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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
NCM
2001
Nantahala Capital Management
Connecticut
$824M -$219M -21% 132
SAF
2002
Smith Anglin Financial
Texas
$824M +$153M +23% 183
ICP
2003
Ironvine Capital Partners
Nebraska
$824M +$30.9M +4% 45
MIA
2004
MMBG Investment Advisors
Florida
$824M +$34.4M +4% 165
CA
2005
Callahan Advisors
Texas
$823M +$48.7M +6% 142
OAM
2006
Oberweis Asset Management
Illinois
$823M +$178M +28% 206
CA
2007
CapWealth Advisors
Tennessee
$820M +$18.2M +2% 104
MC
2008
Montag & Caldwell
Georgia
$820M +$75.2M +10% 87
HI
2009
Helikon Investments
United Kingdom
$819M +$71.3M +10% 16
RI
2010
Redwood Investments
Massachusetts
$819M +$36.4M +5% 128
WSCM
2011
Wellington Shields Capital Management
New York
$819M -$12.2M -1% 331
SCM
2012
Sandler Capital Management
New York
$817M +$209M +34% 127
PIMJS
2013
PKO Investment Management Joint-Stock
Poland
$816M +$58.1M +8% 151
VV
2014
Verity & Verity
South Carolina
$815M +$32M +4% 121
CPA
2015
Cardiff Park Advisors
California
$814M +$54.2M +7% 328
FG
2016
Fiduciary Group
Georgia
$814M +$44.8M +6% 245
UBV
2017
United Bank (Virginia)
Virginia
$813M +$30.7M +4% 166
AI
2018
Aperture Investors
New York
$813M +$102M +14% 89
SAM
2019
Sawgrass Asset Management
Florida
$812M +$42.5M +6% 196
TA
2020
Tectonic Advisors
Texas
$812M +$80.9M +11% 249
ORI
2021
Oak Ridge Investments
Illinois
$811M +$72.1M +10% 155
FBFS
2022
First Business Financial Services
Wisconsin
$811M +$13.9M +2% 180
SW
2023
SoFi Wealth
California
$810M +$67.9M +9% 11
HH
2024
Hilltop Holdings
Texas
$810M +$71.7M +10% 614
HP
2025
Harvey Partners
New York
$809M +$17.2M +2% 44