Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BB
2001
Bell Bank
North Dakota
$527M +$82.2M +18% 1.24% 50.6% 168
CB
2002
Community Bank
New York
$527M +$6.75M +1% 2.09% 50.4% 454
CP
2003
Centerbridge Partners
New York
$527M -$279M -35% 11% 45.9% 12
II
2004
INCA Investments
Florida
$527M -$39.8M -7% 6.83% 170% 12
PAS
2005
Professional Advisory Services
Florida
$526M +$10.4M +2% 3.21% 45.3% 68
RWM
2006
RKL Wealth Management
Pennsylvania
$526M -$16.7M -3% 0.42% 53% 131
KGI
2007
Kopernik Global Investors
Florida
$525M -$60M -10% 13.2% 119% 29
AWA
2008
Arete Wealth Advisors
Illinois
$523M +$7.69M +1% 1.37% 57.3% 444
LFS
2009
Lutz Financial Services
Nebraska
$522M +$10.7M +2% 0.87% 28.4% 66
CGA
2010
Crescent Grove Advisors
Illinois
$521M -$9.27M -2% 2.37% 37.6% 169
BST
2011
Bath Savings Trust
Maine
$521M +$18.1M +4% 3.58% 59.3% 136
RBCM
2012
Raub Brock Capital Management
California
$520M +$31.1M +6% 4.54% 62.2% 58
JMFC
2013
J.M. Forbes & Co
Massachusetts
$520M +$1.8M +0.3% 0.59% 89.1% 107
CIC
2014
Cutler Investment Counsel
Oregon
$519M -$1.04M -0.2% 1.72% 44.9% 98
AI
2015
Accredited Investors
Minnesota
$519M +$8.29M +2% 0.31% 51% 141
CCG
2016
Cypress Capital Group
Florida
$519M +$12.3M +2% 3% 72.1% 253
CW
2017
CreativeOne Wealth
Kansas
$518M +$42.2M +9% 0.68% 49% 196
DS
2018
DRW Securities
Illinois
$517M -$62.9M -11% 0.85% 34.5% 173
SM
2019
Sunriver Management
Connecticut
$516M +$26.1M +5% 3.79% 23% 22
HH
2020
Hilltop Holdings
Texas
$516M +$46.2M +10% 2.08% 61.2% 431
AIP
2021
Almanack Investment Partners
Pennsylvania
$516M +$83.3M +19% 1.47% 40.8% 336
OC
2022
Oakworth Capital
Alabama
$516M -$9.17M -2% 1.7% 49.6% 675
AP
2023
Archon Partners
New Jersey
$515M +$11M +2% 2.6% 105% 60
IA
2024
IFG Advisory
Georgia
$515M -$48.1M -9% 1.41% 51.1% 462
GWM
2025
Greenwich Wealth Management
Connecticut
$512M -$68.2M -12% 2.77% 216% 207
79 80
81
82 83