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
NA
2001
NewEdge Advisors
Louisiana
$440M +$79.4M +22% 299
HCM
2002
Horan Capital Management
Maryland
$439M +$52.4M +14% 89
LRPA
2003
L. Roy Papp & Associates
Arizona
$439M +$2.23M +0.5% 161
EWM
2004
Essex Woodlands Management
Texas
$438M -$221K -0.1% 10
MP
2005
Mangrove Partners
Connecticut
$437M -$101M -19% 28
TPWA
2006
TRUE Private Wealth Advisors
Oregon
$437M +$27.6M +7% 151
ZCA
2007
Zeke Capital Advisors
Pennsylvania
$437M +$121M +38% 279
AHC
2008
Adell Harriman & Carpenter
Texas
$436M +$34.2M +9% 145
GIG
2009
Goodnow Investment Group
Connecticut
$435M -$13.4M -3% 24
EFS
2010
Essex Financial Services
Connecticut
$435M -$31.2M -7% 345
HTHT
2011
Hemenway Trust Hemenway Trust
New Hampshire
$434M +$37.7M +10% 162
PBRA
2012
Pine Brook Road Advisors
New York
$434M -$57.6M -12% 3
BCM
2013
BBT Capital Management
Texas
$434M +$71.6M +20% 97
QOP
2014
Quinn Opportunity Partners
Virginia
$433M +$102M +31% 189
VWM
2015
Venturi Wealth Management
Texas
$433M +$77M +22% 193
PTC
2016
Private Trust Company
Ohio
$433M +$14.9M +4% 380
FBP
2017
Flippin Bruce & Porter
Virginia
$432M +$21.6M +5% 79
NCM
2018
Novare Capital Management
North Carolina
$431M +$24M +6% 124
GIM
2019
Greylin Investment Management
Virginia
$431M +$14.5M +3% 79
VCM
2020
V3 Capital Management
Texas
$431M -$21.9M -5% 17
CIC
2021
Cutler Investment Counsel
Oregon
$430M +$41.8M +11% 87
KPAG
2022
KLS Professional Advisors Group
New York
$430M +$24.4M +6% 7
EP
2023
Edinburgh Partners
United Kingdom
$430M -$45.6M -10% 40
CCT
2024
Chemung Canal Trust
New York
$430M +$4.3M +1% 120
ECM
2025
Ensemble Capital Management
California
$430M +$24.2M +6% 45