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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
CIAS
2001
CFS Investment Advisory Services
New Jersey
$1.12B -$74.8M -6% 1.02% 54.1% 312 12.82%
KCM
2002
Kathmere Capital Management
Pennsylvania
$1.12B +$48.5M +5% 1.11% 62.3% 433 17.09%
LCM
2003
Lakewood Capital Management
New York
$1.11B -$157M -12% 2.49% 45.4% 50 16%
YDMI
2004
Y.D. More Investments
Israel
$1.11B +$157M +16% 11.1% 305% 482 12.24%
CWM
2005
Campbell Wealth Management
Virginia
$1.11B -$11.4M -1% 0.51% 11.2% 102 36.27%
BCM
2006
Bares Capital Management
Texas
$1.11B +$12.3M +1% 13.4% 138% 22 50%
SC
2007
Syon Capital
California
$1.11B -$19.5M -2% 0.49% 74% 604 30.3%
AIP
2008
ARS Investment Partners
New York
$1.11B -$5.82M -0.5% 2.01% 260% 191 19.37%
GC
2009
Gillson Capital
Illinois
$1.11B +$9.58M +0.9% 1.8% 84.9% 91 61.54%
FFS
2010
Founders Financial Securities
Maryland
$1.11B +$25M +2% 0.52% 64.3% 468 15.81%
LC
2011
Lindbrook Capital
California
$1.11B -$20.5M -2% 2.77% 35.8% 2,962 10.9%
SDJVC
2012
St. Denis J. Villere & Co
Louisiana
$1.11B -$118M -10% 5.26% 32.6% 90 10%
NI
2013
NYL Investors
New York
$1.11B -$479M -30% 2.82% 12.7% 37 10.81%
TW
2014
TritonPoint Wealth
Maryland
$1.1B +$10.6M +1% 2.68% 348 9.77%
PIM
2015
Penobscot Investment Management
Massachusetts
$1.1B -$10.5M -0.9% 2.06% 103% 326 11.66%
MIS
2016
Morningstar Investment Services
Illinois
$1.1B -$8.7B -89% 0.65% 22.4% 408 65.2%
GWM
2017
GDS Wealth Management
Texas
$1.1B +$71.4M +7% 0.38% 82.2% 178 11.24%
MFS
2018
Mirabella Financial Services
United Kingdom
$1.1B -$711M -39% 3.84% 86.2% 294 71.77%
VV
2019
Verity & Verity
South Carolina
$1.1B +$75.2M +7% 0.32% 76.4% 137 19.71%
RI
2020
RWWM Inc
California
$1.09B +$12.3M +1% 3.81% 40.6% 21 0%
RP
2021
Regeneron Pharmaceuticals
New York
$1.09B 15.7% 6
SMC
2022
Smith, Moore & Co
Missouri
$1.09B +$46.9M +4% 0.47% 67% 509 13.75%
SFM
2023
Stack Financial Management
Montana
$1.09B -$20.3M -2% 3.85% 58.4% 52 11.54%
FACM
2024
Forest Avenue Capital Management
Florida
$1.09B +$270M +33% 20.6% 415% 31 61.29%
HFM
2025
Hartford Funds Management
Pennsylvania
$1.09B +$12.9M +1% 2.61% 26.8% 104 16.35%