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
GC
2001
Gillson Capital
Illinois
$1.15B -$157M -12% 106
MVIP
2002
Mar Vista Investment Partners
California
$1.15B -$155M -12% 57
BOPW
2003
Brandywine Oak Private Wealth
Pennsylvania
$1.15B +$71.2M +7% 240
SFG
2004
SNS Financial Group
Minnesota
$1.15B +$98.2M +9% 203
PPC
2005
Park Presidio Capital
California
$1.15B +$206M +22% 15
PAG
2006
Private Advisory Group
Washington
$1.15B +$78.4M +7% 239
DSAM
2007
Dock Street Asset Management
Florida
$1.15B +$80.9M +8% 52
MW
2008
MBL Wealth
North Carolina
$1.14B +$99.1M +9% 262
SP
2009
SIH Partners
Delaware
$1.14B +$89.8M +9% 243
WAG
2010
Winthrop Advisory Group
Massachusetts
$1.14B +$107M +10% 199
CCM
2011
Callodine Capital Management
Massachusetts
$1.14B +$176M +18% 57
KL
2012
KWMG LLC
Kansas
$1.14B +$76.6M +7% 153
TLIC
2013
Taiyo Life Insurance Company
Japan
$1.14B +$76.1M +7% 9
FG
2014
Fiduciary Group
Georgia
$1.14B +$76M +7% 293
CNBT
2015
Canandaigua National Bank & Trust
New York
$1.14B +$58M +5% 332
TAM
2016
Titleist Asset Management
Texas
$1.14B +$133M +13% 339
FFP
2017
FourThought Financial Partners
Florida
$1.14B +$125M +12% 526
CET
2018
Clean Energy Transition
United Kingdom
$1.14B +$114M +11% 21
SFG
2019
Stonebridge Financial Group
Pennsylvania
$1.14B +$106M +10% 255
PTC
2020
Private Trust Company
Ohio
$1.13B +$83.6M +8% 2,697
DPI
2021
Diversified Portfolios Inc
Michigan
$1.13B +$84.9M +8% 170
GGI
2022
Godsey & Gibb Inc
Virginia
$1.13B +$64M +6% 402
GAB
2023
German American Bancorp
Indiana
$1.13B +$108M +11% 134
SA
2024
Sovran Advisors
California
$1.13B +$177M +19% 555
MIA
2025
MMBG Investment Advisors
Florida
$1.13B +$125M +12% 187