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
CB
2001
Community Bank
New York
$450M -$59.3M -12% 555
RMC
2002
Resources Management Corp
Connecticut
$449M -$98.9M -18% 541
AAM
2003
Auxier Asset Management
Oregon
$449M -$81.3M -15% 157
PAS
2004
Professional Advisory Services
Florida
$449M -$58.2M -11% 71
KPCM
2005
Kings Point Capital Management
New York
$448M -$88.3M -16% 384
AIM
2006
Alphinity Investment Management
Australia
$448M -$76.5M -15% 32
LFS
2007
Lutz Financial Services
Nebraska
$448M -$4.88M -1% 67
AI
2008
Accredited Investors
Minnesota
$448M +$42.8M +11% 141
OAM
2009
Oberweis Asset Management
Illinois
$447M -$68.9M -13% 244
FFA
2010
Fragasso Financial Advisors
Pennsylvania
$447M +$33.9M +8% 129
CAM
2011
Claret Asset Management
Quebec, Canada
$447M -$70.4M -14% 203
JC
2012
Joho Capital
New York
$446M +$32.5M +8% 7
HAM
2013
Honeycomb Asset Management
New York
$446M -$410M -48% 42
QSS
2014
Quantitative Systematic Strategies
Florida
$446M -$80.4M -15% 953
HCM
2015
Heathbridge Capital Management
Ontario, Canada
$446M -$42.2M -9% 29
DBG
2016
De Burlo Group
Massachusetts
$445M -$87.7M -16% 123
BFIM
2017
Beese Fulmer Investment Management
Ohio
$445M -$64.4M -13% 199
DCM
2018
Decatur Capital Management
Georgia
$444M +$10.4M +2% 64
KA
2019
Klingman & Associates
New York
$444M -$44.5M -9% 114
WCM
2020
Windham Capital Management
Massachusetts
$444M -$42.2M -9% 35
NC
2021
Northpointe Capital
Michigan
$443M -$250M -36% 202
WRBC
2022
W.R. Berkley Corp
Connecticut
$443M -$189M -30% 129
DWM
2023
Dakota Wealth Management
Florida
$442M -$3.37M -0.8% 301
SI
2024
Salesforce Inc
California
$441M -$63.4M -13% 6
RWM
2025
Ritholtz Wealth Management
New York
$441M +$46.4M +12% 136