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
JGUA
2001
John G. Ullman & Associates
New York
$581M +$30.4M +6% 153
TIP
2002
Torray Investment Partners
Maryland
$581M -$338M -37% 106
BCM
2003
BTR Capital Management
California
$580M +$48.5M +9% 171
JAFL
2004
Jay A. Fishman Ltd
Michigan
$580M +$46.8M +9% 85
FBP
2005
Flippin Bruce & Porter
Virginia
$580M +$17.5M +3% 79
NL
2006
NWAM LLC
Washington
$578M +$44M +8% 431
LWAC
2007
Laurel Wealth Advisors (California)
California
$578M -$4.14M -0.7% 492
RMC
2008
Resources Management Corp
Connecticut
$577M +$36.8M +7% 554
EWA
2009
Exencial Wealth Advisors
Oklahoma
$577M +$112M +24% 273
UBV
2010
United Bank (Virginia)
Virginia
$577M +$30.2M +6% 147
CHAM
2011
Clear Harbor Asset Management
Connecticut
$577M +$64.7M +13% 787
BCMO
2012
Buckingham Capital Management (Ohio)
Ohio
$577M +$38.1M +7% 137
CGA
2013
Crescent Grove Advisors
Illinois
$576M +$54.9M +11% 173
OCM
2014
Oribel Capital Management
New York
$576M +$215M +59% 70
AWA
2015
Arete Wealth Advisors
Illinois
$576M +$52.6M +10% 440
PP
2016
PagnatoKarp Partners
Virginia
$576M +$71.6M +14% 192
AAA
2017
Adams Asset Advisors
Texas
$575M -$39.1M -6% 102
EA
2018
Efficient Advisors
Ohio
$575M +$27.4M +5% 50
PA
2019
Planning Alternatives
Michigan
$573M +$26.9M +5% 52
PCMF
2020
Private Capital Management (Florida)
Florida
$573M +$756K +0.1% 49
CI
2021
CX Institutional
Indiana
$573M -$45.7M -7% 792
SOAMC
2022
Spirit of America Management Corp
New York
$573M -$45.5M -7% 246
GCM
2023
Glynn Capital Management
California
$573M +$25.7M +5% 43
GL
2024
Governors Lane
New York
$572M -$137M -19% 70
PHS
2025
Pekin Hardy Strauss
Illinois
$572M +$60.7M +12% 229