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
ICP
2001
Ironvine Capital Partners
Nebraska
$530M +$38M +8% 62
VCM
2002
Valiant Capital Management
California
$528M -$4.29M -0.8% 16
MWM
2003
Merriman Wealth Management
Washington
$528M +$64.9M +14% 237
FEG
2004
Fund Evaluation Group
Ohio
$527M +$126M +31% 22
AIM
2005
Axiom Investment Management
New York
$527M +$52.9M +11% 466
CIM
2006
Chiron Investment Management
New York
$527M -$267M -34% 70
CTA
2007
Colonial Trust Advisors
South Carolina
$527M +$118M +29% 156
NPPM
2008
North Point Portfolio Managers
Ohio
$527M +$73.9M +16% 78
CU
2009
CDAM (UK)
United Kingdom
$526M +$69.7M +15% 15
TF
2010
Tompkins Financial
New York
$526M +$73.6M +16% 441
MAM
2011
Mastrapasqua Asset Management
Tennessee
$526M +$76.4M +17% 136
PCG
2012
Private Capital Group
Connecticut
$526M +$62.4M +13% 2,492
IVAV
2013
Index Venture Associates VI
Jersey
$525M +$55.1M +12% 1
TPWA
2014
TRUE Private Wealth Advisors
Oregon
$525M -$42.2M -7% 249
AF
2015
Ally Financial
Michigan
$525M -$241M -32% 134
PFM
2016
Phillips Financial Management
Indiana
$525M +$56.5M +12% 81
NC
2017
NewSquare Capital
Pennsylvania
$524M +$51.1M +11% 367
GACM
2018
Global Alpha Capital Management
Quebec, Canada
$524M +$137M +35% 37
RCYC
2019
Richard C. Young & Co
Rhode Island
$524M +$55.4M +12% 76
FGP
2020
Foyston, Gordon, & Payne
Ontario, Canada
$523M +$27.1M +5% 59
EECFI
2021
EnCap Energy Capital Fund IX
Texas
$523M +$135M +35% 3
TIM
2022
Thompson Investment Management
Wisconsin
$523M +$96.6M +23% 184
IL
2023
Investure LLC
Virginia
$522M +$28.9M +6% 18
SC
2024
Selz Capital
New York
$522M +$182M +54% 80
CNBT
2025
Canandaigua National Bank & Trust
New York
$522M +$48.5M +10% 321