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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
PE
2001
PSG Equity
Massachusetts
$943M +$85.5M +10% 9.97% 15% 1 0%
CTA
2002
Colonial Trust Advisors
South Carolina
$943M +$69.4M +8% 10.5% 80% 966 10.66%
BCM
2003
Bayesian Capital Management
New York
$942M +$65.9M +8% 17.3% 107% 1,095 75.34%
HHAA
2004
Henry H. Armstrong Associates
Pennsylvania
$941M +$65.9M +8% 10.4% 49.3% 59 5.08%
CCA
2005
Conservest Capital Advisors
Pennsylvania
$940M +$112M +13% 10.9% 58.6% 113 11.5%
RP
2006
Regal Partners
Australia
$940M +$492M +110% 11.6% 146% 57 59.65%
MW
2007
Marcum Wealth
Ohio
$940M +$108M +13% 10.9% 20% 403 12.41%
AIA
2008
Ally Invest Advisors
North Carolina
$939M +$83.7M +10% 8.8% 41.1% 59 6.78%
TWA
2009
TCI Wealth Advisors
Arizona
$938M +$154M +20% 10.8% 65% 214 13.55%
GG
2010
Greenwood Gearhart
Arkansas
$938M +$92.6M +11% 9.6% 70.6% 304 67.76%
EIP
2011
Easterly Investment Partners
Massachusetts
$935M +$26.4M +3% 10.3% 57.6% 209 19.14%
NP
2012
Ninepoint Partners
Ontario, Canada
$935M -$110M -10% 11.5% 82.6% 107 30.84%
NC
2013
Nitorum Capital
New York
$935M +$20.3M +2% 6.83% 87.1% 29 10.34%
BFG
2014
Bouchey Financial Group
New York
$934M +$118M +14% 10.4% 66.7% 141 14.89%
SW
2015
SoFi Wealth
California
$933M +$113M +14% 9.15% 62.2% 11 0%
FFL
2016
Flat Footed LLC
Wyoming
$933M +$47.7M +5% 38% 152% 33 54.55%
HCM
2017
Hilton Capital Management
New York
$933M +$182M +24% 7.65% 58.2% 172 33.14%
2
2018
2Xideas
Switzerland
$933M +$29.3M +3% 15.4% 40.6% 60 16.67%
FTF
2019
Freedom Together Foundation
New York
$933M 8.63% 26
CCM
2020
Condor Capital Management
New Jersey
$933M +$117M +14% 10.6% 58.2% 216 27.31%
DGAM
2021
Desjardins Global Asset Management
Quebec, Canada
$930M +$11.4M +1% 13.6% 706 10.06%
NAS
2022
Nicolet Advisory Services
Wisconsin
$930M +$27.1M +3% 9.92% 62.7% 339 12.68%
BW
2023
Browning West
California
$928M +$231M +33% 17.7% 96.8% 2 0%
WDA
2024
Wendell David Associates
New Hampshire
$928M +$78.4M +9% 9.66% 46% 166 8.43%
WAM
2025
Weatherly Asset Management
California
$928M +$90.8M +11% 11.7% 108% 179 5.59%