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
CA
2001
Callahan Advisors
Texas
$381M +$15.9M +4% 120
TNB
2002
Thomasville National Bank
Georgia
$380M +$48.6M +15% 160
CWM
2003
Cabot Wealth Management
Massachusetts
$380M +$20.4M +6% 149
AAM
2004
AO Asset Management
New York
$380M +$1.31M +0.3% 33
TI
2005
Trigran Investments
Illinois
$380M +$52M +16% 21
PCM
2006
Perritt Capital Management
Illinois
$379M -$23.1M -6% 242
IL
2007
Investure LLC
Virginia
$379M -$27.3M -7% 10
SCI
2008
SkyBridge Capital II
New York
$378M +$89.9M +31% 45
BCMO
2009
Buckingham Capital Management (Ohio)
Ohio
$377M +$10.5M +3% 153
MWM
2010
Mission Wealth Management
California
$376M +$5.05M +1% 181
PWM
2011
Perigon Wealth Management
California
$376M +$56.1M +18% 498
PDM
2012
Penn Davis McFarland
Texas
$376M -$5.2M -1% 37
WA
2013
WFG Advisors
Texas
$375M +$29.2M +8% 1,812
PFP
2014
Patriot Financial Partners
Pennsylvania
$375M -$16M -4% 17
ZIG
2015
Zuckerman Investment Group
Illinois
$374M +$1.22M +0.3% 57
FPCM
2016
Financial Partners Capital Management
New York
$374M -$29.4M -7% 106
PFM
2017
Phillips Financial Management
Indiana
$374M +$13.1M +4% 63
RIA
2018
RPG Investment Advisory
California
$373M +$115M +44% 122
IFLIT
2019
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$373M -$8.94M -2% 19
BCM
2020
Bienville Capital Management
New York
$373M +$70.7M +23% 126
NCM
2021
Novare Capital Management
North Carolina
$371M +$14.9M +4% 118
JBFJ
2022
James B. Fleming Jr
$370M -$82.6M -18% 1
RC
2023
Rivulet Capital
New Jersey
$370M +$47.5M +15% 12
KA
2024
Kerrisdale Advisers
Florida
$370M -$216M -37% 51
DTL
2025
Dynamic Technology Lab
Singapore
$370M -$1.3M -0.4% 1,408