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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
MW
2001
Marcum Wealth
Ohio
$1.08B +$78.8M +8% 6.97% 20% 426 11.03%
NGA
2002
Naples Global Advisors
Florida
$1.08B +$79M +8% 7.66% 103% 411 7.06%
UAS
2003
United Asset Strategies
New York
$1.07B +$60.5M +6% 5.89% 94.6% 245 11.02%
F1I
2004
Fund 1 Investments
Puerto Rico
$1.07B +$149M +16% 2.72% 128% 92 58.7%
CC
2005
Cornerstone Capital
California
$1.07B +$79.4M +8% 7.91% 91.2% 104 8.65%
FP
2006
FPR Partners
California
$1.07B +$81.4M +8% 38.3% 33% 16 31.25%
COCM
2007
Charter Oak Capital Management
New Hampshire
$1.07B +$112M +12% 5.71% 39.2% 191 10.99%
PP
2008
Pegasus Partners
Wisconsin
$1.07B +$76.3M +8% 6.15% 32.6% 178 10.67%
KCM
2009
Kathmere Capital Management
Pennsylvania
$1.07B +$122M +13% 5.42% 62.3% 398 19.1%
FPM
2010
Francisco Partners Management
California
$1.07B -$74.9M -7% 3.52% 14.3% 8 0%
BSB
2011
Bangor Savings Bank
Maine
$1.06B +$63.3M +6% 6.16% 49.6% 556 11.33%
AIM
2012
Anchor Investment Management
South Carolina
$1.06B +$87.8M +9% 6.36% 59.4% 1,094 12.07%
NAS
2013
Nicolet Advisory Services
Wisconsin
$1.06B +$15.5M +1% 6.39% 62.7% 383 11.23%
FTS
2014
Fifth Third Securities
Ohio
$1.06B -$25.9M -2% 5.93% 58.9% 272 7.35%
GA
2015
GRS Advisors
Illinois
$1.06B +$189M +22% 15.8% 54.3% 37 56.76%
WA
2016
WBH Advisory
Maryland
$1.06B +$68M +7% 6.24% 57.6% 326 5.52%
UM
2017
Ulysses Management
New York
$1.06B +$339M +47% 8.06% 51.8% 68 42.65%
CIAS
2018
Capital Investment Advisory Services
North Carolina
$1.05B +$85.2M +9% 5.96% 69.3% 1,012 7.61%
HCM
2019
Hengehold Capital Management
Ohio
$1.05B +$93.3M +10% 5.65% 48.1% 213 14.08%
JSAM
2020
J. Safra Asset Management
New York
$1.05B +$61.3M +6% 5.53% 84.3% 322 24.22%
CNBT
2021
Canandaigua National Bank & Trust
New York
$1.05B +$128M +14% 7.83% 348 16.95%
AC
2022
Allstate Corporation
Illinois
$1.05B -$181M -15% 6.05% 59.7% 227 57.71%
NPIC
2023
Neumeier Poma Investment Counsel
California
$1.05B -$42.5M -4% 11.4% 229% 44 6.82%
CISOA
2024
Capital Investment Services of America
Wisconsin
$1.05B +$12.1M +1% 6.84% 50.7% 79 7.59%
LCS
2025
Levin Capital Strategies
New York
$1.05B +$88.8M +9% 8.43% 88.6% 279 36.2%