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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
PIA
2001
Petredis Investment Advisors
Pennsylvania
$1.14B +$185M +19% 15.7% 144% 108 12.04%
MFG
2002
Magnus Financial Group
New York
$1.14B +$107M +10% 8.98% 70.8% 398 11.31%
AIM
2003
Anchor Investment Management
South Carolina
$1.14B +$67.6M +6% 7.19% 59.4% 1,076 6.23%
MIM
2004
Morningstar Investment Management
Illinois
$1.14B -$35.1M -3% 8.75% 48.2% 211 69.19%
AC
2005
AltraVue Capital
Washington
$1.14B +$141M +14% 19.5% 175% 27 3.7%
FFBTD
2006
First Financial Bank - Trust Division
Ohio
$1.14B +$106M +10% 7.95% 62.6% 214 7.94%
RWM
2007
RKL Wealth Management
Pennsylvania
$1.14B +$76.4M +7% 9.04% 54.1% 180 8.33%
RWM
2008
Rockwood Wealth Management
Pennsylvania
$1.14B +$155M +16% 7.72% 48.9% 109 13.76%
SAM
2009
Smartleaf Asset Management
Massachusetts
$1.13B +$98.7M +10% 10.4% 3,013 14.97%
CS
2010
Central Securities
New York
$1.13B +$82.6M +8% 9.54% 84.7% 27 0%
LLL
2011
Lynrock Lake LP
New York
$1.13B +$93.2M +9% 5.92% 17.7% 30 10%
SS
2012
Sunbelt Securities
Texas
$1.13B +$12.9M +1% 8.72% 83.5% 1,921 12.75%
BCM
2013
Benchstone Capital Management
New York
$1.13B +$192M +20% 17.1% 50 60%
SFM
2014
Stack Financial Management
Montana
$1.13B -$68.5M -6% 6.73% 68.6% 55 14.55%
CMF
2015
Counterpoint Mutual Funds
California
$1.13B +$432M +62% 6% 66.2% 458 73.8%
CIS
2016
Connors Investor Services
Pennsylvania
$1.13B +$122M +12% 17.8% 116% 172 17.44%
AI
2017
Atom Investors
Texas
$1.13B +$316M +39% 6.11% 63.4% 808 66.96%
TCM
2018
Tributary Capital Management
Nebraska
$1.13B -$16M -1% 5.58% 82.3% 168 4.76%
IB
2019
Intrust Bank
Kansas
$1.13B +$117M +12% 11.8% 79.5% 416 12.74%
OHIF
2020
Oriental Harbor Investment Fund
Hong Kong
$1.13B +$259M +30% 39.4% 14 35.71%
GAM
2021
Gemmer Asset Management
California
$1.13B +$125M +12% 10.7% 90.5% 170 11.18%
IEFM
2022
IQ EQ Fund Management
Ireland
$1.12B +$275M +32% 19.7% 68.8% 326 11.96%
FHC
2023
First Heartland Consultants
Missouri
$1.12B +$155M +16% 8.55% 55.2% 525 20.57%
HIA
2024
Harbor Investment Advisory
Maryland
$1.12B +$94.8M +9% 10.1% 90.8% 1,222 7.69%
VCP
2025
Verus Capital Partners
Arizona
$1.12B +$120M +12% 13.8% 83% 420 20.95%