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
PFM
2001
Phillips Financial Management
Indiana
$546M +$21.5M +4% 78
NPPM
2002
North Point Portfolio Managers
Ohio
$546M +$18.9M +4% 81
LCM
2003
Legato Capital Management
California
$545M +$242M +80% 197
WCM
2004
Weld Capital Management
New York
$544M -$4.7M -0.9% 1,058
COI
2005
Connable Office Inc
Michigan
$544M +$28.9M +6% 196
KFA
2006
Kays Financial Advisory
Georgia
$544M +$28.8M +6% 110
CNBT
2007
Canandaigua National Bank & Trust
New York
$543M +$21.2M +4% 306
RWM
2008
RKL Wealth Management
Pennsylvania
$542M +$31.7M +6% 132
CCI
2009
Cevian Capital II
Jersey
$542M -$9.3M -2% 2
NIA
2010
Northstar Investment Advisors
Colorado
$542M +$2.85M +0.5% 131
MYIA
2011
Mount Yale Investment Advisors
Colorado
$542M +$7.91M +1% 334
JMH
2012
J.M. Hartwell
New York
$541M -$8.28M -2% 86
ASP
2013
Adams Street Partners
Illinois
$539M +$22.8M +4% 21
JAM
2014
Jacobs Asset Management
New York
$539M +$33.9M +7% 67
KA
2015
Klingman & Associates
New York
$538M +$25.3M +5% 122
BCM
2016
BTR Capital Management
California
$536M +$16.1M +3% 181
FGP
2017
Foyston, Gordon, & Payne
Ontario, Canada
$536M +$12.7M +2% 62
AHC
2018
Adell Harriman & Carpenter
Texas
$535M +$21.2M +4% 144
BCM
2019
Beryl Capital Management
California
$535M -$1.28M -0.2% 39
JAFL
2020
Jay A. Fishman Ltd
Michigan
$535M -$1.06M -0.2% 88
FWP
2021
FAS Wealth Partners
Kansas
$534M +$21.8M +4% 196
C
2022
Chescapmanager
Maryland
$534M -$15.3M -3% 46
F
2023
F3Logic
Minnesota
$533M +$71.8M +16% 231
SFP
2024
Shepherd Financial Partners
Massachusetts
$532M +$16.3M +3% 129
DCM
2025
Decatur Capital Management
Georgia
$532M +$14.8M +3% 62