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
VCM
2001
Vivaldi Capital Management
Illinois
$443M +$29.7M +7% 255
OH
2002
Overlook Holdings
British Virgin Islands
$443M +$12.3M +3% 3
TAMH
2003
Taikang Asset Management (HK)
Hong Kong
$443M +$43.6M +11% 84
KM
2004
Kora Management
New York
$442M -$26M -6% 9
AHB
2005
Abner Herrman & Brock
New Jersey
$442M -$230M -34% 134
TFS
2006
TrustCore Financial Services
Tennessee
$442M -$71.2M -14% 1,000
IA
2007
IFG Advisory
Georgia
$441M -$105M -19% 425
FFA
2008
Fragasso Financial Advisors
Pennsylvania
$440M -$154M -26% 146
K
2009
Kemper
Illinois
$440M -$176M -29% 55
SCM
2010
SKBA Capital Management
California
$440M -$193M -31% 80
MAA
2011
Matrix Asset Advisors
New York
$439M -$173M -28% 79
AH
2012
Aviva Holdings
Bahamas
$439M -$174M -28% 5
NSEDCP
2013
NJ State Employees Deferred Compensation Plan
New Jersey
$437M -$152M -26% 541
KFM
2014
KG Funds Management
New York
$436M -$270M -38% 11
WWM
2015
Western Wealth Management
Colorado
$436M -$224M -34% 431
HIP
2016
Hengistbury Investment Partners
United Kingdom
$436M -$490M -53% 6
SCM
2017
Snow Capital Management
Pennsylvania
$436M -$286M -40% 170
IAM
2018
Ion Asset Management
Israel
$436M -$100M -19% 29
QCMNJ
2019
Quantum Capital Management (New Jersey)
New Jersey
$435M -$64.8M -13% 40
RMC
2020
Regis Management Company
California
$435M -$212M -33% 71
BC
2021
Bruce & Co
Illinois
$434M -$78.3M -15% 44
AAP
2022
Arax Advisory Partners
Colorado
$434M +$85.5M +25% 739
TF
2023
Tompkins Financial
New York
$433M -$112M -21% 458
CCG
2024
Cypress Capital Group
Florida
$433M -$128M -23% 245
KA
2025
Kovack Advisors
Florida
$433M -$127M -23% 563