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
GP
2001
Girard Partners
Pennsylvania
$484M +$22.4M +5% 277
OH
2002
Overlook Holdings
British Virgin Islands
$484M +$16.2M +3% 2
CWM
2003
Cornerstone Wealth Management
Missouri
$483M +$36.8M +8% 414
PSCM
2004
Prince Street Capital Management
New York
$482M -$1.96M -0.4% 53
HCM
2005
Horan Capital Management
Maryland
$481M +$24M +5% 81
GWI
2006
Grace & White Inc
New York
$481M +$23.7M +5% 144
OCM
2007
One Capital Management
California
$481M +$140M +41% 157
STCG
2008
Speece Thorson Capital Group
Minnesota
$480M +$933K +0.2% 41
CG
2009
Caprock Group
Idaho
$480M +$29.7M +7% 488
HTHT
2010
Hemenway Trust Hemenway Trust
New Hampshire
$479M +$29.3M +7% 134
NAP
2011
New Amsterdam Partners
New York
$479M +$8.17M +2% 136
WCM
2012
Windham Capital Management
Massachusetts
$478M +$21M +5% 22
GAM
2013
Guinness Asset Management
United Kingdom
$477M +$4.96M +1% 105
ECM
2014
Ensemble Capital Management
California
$477M +$19.7M +4% 38
BFM
2015
Boothbay Fund Management
New York
$477M +$90.6M +23% 822
LM
2016
Lasry Marc
$476M +$159M +50% 18
CA
2017
Callahan Advisors
Texas
$476M +$16.1M +4% 131
CIM
2018
Chiron Investment Management
New York
$476M +$139M +41% 43
SI
2019
Standard Investments
New York
$474M -$223M -32% 13
FPFS
2020
First Personal Financial Services
North Carolina
$474M +$18M +4% 904
AAM
2021
AO Asset Management
New York
$474M +$67.5M +17% 33
VWM
2022
Venturi Wealth Management
Texas
$473M +$33.3M +8% 202
HH
2023
HSG Holding
Hong Kong
$473M +$24.5M +5% 7
CCMD
2024
Cypress Capital Management (Delaware)
Delaware
$472M +$53.7M +13% 137
AB
2025
Atlas Brown
Kentucky
$471M +$357M +312% 136