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
SAM
2001
Steinberg Asset Management
New York
$382M -$131M -25% 43
SVG
2002
Sun Valley Gold
Idaho
$381M +$23.8M +7% 25
EWM
2003
Empirical Wealth Management
Washington
$381M -$32.7M -8% 111
CA
2004
Callahan Advisors
Texas
$381M +$15.9M +4% 120
TNB
2005
Thomasville National Bank
Georgia
$380M +$48.6M +15% 160
CWM
2006
Cabot Wealth Management
Massachusetts
$380M +$20.4M +6% 149
AAM
2007
AO Asset Management
New York
$380M +$1.31M +0.3% 33
TI
2008
Trigran Investments
Illinois
$380M +$52M +16% 21
PCM
2009
Perritt Capital Management
Illinois
$379M -$23.1M -6% 242
IL
2010
Investure LLC
Virginia
$379M -$27.3M -7% 10
SCI
2011
SkyBridge Capital II
New York
$378M +$89.9M +31% 45
BCMO
2012
Buckingham Capital Management (Ohio)
Ohio
$377M +$10.5M +3% 153
MWM
2013
Mission Wealth Management
California
$376M +$5.05M +1% 181
PWM
2014
Perigon Wealth Management
California
$376M +$56.1M +18% 498
PDM
2015
Penn Davis McFarland
Texas
$376M -$5.2M -1% 37
WA
2016
WFG Advisors
Texas
$375M +$29.2M +8% 1,812
PFP
2017
Patriot Financial Partners
Pennsylvania
$375M -$16M -4% 17
ZIG
2018
Zuckerman Investment Group
Illinois
$374M +$1.22M +0.3% 57
FPCM
2019
Financial Partners Capital Management
New York
$374M -$29.4M -7% 106
PFM
2020
Phillips Financial Management
Indiana
$374M +$13.1M +4% 63
RIA
2021
RPG Investment Advisory
California
$373M +$115M +44% 122
IFLIT
2022
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$373M -$8.94M -2% 19
BCM
2023
Bienville Capital Management
New York
$373M +$70.7M +23% 126
NCM
2024
Novare Capital Management
North Carolina
$371M +$14.9M +4% 118
JBFJ
2025
James B. Fleming Jr
$370M -$82.6M -18% 1