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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
WA
2001
WBH Advisory
Maryland
$1.49B +$153M +11% 13.3% 57.6% 372 8.33%
GAM
2002
Gemmer Asset Management
California
$1.49B +$223M +18% 29.5% 90.5% 198 18.69%
MAM
2003
Mark Asset Management
New York
$1.49B +$389M +35% 51% 325% 49 38.78%
TAM
2004
Titleist Asset Management
Texas
$1.49B +$161M +12% 12.9% 88.9% 434 13.82%
PIA
2005
Petredis Investment Advisors
Pennsylvania
$1.49B +$262M +21% 33.9% 144% 116 7.76%
WAG
2006
Winthrop Advisory Group
Massachusetts
$1.48B +$261M +21% 14.9% 70.4% 235 20.85%
CFIA
2007
Cantor Fitzgerald Investment Advisors
New York
$1.48B +$127M +9% 11.3% 185 4.32%
TCA
2008
Transcend Capital Advisors
New Jersey
$1.48B +$232M +19% 15% 71.6% 865 22.43%
AE
2009
American Express
New York
$1.48B +$601M +68% 68.3% 1 0%
HMH
2010
Hackensack Meridian Health
New Jersey
$1.48B +$421M +40% 10.5% 53.4% 7 0%
FA
2011
Fiduciary Alliance
South Carolina
$1.48B -$178M -11% 13.6% 94.3% 593 17.54%
SI
2012
Symmetry Investments
Jersey
$1.48B +$566M +62% 14.4% 148% 215 72.56%
NS
2013
NBC Securities
Alabama
$1.48B +$144M +11% 16.4% 86.6% 2,756 19.81%
HCM
2014
Hilton Capital Management
New York
$1.47B +$146M +11% 9.43% 58.2% 146 19.18%
PWAM
2015
Park West Asset Management
California
$1.47B +$290M +25% 44.1% 181% 65 47.69%
PGH
2016
Partners Group Holding
Switzerland
$1.47B +$116M +9% 23.5% 23.3% 52 3.85%
HCA
2017
Harbor Capital Advisors
Illinois
$1.47B +$232M +19% 24.7% 119% 1,266 8.53%
RIM
2018
Rovida Investment Management
Cayman Islands
$1.47B +$669M +84% 70.3% 21 23.81%
EIA
2019
Edgemoor Investment Advisors
Maryland
$1.47B +$195M +15% 20.8% 109% 196 17.35%
MW
2020
MBL Wealth
North Carolina
$1.47B +$144M +11% 11.2% 47.7% 418 26.79%
NPIC
2021
Neumeier Poma Investment Counsel
California
$1.46B +$247M +20% 26.7% 229% 43 6.98%
HP
2022
Harvey Partners
New York
$1.46B +$204M +16% 34.1% 174% 53 20.75%
CA
2023
CapWealth Advisors
Tennessee
$1.46B +$110M +8% 12.1% 143% 126 12.7%
FC
2024
FORA Capital
Florida
$1.46B +$91.8M +7% 29.1% 162% 583 69.98%
PIM
2025
Penobscot Investment Management
Massachusetts
$1.46B +$177M +14% 18.3% 103% 328 9.15%