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
CWM
2001
Cornerstone Wealth Management
Missouri
$483M +$36.8M +8% 414
PSCM
2002
Prince Street Capital Management
New York
$482M -$1.96M -0.4% 53
HCM
2003
Horan Capital Management
Maryland
$481M +$24M +5% 81
GWI
2004
Grace & White Inc
New York
$481M +$23.7M +5% 144
OCM
2005
One Capital Management
California
$481M +$140M +41% 157
STCG
2006
Speece Thorson Capital Group
Minnesota
$480M +$933K +0.2% 41
CG
2007
Caprock Group
Idaho
$480M +$29.7M +7% 488
HTHT
2008
Hemenway Trust Hemenway Trust
New Hampshire
$479M +$29.3M +7% 134
NAP
2009
New Amsterdam Partners
New York
$479M +$8.17M +2% 136
WCM
2010
Windham Capital Management
Massachusetts
$478M +$21M +5% 22
GAM
2011
Guinness Asset Management
United Kingdom
$477M +$4.96M +1% 105
ECM
2012
Ensemble Capital Management
California
$477M +$19.7M +4% 38
BFM
2013
Boothbay Fund Management
New York
$477M +$90.6M +23% 822
CA
2014
Callahan Advisors
Texas
$476M +$16.1M +4% 131
CIM
2015
Chiron Investment Management
New York
$476M +$139M +41% 43
SI
2016
Standard Investments
New York
$474M -$223M -32% 13
FPFS
2017
First Personal Financial Services
North Carolina
$474M +$18M +4% 904
AAM
2018
AO Asset Management
New York
$474M +$67.5M +17% 33
VWM
2019
Venturi Wealth Management
Texas
$473M +$33.3M +8% 202
HH
2020
HSG Holding
Hong Kong
$473M +$24.5M +5% 7
CCMD
2021
Cypress Capital Management (Delaware)
Delaware
$472M +$53.7M +13% 137
AB
2022
Atlas Brown
Kentucky
$471M +$357M +312% 136
GFWEX
2023
G.F.W. Energy X
Texas
$470M +$42.6M +10% 2
BP
2024
BBR Partners
New York
$470M -$852K -0.2% 77
PAS
2025
Professional Advisory Services
Florida
$469M +$8.46M +2% 62