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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HCM
2001
Horan Capital Management
Maryland
$481M +$24M +5% 3.5% 69.2% 81
GWI
2002
Grace & White Inc
New York
$481M +$23.7M +5% 6.34% 52.5% 144
OCM
2003
One Capital Management
California
$481M +$140M +41% 4.1% 47% 157
STCG
2004
Speece Thorson Capital Group
Minnesota
$480M +$933K +0.2% 0.55% 28.3% 41
CG
2005
Caprock Group
Idaho
$480M +$29.7M +7% 4.59% 46.1% 488
HTHT
2006
Hemenway Trust Hemenway Trust
New Hampshire
$479M +$29.3M +7% 4.92% 67.1% 134
NAP
2007
New Amsterdam Partners
New York
$479M +$8.17M +2% 6.63% 74% 136
WCM
2008
Windham Capital Management
Massachusetts
$478M +$21M +5% 4.18% 8.3% 22
GAM
2009
Guinness Asset Management
United Kingdom
$477M +$4.96M +1% 7.73% 74.4% 105
ECM
2010
Ensemble Capital Management
California
$477M +$19.7M +4% 3.88% 36.2% 38
BFM
2011
Boothbay Fund Management
New York
$477M +$90.6M +23% 5.4% 95.8% 822
LM
2012
Lasry Marc
$476M +$159M +50% 30.5% 5.71% 18
CA
2013
Callahan Advisors
Texas
$476M +$16.1M +4% 3.53% 75.1% 131
CIM
2014
Chiron Investment Management
New York
$476M +$139M +41% 8.85% 104% 43
SI
2015
Standard Investments
New York
$474M -$223M -32% 2.46% 80.6% 13
FPFS
2016
First Personal Financial Services
North Carolina
$474M +$18M +4% 4.85% 31.5% 904
AAM
2017
AO Asset Management
New York
$474M +$67.5M +17% 11.5% 127% 33
VWM
2018
Venturi Wealth Management
Texas
$473M +$33.3M +8% 4.5% 66.1% 202
HH
2019
HSG Holding
Hong Kong
$473M +$24.5M +5% 7.36% 5.32% 7
CCMD
2020
Cypress Capital Management (Delaware)
Delaware
$472M +$53.7M +13% 6.11% 25.6% 137
AB
2021
Atlas Brown
Kentucky
$471M +$357M +312% 10% 77.1% 136
GFWEX
2022
G.F.W. Energy X
Texas
$470M +$42.6M +10% 10% 71.4% 2
BP
2023
BBR Partners
New York
$470M -$852K -0.2% 7.48% 55.8% 77
PAS
2024
Professional Advisory Services
Florida
$469M +$8.46M +2% 2.04% 45.3% 62
CCG
2025
Cypress Capital Group
Florida
$469M +$17.7M +4% 4.54% 72.1% 212
79 80
81
82 83