8% 728
JIR
2023
James Investment Research
Ohio
$756M +$40.7M +6% 656
CAM
2024
Cozad Asset Management
Illinois
$755M +$44M +6% 391
AAP
2025
Arax Advisory Partners
Colorado
$755M +$32.7M +5% 1,326