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
MP
2001
Munro Partners
Australia
$547M -$1.47M -0.3% 35
PFM
2002
Phillips Financial Management
Indiana
$546M +$21.5M +4% 78
NPPM
2003
North Point Portfolio Managers
Ohio
$546M +$18.9M +4% 81
LCM
2004
Legato Capital Management
California
$545M +$242M +80% 197
WCM
2005
Weld Capital Management
New York
$544M -$4.7M -0.9% 1,058
COI
2006
Connable Office Inc
Michigan
$544M +$28.9M +6% 196
KFA
2007
Kays Financial Advisory
Georgia
$544M +$28.8M +6% 110
CNBT
2008
Canandaigua National Bank & Trust
New York
$543M +$21.2M +4% 306
RWM
2009
RKL Wealth Management
Pennsylvania
$542M +$31.7M +6% 132
CCI
2010
Cevian Capital II
Jersey
$542M -$9.3M -2% 2
NIA
2011
Northstar Investment Advisors
Colorado
$542M +$2.85M +0.5% 131
MYIA
2012
Mount Yale Investment Advisors
Colorado
$542M +$7.91M +1% 334
JMH
2013
J.M. Hartwell
New York
$541M -$8.28M -2% 86
ASP
2014
Adams Street Partners
Illinois
$539M +$22.8M +4% 21
JAM
2015
Jacobs Asset Management
New York
$539M +$33.9M +7% 67
KA
2016
Klingman & Associates
New York
$538M +$25.3M +5% 122
BCM
2017
BTR Capital Management
California
$536M +$16.1M +3% 181
FGP
2018
Foyston, Gordon, & Payne
Ontario, Canada
$536M +$12.7M +2% 62
AHC
2019
Adell Harriman & Carpenter
Texas
$535M +$21.2M +4% 144
BCM
2020
Beryl Capital Management
California
$535M -$1.28M -0.2% 39
JAFL
2021
Jay A. Fishman Ltd
Michigan
$535M -$1.06M -0.2% 88
FWP
2022
FAS Wealth Partners
Kansas
$534M +$21.8M +4% 196
C
2023
Chescapmanager
Maryland
$534M -$15.3M -3% 46
F
2024
F3Logic
Minnesota
$533M +$71.8M +16% 231
SFP
2025
Shepherd Financial Partners
Massachusetts
$532M +$16.3M +3% 129