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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
EFG
2001
Ethos Financial Group
Pennsylvania
$1.05B +$279M +36% 1.93% 49.7% 525 39.24%
TF
2002
Tompkins Financial
New York
$1.05B -$30.1M -3% 1.23% 74.1% 589 14.26%
JSC
2003
J. Stern & Co
United Kingdom
$1.04B -$18.2M -2% 4.13% 40 12.5%
LLL
2004
Lynrock Lake LP
New York
$1.04B -$410M -28% 10.1% 17.7% 29 13.79%
MGWM
2005
Marks Group Wealth Management
Minnesota
$1.04B +$23.9M +2% 0.17% 62.8% 312 12.82%
CPA
2006
Cardiff Park Advisors
California
$1.04B -$15.5M -1% 1.75% 80.8% 356 7.3%
SDJVC
2007
St. Denis J. Villere & Co
Louisiana
$1.04B -$71.4M -6% 2.38% 28.4% 86 4.65%
DIP
2008
DT Investment Partners
Pennsylvania
$1.04B -$146M -12% 0.9% 58% 567 4.76%
SAM
2009
Smartleaf Asset Management
Massachusetts
$1.04B +$55.5M +6% 1.36% 3,047 10.53%
N
2010
Naspers
South Africa
$1.04B -$179M -15% 11.3% 22.8% 4 0%
LI
2011
LRI Investments
Florida
$1.03B -$3.24M -0.3% 5.44% 1,263 12.83%
CCA
2012
Clearwater Capital Advisors
Illinois
$1.03B +$12.7M +1% 0.48% 35% 178 8.99%
MFG
2013
Magnus Financial Group
New York
$1.03B -$3.3M -0.3% 1.63% 70.8% 393 12.98%
JMFC
2014
J.M. Forbes & Co
Massachusetts
$1.03B -$6.47M -0.6% 0.95% 95.1% 146 8.22%
MAM
2015
Mark Asset Management
New York
$1.03B +$109M +12% 5.14% 234% 62 33.87%
HHAA
2016
Henry H. Armstrong Associates
Pennsylvania
$1.03B +$31.3M +3% 5.42% 49.3% 60 6.67%
FFBTD
2017
First Financial Bank - Trust Division
Ohio
$1.03B -$40.3M -4% 0.05% 62.6% 215 8.84%
SC
2018
Shellback Capital
Massachusetts
$1.03B -$420M -29% 6.18% 174% 143 55.94%
HIA
2019
Harbor Investment Advisory
Maryland
$1.03B -$41.7M -4% 3.76% 90.8% 1,208 7.86%
UIC
2020
Uniplan Investment Counsel
Wisconsin
$1.03B -$48.2M -4% 2.09% 53.1% 188 36.7%
ET
2021
Entropy Technologies
New York
$1.03B +$56.2M +6% 3.14% 1,041 68.11%
GC
2022
Greenvale Capital
United Kingdom
$1.03B -$324M -24% 9.6% 59.6% 19 36.84%
WCWM
2023
Willow Creek Wealth Management
California
$1.03B +$46M +5% 0.27% 36.5% 161 8.7%
PCM
2024
Penn Capital Management
Pennsylvania
$1.03B +$6.84M +0.7% 7.39% 116% 194 43.3%
NWM
2025
Nicola Wealth Management
British Columbia, Canada
$1.03B -$30.7M -3% 3.65% 48.3% 124 24.19%