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
KPCM
2001
Kings Point Capital Management
New York
$507M +$12.2M +2% 376
CA
2002
Callahan Advisors
Texas
$507M +$19.6M +4% 133
ACP
2003
Acuta Capital Partners
California
$507M +$29.6M +6% 77
NWM
2004
Nicola Wealth Management
British Columbia, Canada
$506M +$9.2M +2% 108
CGM
2005
Centenus Global Management
New York
$505M +$40.8M +9% 151
CTA
2006
Colonial Trust Advisors
South Carolina
$505M +$14.2M +3% 154
AHC
2007
Adell Harriman & Carpenter
Texas
$505M +$22.5M +5% 154
EAM
2008
Evanson Asset Management
California
$504M +$18.3M +4% 270
BWFA
2009
Baltimore-Washington Financial Advisors
Maryland
$504M +$46M +10% 92
DCM
2010
Decatur Capital Management
Georgia
$503M +$17.9M +4% 57
HA
2011
Highland Associates
Alabama
$502M +$13.2M +3% 6
BC
2012
Bruce & Co
Illinois
$502M +$23.6M +5% 48
ECP
2013
Electron Capital Partners
New York
$502M -$25.9M -5% 23
MAM
2014
Mastrapasqua Asset Management
Tennessee
$501M +$11.6M +2% 144
RCM
2015
Riverpark Capital Management
New York
$501M -$141M -22% 38
FMT
2016
First Mercantile Trust
Tennessee
$501M +$23M +5% 972
SAM
2017
Symphony Asset Management
California
$500M -$278M -36% 356
LBIM
2018
Land & Buildings Investment Management
Connecticut
$500M -$13.3M -3% 19
FHA
2019
Flagship Harbor Advisors
Massachusetts
$500M +$163M +49% 2,126
AAM
2020
Auxier Asset Management
Oregon
$500M +$203K +0% 155
SCM
2021
Sarissa Capital Management
Connecticut
$499M +$66.6M +15% 11
SCM
2022
SG Capital Management
Illinois
$498M +$79M +19% 88
TPCM
2023
Three Peaks Capital Management
Colorado
$497M -$87M -15% 171
DP
2024
DSAM Partners
United Kingdom
$496M -$93.1M -16% 70
RCYC
2025
Richard C. Young & Co
Rhode Island
$496M -$6.49M -1% 60