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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
RFM
2001
Royal Fund Management
Florida
$1.02B +$114M +13% 8.54% 92.4% 344 16.86%
BFG
2002
Bouchey Financial Group
New York
$1.02B +$82.6M +9% 6.43% 66.7% 155 16.13%
ACM
2003
Atika Capital Management
New York
$1.02B +$268M +36% 27.6% 811% 117 59.83%
TWA
2004
TCI Wealth Advisors
Arizona
$1.01B +$76.9M +8% 7% 65% 225 12%
DA
2005
Duality Advisers
Florida
$1.01B +$67.6M +7% 5.53% 18.3% 782 55.88%
UA
2006
Unison Advisors
District of Columbia
$1.01B +$69.7M +7% 6.33% 54.6% 181 2.21%
CTA
2007
Colonial Trust Advisors
South Carolina
$1.01B +$68.8M +7% 9.08% 80% 1,095 23.56%
GCM
2008
Gladstone Capital Management
United Kingdom
$1.01B +$157M +18% 17.8% 304% 24 62.5%
RWM
2009
RKL Wealth Management
Pennsylvania
$1.01B +$84.4M +9% 8.48% 70.2% 162 8.02%
AIA
2010
Ally Invest Advisors
North Carolina
$1.01B +$68.8M +7% 4.89% 41.1% 61 4.92%
AF
2011
Arrow Financial
New York
$1.01B +$43.5M +5% 7.05% 66.5% 352 6.53%
CWM
2012
Campbell Wealth Management
Virginia
$1.01B +$164M +19% 6.33% 11.2% 96 39.58%
SBCM
2013
Schwerin Boyle Capital Management
Massachusetts
$1.01B +$111M +12% 13.9% 72.3% 55 10.91%
AIP
2014
ARS Investment Partners
New York
$1B +$101M +11% 15.2% 260% 174 17.24%
LCS
2015
Levin Capital Strategies
New York
$1B +$75.2M +8% 7.56% 88.6% 305 41.97%
OPFM
2016
Optimus Prime Fund Management
Cayman Islands
$1B +$200M +25% 9.16% 94.5% 26 15.38%
UAS
2017
United Asset Strategies
New York
$1B +$111M +12% 10.6% 94.6% 253 14.23%
OCAM
2018
Onex Canada Asset Management
Ontario, Canada
$1B -$13.2M -1% 10.1% 87.8% 125 10.4%
KA
2019
Kintegral Advisory
New York
$1B +$97.1M +11% 15.2% 124% 263 1.14%
PCOC
2020
Power Corp of Canada
Canada
$1,000M +$35.3M +4% 7.24% 14.4% 164 98.17%
AWM
2021
Angeles Wealth Management
California
$1,000M +$179M +22% 8.23% 70.4% 309 20.71%
HHAM
2022
HITE Hedge Asset Management
Massachusetts
$998M +$46.8M +5% 8.58% 54.4% 107 40.19%
SW
2023
SlateStone Wealth
Florida
$996M +$225M +29% 9.36% 79.1% 293 21.16%
APC
2024
Alta Park Capital
California
$995M +$22.7M +2% 14% 1,071% 48 41.67%
RP
2025
Regal Partners
Australia
$995M +$54.6M +6% 14.2% 146% 60 53.33%