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
HCM
2001
Horan Capital Management
Maryland
$481M +$24M +5% 81
GWI
2002
Grace & White Inc
New York
$481M +$23.7M +5% 144
OCM
2003
One Capital Management
California
$481M +$140M +41% 157
STCG
2004
Speece Thorson Capital Group
Minnesota
$480M +$933K +0.2% 41
CG
2005
Caprock Group
Idaho
$480M +$29.7M +7% 488
HTHT
2006
Hemenway Trust Hemenway Trust
New Hampshire
$479M +$29.3M +7% 134
NAP
2007
New Amsterdam Partners
New York
$479M +$8.17M +2% 136
WCM
2008
Windham Capital Management
Massachusetts
$478M +$21M +5% 22
GAM
2009
Guinness Asset Management
United Kingdom
$477M +$4.96M +1% 105
ECM
2010
Ensemble Capital Management
California
$477M +$19.7M +4% 38
BFM
2011
Boothbay Fund Management
New York
$477M +$90.6M +23% 822
LM
2012
Lasry Marc
$476M +$159M +50% 18
CA
2013
Callahan Advisors
Texas
$476M +$16.1M +4% 131
CIM
2014
Chiron Investment Management
New York
$476M +$139M +41% 43
SI
2015
Standard Investments
New York
$474M -$223M -32% 13
FPFS
2016
First Personal Financial Services
North Carolina
$474M +$18M +4% 904
AAM
2017
AO Asset Management
New York
$474M +$67.5M +17% 33
VWM
2018
Venturi Wealth Management
Texas
$473M +$33.3M +8% 202
HH
2019
HSG Holding
Hong Kong
$473M +$24.5M +5% 7
CCMD
2020
Cypress Capital Management (Delaware)
Delaware
$472M +$53.7M +13% 137
AB
2021
Atlas Brown
Kentucky
$471M +$357M +312% 136
GFWEX
2022
G.F.W. Energy X
Texas
$470M +$42.6M +10% 2
BP
2023
BBR Partners
New York
$470M -$852K -0.2% 77
PAS
2024
Professional Advisory Services
Florida
$469M +$8.46M +2% 62
CCG
2025
Cypress Capital Group
Florida
$469M +$17.7M +4% 212