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
AIC
2001
AWM Investment Company
New York
$459M -$145M -24% 96
VC
2002
Vestor Capital
Illinois
$459M -$56.7M -11% 124
NIA
2003
Northstar Investment Advisors
Colorado
$459M -$44.3M -9% 122
SFG
2004
Sather Financial Group
Texas
$459M -$38M -8% 60
MCM
2005
Masters Capital Management
Georgia
$459M -$277M -38% 68
SFM
2006
Signet Financial Management
New Jersey
$459M -$112M -20% 971
AU
2007
Algebris (UK)
United Kingdom
$459M -$65.2M -12% 58
KWM
2008
Kingsview Wealth Management
Oregon
$458M -$34.9M -7% 387
DP
2009
Dundas Partners
United Kingdom
$458M -$37.4M -8% 32
BTNA
2010
Bremer Trust National Association
Minnesota
$458M +$58.9M +15% 757
CU
2011
CDAM (UK)
United Kingdom
$457M -$71.6M -14% 16
CFG
2012
CKW Financial Group
Hawaii
$456M -$73.7M -14% 194
RIA
2013
Regal Investment Advisors
Michigan
$456M -$18.6M -4% 386
PTC
2014
Petrus Trust Company
Texas
$456M +$2.73M +0.6% 339
AFA
2015
American Financial Advisors
Georgia
$456M 90
BCMO
2016
Buckingham Capital Management (Ohio)
Ohio
$456M -$56M -11% 137
CQS
2017
Credential Qtrade Securities
$456M -$38.3M -8% 304
ICM
2018
Indaba Capital Management
California
$455M +$124M +37% 32
CW
2019
Cobiz Wealth
Colorado
$455M -$65.6M -13% 137
CCA
2020
Clearwater Capital Advisors
Illinois
$455M -$56.4M -11% 198
LWMT
2021
Legacy Wealth Management (Tennessee)
Tennessee
$455M -$44.3M -9% 18
LC
2022
Lunia Capital
Texas
$455M -$20.8M -4% 40
AHC
2023
Adell Harriman & Carpenter
Texas
$454M -$80.8M -15% 155
SLC
2024
Snow Lake Capital
Hong Kong
$453M 2
TF
2025
Tompkins Financial
New York
$453M -$34.7M -7% 442