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
UAS
2001
United Asset Strategies
New York
$1.17B +$94M +9% 12.5% 94.6% 254 13.78%
JSC
2002
J. Stern & Co
United Kingdom
$1.17B +$127M +12% 17.3% 38 7.89%
PIM
2003
Penobscot Investment Management
Massachusetts
$1.17B +$106M +10% 13% 103% 316 6.65%
PIM
2004
Provident Investment Management
Michigan
$1.17B +$107M +10% 9.77% 69.5% 79 15.19%
MSA
2005
MUFG Securities Americas
New York
$1.17B +$307M +36% 14.2% 508 0.98%
CIEC
2006
Crédit Industriel et Commercial
France
$1.17B +$225M +24% 11.5% 447 39.15%
IAS
2007
Insigneo Advisory Services
Florida
$1.16B +$195M +20% 12.6% 119% 704 14.06%
VV
2008
Verity & Verity
South Carolina
$1.16B +$24.7M +2% 4.47% 76.4% 138 10.87%
EFG
2009
Ethos Financial Group
Pennsylvania
$1.16B +$117M +11% 8.35% 63% 541 29.57%
HCA
2010
Heck Capital Advisors
Wisconsin
$1.16B +$273M +31% 8.22% 62% 255 40%
NGA
2011
Naples Global Advisors
Florida
$1.16B +$110M +10% 10.1% 103% 420 5.71%
HFM
2012
Hartford Funds Management
Pennsylvania
$1.16B +$53.6M +5% 4.31% 26.8% 106 19.81%
CPA
2013
Cardiff Park Advisors
California
$1.16B +$123M +12% 13.6% 88.6% 363 7.16%
GGS
2014
Galvin Gaustad & Stein
Arizona
$1.16B +$41.9M +4% 6.33% 53.7% 201 14.93%
EIA
2015
Edgemoor Investment Advisors
Maryland
$1.16B +$70.9M +7% 10.5% 109% 174 9.77%
PCM
2016
Penn Capital Management
Pennsylvania
$1.16B +$130M +13% 17.9% 181% 188 30.85%
XF
2017
XML Financial
Maryland
$1.16B +$83.6M +8% 7.58% 69.5% 408 12.75%
CCM
2018
Condor Capital Management
New Jersey
$1.15B +$79.4M +7% 7.99% 58.2% 198 9.6%
DAM
2019
Delta Asset Management
Tennessee
$1.15B +$96.5M +9% 12.1% 53.8% 617 4.05%
LIA
2020
Limestone Investment Advisors
New York
$1.15B 11.2% 480
ELFC
2021
E-L Financial Corp
Ontario, Canada
$1.15B +$52.1M +5% 10.5% 68.6% 1 0%
TTWM
2022
TCV Trust & Wealth Management
Virginia
$1.14B +$64.6M +6% 8.95% 69% 221 12.22%
CAM
2023
Cozad Asset Management
Illinois
$1.14B +$143M +14% 12.4% 132% 414 9.18%
LFM
2024
LGT Fund Management
Liechtenstein
$1.14B +$33.6M +3% 12.2% 121% 265 23.02%
PIA
2025
Petredis Investment Advisors
Pennsylvania
$1.14B +$185M +19% 15.7% 144% 108 12.04%