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
GGS
2001
Galvin Gaustad & Stein
Arizona
$1.23B +$70.4M +6% 5.98% 53.7% 210 10.95%
XF
2002
XML Financial
Maryland
$1.23B +$72.7M +6% 8.92% 69.5% 426 15.73%
KGI
2003
Kopernik Global Investors
Florida
$1.23B +$316M +35% 24.8% 152% 31 19.35%
MDSL
2004
M.D. Sass LLC
New York
$1.23B -$15.2M -1% 0.59% 54.6% 38 15.79%
VPI
2005
Value Partners Investments
Manitoba, Canada
$1.23B -$54M -4% 8.57% 33.9% 107 11.21%
SRC
2006
Shufro Rose & Co
New York
$1.22B -$19.4M -2% 6.57% 47.5% 319 3.45%
AAM
2007
Alphadyne Asset Management
New York
$1.22B +$674M +123% 8.15% 133% 351 67.81%
NPIC
2008
Neumeier Poma Investment Counsel
California
$1.22B +$148M +14% 19.8% 178% 44 13.64%
LI
2009
LRI Investments
Florida
$1.22B +$44.5M +4% 2.74% 1,372 12.39%
CCM
2010
Condor Capital Management
New Jersey
$1.22B +$67M +6% 6.36% 47.3% 198 11.62%
CI
2011
Cavalier Investments
Georgia
$1.22B +$889M +270% 8% 154% 108 43.52%
L7C
2012
Liberty 77 Capital
District of Columbia
$1.22B +$106M +10% 9.68% 4 0%
PAG
2013
Private Advisory Group
Washington
$1.22B +$112M +10% 10.5% 134% 245 28.16%
CA
2014
CGN Advisors
Kansas
$1.22B +$96.3M +9% 5.31% 44.2% 312 7.69%
CS
2015
Central Securities
New York
$1.21B +$81.3M +7% 6.16% 84.7% 30 13.33%
WCWM
2016
Willow Creek Wealth Management
California
$1.21B +$102M +9% 4.51% 36.5% 183 10.38%
TCBWMS
2017
Texas Capital Bank Wealth Management Services
Texas
$1.21B +$143M +13% 8.65% 68.2% 271 22.88%
WAM
2018
Weatherly Asset Management
California
$1.21B +$40.5M +3% 5.08% 108% 187 5.35%
PIA
2019
Perennial Investment Advisors
California
$1.21B +$177M +17% 9.99% 68.4% 522 16.67%
TC
2020
Torno Capital
Massachusetts
$1.21B +$665M +122% 35.7% 112 76.79%
KOC
2021
Koss-Olinger Consulting
Florida
$1.21B -$7.97M -0.7% 6.78% 50.9% 314 0.96%
HIA
2022
Harbor Investment Advisory
Maryland
$1.21B +$87.6M +8% 7.65% 90.8% 1,224 7.68%
CUAMC
2023
China Universal Asset Management Company
China
$1.21B +$148M +14% 15.2% 264% 516 15.12%
GAM
2024
Goldentree Asset Management
New York
$1.21B +$175M +17% 10.1% 41.1% 35 51.43%
AIM
2025
Anchor Investment Management
South Carolina
$1.21B +$67.5M +6% 6.83% 59.4% 1,084 5.17%