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
BOPW
2001
Brandywine Oak Private Wealth
Pennsylvania
$528M +$27.5M +5% 249
BB
2002
Bell Bank
North Dakota
$527M +$82.2M +18% 168
CB
2003
Community Bank
New York
$527M +$6.75M +1% 454
CP
2004
Centerbridge Partners
New York
$527M -$279M -35% 12
II
2005
INCA Investments
Florida
$527M -$39.8M -7% 12
PAS
2006
Professional Advisory Services
Florida
$526M +$10.4M +2% 68
RWM
2007
RKL Wealth Management
Pennsylvania
$526M -$16.7M -3% 131
KGI
2008
Kopernik Global Investors
Florida
$525M -$60M -10% 29
AWA
2009
Arete Wealth Advisors
Illinois
$523M +$7.69M +1% 444
LFS
2010
Lutz Financial Services
Nebraska
$522M +$10.7M +2% 66
CGA
2011
Crescent Grove Advisors
Illinois
$521M -$9.27M -2% 169
BST
2012
Bath Savings Trust
Maine
$521M +$18.1M +4% 136
RBCM
2013
Raub Brock Capital Management
California
$520M +$31.1M +6% 58
JMFC
2014
J.M. Forbes & Co
Massachusetts
$520M +$1.8M +0.3% 107
CIC
2015
Cutler Investment Counsel
Oregon
$519M -$1.04M -0.2% 98
AI
2016
Accredited Investors
Minnesota
$519M +$8.29M +2% 141
CCG
2017
Cypress Capital Group
Florida
$519M +$12.3M +2% 253
CW
2018
CreativeOne Wealth
Kansas
$518M +$42.2M +9% 196
DS
2019
DRW Securities
Illinois
$517M -$62.9M -11% 173
SM
2020
Sunriver Management
Connecticut
$516M +$26.1M +5% 22
HH
2021
Hilltop Holdings
Texas
$516M +$46.2M +10% 431
AIP
2022
Almanack Investment Partners
Pennsylvania
$516M +$83.3M +19% 336
OC
2023
Oakworth Capital
Alabama
$516M -$9.17M -2% 675
AP
2024
Archon Partners
New Jersey
$515M +$11M +2% 60
IA
2025
IFG Advisory
Georgia
$515M -$48.1M -9% 462