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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
WAM
2001
Weatherly Asset Management
California
$928M +$90.8M +11% 11.7% 108% 179 5.59%
LCS
2002
Levin Capital Strategies
New York
$927M +$87.2M +10% 10.7% 79.3% 326 41.72%
TAM
2003
Taurus Asset Management
New York
$926M +$102M +12% 12% 26.9% 91 5.49%
AMI
2004
Amica Mutual Insurance
Rhode Island
$926M +$75.7M +9% 10.5% 69.7% 130 26.15%
RWM
2005
RKL Wealth Management
Pennsylvania
$925M +$107M +13% 10.7% 54.1% 155 17.42%
DIP
2006
DT Investment Partners
Pennsylvania
$925M +$99.8M +12% 9.58% 58% 489 8.79%
TLFA
2007
True Link Financial Advisors
California
$924M +$90.3M +11% 5.92% 22.2% 114 56.14%
PCA
2008
Prosperity Capital Advisors
Ohio
$922M +$166M +22% 9.54% 65.5% 283 25.44%
CS
2009
Central Securities
New York
$921M +$102M +12% 14.3% 84.7% 28 0%
SC
2010
Strategy Capital
California
$920M +$203M +28% 30.3% 201% 10 10%
BSB
2011
Bangor Savings Bank
Maine
$917M +$77.4M +9% 9.36% 49.6% 545 8.44%
FNFDCM
2012
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$917M +$58.4M +7% 8.47% 67.3% 167 3.59%
MFM
2013
MHR Fund Management
New York
$915M +$99.5M +12% 21.9% 195% 10 0%
NCM
2014
Narwhal Capital Management
Georgia
$915M +$95.7M +12% 11.4% 93.8% 175 10.86%
LWIC
2015
Leith Wheeler Investment Counsel
British Columbia, Canada
$913M +$157M +21% 12.5% 46.8% 58 1.72%
CC
2016
Cornerstone Capital
California
$913M +$82.9M +10% 12.6% 74.7% 93 5.38%
CWS
2017
Confluence Wealth Services
Pennsylvania
$912M +$406M +80% 9.96% 64.5% 306 19.61%
PAM
2018
Palisade Asset Management
Minnesota
$912M +$89.7M +11% 10.4% 61.8% 200 11.5%
RW
2019
RVW Wealth
California
$910M +$80.7M +10% 9.72% 59.3% 381 63.78%
NGA
2020
Naples Global Advisors
Florida
$909M +$84.2M +10% 11.2% 103% 422 9%
II
2021
Inspire Investing
Idaho
$909M +$126M +16% 12.8% 77.1% 835 11.26%
PCP
2022
P2 Capital Partners
New York
$909M +$144M +19% 14.1% 0.1% 16 18.75%
SVWAG
2023
Sound View Wealth Advisors Group
Georgia
$907M +$103M +13% 9.16% 60.5% 398 11.56%
PP
2024
PDT Partners
New York
$905M +$113M +14% 15.6% 180% 703 43.1%
CCP
2025
Clough Capital Partners
Massachusetts
$904M -$27.8M -3% 12.3% 156% 234 31.62%