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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CHAM
2001
Clear Harbor Asset Management
Connecticut
$577M +$64.7M +13% 8.26% 72% 787
BCMO
2002
Buckingham Capital Management (Ohio)
Ohio
$577M +$38.1M +7% 7.18% 26.3% 137
CGA
2003
Crescent Grove Advisors
Illinois
$576M +$54.9M +11% 8.96% 37.6% 173
OCM
2004
Oribel Capital Management
New York
$576M +$215M +59% 6.86% 103% 70
AWA
2005
Arete Wealth Advisors
Illinois
$576M +$52.6M +10% 6.48% 57.3% 440
PP
2006
PagnatoKarp Partners
Virginia
$576M +$71.6M +14% 7.6% 1.12% 192
AAA
2007
Adams Asset Advisors
Texas
$575M -$39.1M -6% 0.99% 26.3% 102
EA
2008
Efficient Advisors
Ohio
$575M +$27.4M +5% 4.74% 31% 50
PA
2009
Planning Alternatives
Michigan
$573M +$26.9M +5% 6.03% 50.3% 52
PCMF
2010
Private Capital Management (Florida)
Florida
$573M +$756K +0.1% 12.2% 117% 48
CI
2011
CX Institutional
Indiana
$573M -$45.7M -7% 6.21% 44.8% 792
SOAMC
2012
Spirit of America Management Corp
New York
$573M -$45.5M -7% 1.22% 78.4% 246
GCM
2013
Glynn Capital Management
California
$573M +$25.7M +5% 6.12% 171% 43
GL
2014
Governors Lane
New York
$572M -$137M -19% 17.9% 72.4% 70
PHS
2015
Pekin Hardy Strauss
Illinois
$572M +$60.7M +12% 9.04% 61.2% 229
MYIA
2016
Mount Yale Investment Advisors
Colorado
$572M +$12.6M +2% 10.7% 73.5% 343
RBCM
2017
Raub Brock Capital Management
California
$570M +$50.3M +10% 8.14% 62.2% 62
AFA
2018
American Financial Advisors
Georgia
$570M +$41.5M +8% 4.64% 41% 97
FHA
2019
Flagship Harbor Advisors
Massachusetts
$570M +$60.1M +12% 7.37% – 2,010
SM
2020
Sunriver Management
Connecticut
$570M +$53.5M +10% 9.73% 23% 22
OC
2021
Oakworth Capital
Alabama
$570M +$54.1M +10% 8.61% 49.6% 601
SC
2022
Selz Capital
New York
$570M +$173M +44% 13.5% 10.3% 78
CB
2023
Community Bank
New York
$568M +$41.6M +8% 7.48% 50.4% 460
HTI
2024
Hikari Tsushin Inc
Japan
$567M +$82.8M +17% 8.9% 69.4% 52
FL
2025
Fort LP
Maryland
$567M +$30.5M +6% 6.87% 56.8% 539
79 80
81
82 83