Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VWM
2001
Venturi Wealth Management
Texas
$433M +$77M +22% 4.89% 66.1% 193
PTC
2002
Private Trust Company
Ohio
$433M +$14.9M +4% 5.51% 61.8% 380
FBP
2003
Flippin Bruce & Porter
Virginia
$432M +$21.6M +5% 2.41% 44.4% 79
NCM
2004
Novare Capital Management
North Carolina
$431M +$24M +6% 5.1% 69.1% 124
GIM
2005
Greylin Investment Management
Virginia
$431M +$14.5M +3% 3.5% 52.1% 79
VCM
2006
V3 Capital Management
Texas
$431M -$21.9M -5% 2.81% 19.4% 17
CIC
2007
Cutler Investment Counsel
Oregon
$430M +$41.8M +11% 2.53% 44.9% 87
KPAG
2008
KLS Professional Advisors Group
New York
$430M +$24.4M +6% 4.72% 38% 7
EP
2009
Edinburgh Partners
United Kingdom
$430M -$45.6M -10% 3.97% 39.2% 40
CCT
2010
Chemung Canal Trust
New York
$430M +$4.3M +1% 5.67% 60.5% 120
ECM
2011
Ensemble Capital Management
California
$430M +$24.2M +6% 4.13% 36.2% 45
ES
2012
Equitec Specialists
Illinois
$428M +$59.7M +16% 2.94% 40.5% 104
CCG
2013
Cypress Capital Group
Florida
$428M +$6.82M +2% 5.43% 72.1% 200
TCM
2014
Tygh Capital Management
Oregon
$428M +$29.9M +8% 11.6% 252% 106
SCP
2015
Sandhill Capital Partners
New York
$427M +$63.3M +17% 12.6% 96% 70
BCMO
2016
Buckingham Capital Management (Ohio)
Ohio
$427M +$24.1M +6% 4.67% 26.3% 147
AP
2017
Archon Partners
New Jersey
$427M +$43.9M +11% 10.1% 105% 61
CF
2018
Cypress Funds
California
$427M +$1.93M +0.5% 7.24% 202% 34
KPCM
2019
Kings Point Capital Management
New York
$427M +$21.4M +5% 5.96% 79.9% 361
GIM
2020
GCA Investment Management
New York
$426M +$80.3M +23% 9.75% 27.3% 31
HA
2021
Hays Advisory
Tennessee
$426M -$22.1M -5% 3% 31.8% 85
DTL
2022
Dynamic Technology Lab
Singapore
$426M +$53.7M +14% 4.46% 24.8% 1,481
6CM
2023
683 Capital Management
New York
$426M +$14M +3% 11.9% 136% 99
CG
2024
Caprock Group
Idaho
$426M +$28.3M +7% 6.29% 46.1% 388
BHB
2025
Bank Hapoalim BM
Israel
$426M +$51M +14% 7.66% 63.2% 216
79 80
81
82 83