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
UBV
2001
United Bank (Virginia)
Virginia
$577M +$30.2M +6% 147
CHAM
2002
Clear Harbor Asset Management
Connecticut
$577M +$64.7M +13% 787
BCMO
2003
Buckingham Capital Management (Ohio)
Ohio
$577M +$38.1M +7% 137
CGA
2004
Crescent Grove Advisors
Illinois
$576M +$54.9M +11% 173
OCM
2005
Oribel Capital Management
New York
$576M +$215M +59% 70
AWA
2006
Arete Wealth Advisors
Illinois
$576M +$52.6M +10% 440
PP
2007
PagnatoKarp Partners
Virginia
$576M +$71.6M +14% 192
AAA
2008
Adams Asset Advisors
Texas
$575M -$39.1M -6% 102
EA
2009
Efficient Advisors
Ohio
$575M +$27.4M +5% 50
PA
2010
Planning Alternatives
Michigan
$573M +$26.9M +5% 52
PCMF
2011
Private Capital Management (Florida)
Florida
$573M +$756K +0.1% 48
CI
2012
CX Institutional
Indiana
$573M -$45.7M -7% 792
SOAMC
2013
Spirit of America Management Corp
New York
$573M -$45.5M -7% 246
GCM
2014
Glynn Capital Management
California
$573M +$25.7M +5% 43
GL
2015
Governors Lane
New York
$572M -$137M -19% 70
PHS
2016
Pekin Hardy Strauss
Illinois
$572M +$60.7M +12% 229
MYIA
2017
Mount Yale Investment Advisors
Colorado
$572M +$12.6M +2% 343
RBCM
2018
Raub Brock Capital Management
California
$570M +$50.3M +10% 62
AFA
2019
American Financial Advisors
Georgia
$570M +$41.5M +8% 97
FHA
2020
Flagship Harbor Advisors
Massachusetts
$570M +$60.1M +12% 2,010
SM
2021
Sunriver Management
Connecticut
$570M +$53.5M +10% 22
OC
2022
Oakworth Capital
Alabama
$570M +$54.1M +10% 601
SC
2023
Selz Capital
New York
$570M +$173M +44% 78
CB
2024
Community Bank
New York
$568M +$41.6M +8% 460
HTI
2025
Hikari Tsushin Inc
Japan
$567M +$82.8M +17% 52