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
MFG
2001
Magnus Financial Group
New York
$533M +$13.9M +3% 599
SGCM
2002
Sand Grove Capital Management
United Kingdom
$532M -$406M -43% 23
BCM
2003
BTR Capital Management
California
$532M -$4.54M -0.8% 172
IRF
2004
IBM Retirement Fund
New York
$532M -$515K -0.1% 437
TI
2005
Trigran Investments
Illinois
$529M -$70.8M -12% 19
AFA
2006
American Financial Advisors
Georgia
$529M +$16.3M +3% 97
BCM
2007
Bayesian Capital Management
New York
$529M +$44.9M +9% 776
CFG
2008
CKW Financial Group
Hawaii
$528M +$32.8M +7% 170
BOPW
2009
Brandywine Oak Private Wealth
Pennsylvania
$528M +$27.5M +5% 249
BB
2010
Bell Bank
North Dakota
$527M +$82.2M +18% 168
CB
2011
Community Bank
New York
$527M +$6.75M +1% 454
CP
2012
Centerbridge Partners
New York
$527M -$279M -35% 12
II
2013
INCA Investments
Florida
$527M -$39.8M -7% 12
PAS
2014
Professional Advisory Services
Florida
$526M +$10.4M +2% 68
RWM
2015
RKL Wealth Management
Pennsylvania
$526M -$16.7M -3% 131
KGI
2016
Kopernik Global Investors
Florida
$525M -$60M -10% 29
AWA
2017
Arete Wealth Advisors
Illinois
$523M +$7.69M +1% 444
LFS
2018
Lutz Financial Services
Nebraska
$522M +$10.7M +2% 66
CGA
2019
Crescent Grove Advisors
Illinois
$521M -$9.27M -2% 169
BST
2020
Bath Savings Trust
Maine
$521M +$18.1M +4% 136
RBCM
2021
Raub Brock Capital Management
California
$520M +$31.1M +6% 58
JMFC
2022
J.M. Forbes & Co
Massachusetts
$520M +$1.8M +0.3% 107
CIC
2023
Cutler Investment Counsel
Oregon
$519M -$1.04M -0.2% 98
AI
2024
Accredited Investors
Minnesota
$519M +$8.29M +2% 141
CCG
2025
Cypress Capital Group
Florida
$519M +$12.3M +2% 253