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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
NGA
2001
Naples Global Advisors
Florida
$825M -$27.3M -3% 3.79% 103% 416 9.38%
DIP
2002
DT Investment Partners
Pennsylvania
$825M -$54.2M -6% 3.01% 58% 473 2.75%
TAM
2003
Taurus Asset Management
New York
$824M -$36.2M -4% 3.41% 26.9% 92 3.26%
SVCF
2004
Silicon Valley Community Foundation
California
$824M -$7.51M -0.9% 0.26% 309% 19 10.53%
SAF
2005
Smith Anglin Financial
Texas
$823M -$1.22M -0.1% 4.07% 52.8% 183 11.48%
PAM
2006
Palisade Asset Management
Minnesota
$823M -$39.7M -5% 4% 61.8% 182 2.2%
SAM
2007
Sawgrass Asset Management
Florida
$822M +$10.1M +1% 0.88% 70.3% 209 17.7%
CWM
2008
Campbell Wealth Management
Virginia
$821M +$43.4M +6% 3% 11.2% 81 13.58%
DMC
2009
Deer Management Company
New York
$821M -$290M -26% 8.28% 71.6% 15 6.67%
SW
2010
SoFi Wealth
California
$820M +$9.98M +1% 3.23% 48% 11 0%
NCM
2011
Narwhal Capital Management
Georgia
$819M -$31.4M -4% 3.1% 93.8% 177 11.3%
HI
2012
Helikon Investments
United Kingdom
$819M -$121K -0% 0.7% 330% 15 0%
CS
2013
Central Securities
New York
$819M -$21.8M -3% 3.16% 84.7% 28 7.14%
RWM
2014
RKL Wealth Management
Pennsylvania
$817M -$27.7M -3% 3.38% 54.1% 136 8.09%
FIM
2015
Freedom Investment Management
Connecticut
$817M -$74.1M -8% 2.69% 58.5% 775 22.97%
WCM
2016
Wealthcare Capital Management
Virginia
$816M -$37.5M -4% 4.07% 41.4% 81 14.81%
TCM
2017
TD Capital Management
Tennessee
$816M -$20.8M -2% 2.72% 33.9% 447 15.66%
CCA
2018
Clearwater Capital Advisors
Illinois
$816M -$23.4M -3% 3.33% 35% 153 10.46%
CCM
2019
Condor Capital Management
New Jersey
$816M -$18.1M -2% 3.23% 47.3% 202 18.81%
BFG
2020
Bouchey Financial Group
New York
$816M -$10.7M -1% 3.77% 66.7% 135 24.44%
MFM
2021
MHR Fund Management
New York
$816M +$104M +15% 14.3% 195% 10 0%
BPIH
2022
Broad Peak Investment Holdings
Singapore
$815M +$77.9M +11% 7.05% 52.2% 23 21.74%
GGI
2023
Godsey & Gibb Inc
Virginia
$815M -$66.2M -8% 4.16% 78.9% 382 17.28%
WA
2024
WBH Advisory
Maryland
$815M -$29.1M -3% 3.62% 47.2% 305 7.21%
W
2025
Wealthquest
Ohio
$815M -$22.1M -3% 3.17% 52.1% 132 12.88%