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
NPPM
2001
North Point Portfolio Managers
Ohio
$527M +$73.9M +16% 78
CU
2002
CDAM (UK)
United Kingdom
$526M +$69.7M +15% 15
TF
2003
Tompkins Financial
New York
$526M +$73.6M +16% 441
MAM
2004
Mastrapasqua Asset Management
Tennessee
$526M +$76.4M +17% 136
PCG
2005
Private Capital Group
Connecticut
$526M +$62.4M +13% 2,492
IVAV
2006
Index Venture Associates VI
Jersey
$525M +$55.1M +12% 1
TPWA
2007
TRUE Private Wealth Advisors
Oregon
$525M -$42.2M -7% 249
AF
2008
Ally Financial
Michigan
$525M -$241M -32% 134
PFM
2009
Phillips Financial Management
Indiana
$525M +$56.5M +12% 81
NC
2010
NewSquare Capital
Pennsylvania
$524M +$51.1M +11% 367
GACM
2011
Global Alpha Capital Management
Quebec, Canada
$524M +$137M +35% 37
RCYC
2012
Richard C. Young & Co
Rhode Island
$524M +$55.4M +12% 76
FGP
2013
Foyston, Gordon, & Payne
Ontario, Canada
$523M +$27.1M +5% 59
EECFI
2014
EnCap Energy Capital Fund IX
Texas
$523M +$135M +35% 3
TIM
2015
Thompson Investment Management
Wisconsin
$523M +$96.6M +23% 184
IL
2016
Investure LLC
Virginia
$522M +$28.9M +6% 18
SC
2017
Selz Capital
New York
$522M +$182M +54% 80
CNBT
2018
Canandaigua National Bank & Trust
New York
$522M +$48.5M +10% 321
IA
2019
IFG Advisory
Georgia
$522M +$98.7M +23% 351
FCM
2020
Freshford Capital Management
New York
$522M +$39M +8% 23
BCM
2021
Bayesian Capital Management
New York
$521M +$32.6M +7% 876
BCM
2022
BTR Capital Management
California
$520M +$45.4M +10% 172
GIA
2023
Granite Investment Advisors
New Hampshire
$520M +$43.9M +9% 164
CW
2024
Cobiz Wealth
Colorado
$519M +$63.8M +14% 129
CAMG
2025
CWA Asset Management Group
Florida
$518M +$89.1M +21% 235