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
LWAC
2001
Laurel Wealth Advisors (California)
California
$578M -$4.14M -0.7% 492
RMC
2002
Resources Management Corp
Connecticut
$577M +$36.8M +7% 554
EWA
2003
Exencial Wealth Advisors
Oklahoma
$577M +$112M +24% 273
UBV
2004
United Bank (Virginia)
Virginia
$577M +$30.2M +6% 147
CHAM
2005
Clear Harbor Asset Management
Connecticut
$577M +$64.7M +13% 787
BCMO
2006
Buckingham Capital Management (Ohio)
Ohio
$577M +$38.1M +7% 137
CGA
2007
Crescent Grove Advisors
Illinois
$576M +$54.9M +11% 173
OCM
2008
Oribel Capital Management
New York
$576M +$215M +59% 70
AWA
2009
Arete Wealth Advisors
Illinois
$576M +$52.6M +10% 440
PP
2010
PagnatoKarp Partners
Virginia
$576M +$71.6M +14% 192
AAA
2011
Adams Asset Advisors
Texas
$575M -$39.1M -6% 102
EA
2012
Efficient Advisors
Ohio
$575M +$27.4M +5% 50
PA
2013
Planning Alternatives
Michigan
$573M +$26.9M +5% 52
PCMF
2014
Private Capital Management (Florida)
Florida
$573M +$756K +0.1% 48
CI
2015
CX Institutional
Indiana
$573M -$45.7M -7% 792
SOAMC
2016
Spirit of America Management Corp
New York
$573M -$45.5M -7% 246
GCM
2017
Glynn Capital Management
California
$573M +$25.7M +5% 43
GL
2018
Governors Lane
New York
$572M -$137M -19% 70
PHS
2019
Pekin Hardy Strauss
Illinois
$572M +$60.7M +12% 229
MYIA
2020
Mount Yale Investment Advisors
Colorado
$572M +$12.6M +2% 343
RBCM
2021
Raub Brock Capital Management
California
$570M +$50.3M +10% 62
AFA
2022
American Financial Advisors
Georgia
$570M +$41.5M +8% 97
FHA
2023
Flagship Harbor Advisors
Massachusetts
$570M +$60.1M +12% 2,010
SM
2024
Sunriver Management
Connecticut
$570M +$53.5M +10% 22
OC
2025
Oakworth Capital
Alabama
$570M +$54.1M +10% 601