We are live on ! Find out more

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
NWM
2001
Nicola Wealth Management
British Columbia, Canada
$1.06B -$203M -16% 0.34% 48.3% 115 16.52%
DGM
2002
Darwin Global Management
Jersey
$1.06B -$174M -14% 4.41% 2,873% 8 62.5%
CPA
2003
Cardiff Park Advisors
California
$1.05B -$63.3M -6% 1.33% 80.8% 356 9.27%
AF
2004
Arrow Financial
New York
$1.05B -$28M -3% 0.95% 53.2% 341 51.32%
NEWAS
2005
N.E.W. Advisory Services
Wisconsin
$1.05B +$38.7M +4% 0.46% 42% 196 10.2%
PNAA
2006
Pictet North America Advisors
Switzerland
$1.05B +$41.8M +4% 0.91% 65.9% 150 8%
BGM
2007
Burkehill Global Management
New York
$1.05B 7.04% 38
DE
2008
Diversified Enterprises
Delaware
$1.05B +$140M +15% 0.44% 245 11.84%
FI
2009
FJ Investments
Utah
$1.05B +$40.3M +4% 3.59% 4 0%
CISOA
2010
Capital Investment Services of America
Wisconsin
$1.05B +$1.1M +0.1% 2.35% 50.7% 78 5.13%
VCP
2011
Verus Capital Partners
Arizona
$1.05B +$23.5M +2% 3.13% 83% 393 15.01%
PIM
2012
Provident Investment Management
Michigan
$1.05B -$74M -7% 3.39% 59.5% 79 8.86%
CS
2013
Central Securities
New York
$1.05B +$16.5M +2% 2.75% 84.7% 29 10.34%
FLAM
2014
First Light Asset Management
Minnesota
$1.05B -$157M -13% 10.5% 266% 47 42.55%
ZIG
2015
Zuckerman Investment Group
Illinois
$1.04B +$68.5M +7% 3.26% 115% 161 14.91%
WTB
2016
Washington Trust Bank
Washington
$1.04B -$3.44M -0.3% 1.79% 69.3% 226 10.62%
GL
2017
GTCR LLC
Illinois
$1.04B -$243M -19% 12.2% 10.5% 4 25%
CIAS
2018
Capital Investment Advisory Services
North Carolina
$1.04B -$15.3M -1% 0.7% 69.3% 1,017 12%
JMFC
2019
J.M. Forbes & Co
Massachusetts
$1.04B +$15M +1% 2.67% 95.1% 144 6.25%
ZA
2020
Zazove Associates
Nevada
$1.04B +$103M +11% 3.42% 11% 139 8.63%
LI
2021
LRI Investments
Florida
$1.04B +$7.39M +0.7% 5.88% 1,178 5.09%
WC
2022
Woodstock Corp
Massachusetts
$1.04B -$1.22M -0.1% 1.75% 96.1% 167 7.78%
MFG
2023
Magnus Financial Group
New York
$1.04B +$52.7M +5% 3.03% 70.8% 385 15.58%
FNT
2024
First Nebraska Trust
Nebraska
$1.04B +$7.47M +0.7% 0.72% 48% 200 5.5%
SCM
2025
SG Capital Management
Illinois
$1.03B +$236M +30% 3.48% 187% 93 74.19%