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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TFS
2001
TrustCore Financial Services
Tennessee
$442M -$71.2M -14% 20% 28.4% 1,000
IA
2002
IFG Advisory
Georgia
$441M -$105M -19% 17.1% 51.1% 425
FFA
2003
Fragasso Financial Advisors
Pennsylvania
$440M -$154M -26% 15.3% 54.4% 146
K
2004
Kemper
Illinois
$440M -$176M -29% 21.2% 28.6% 55
SCM
2005
SKBA Capital Management
California
$440M -$193M -31% 27.9% 54.2% 80
MAA
2006
Matrix Asset Advisors
New York
$439M -$173M -28% 20.5% 59.1% 79
AH
2007
Aviva Holdings
Bahamas
$439M -$174M -28% 29.9% 36.5% 5
NSEDCP
2008
NJ State Employees Deferred Compensation Plan
New Jersey
$437M -$152M -26% 17% 98.3% 541
KFM
2009
KG Funds Management
New York
$436M -$270M -38% 21.8% 44.7% 11
WWM
2010
Western Wealth Management
Colorado
$436M -$224M -34% 15.2% 71.9% 431
HIP
2011
Hengistbury Investment Partners
United Kingdom
$436M -$490M -53% 11.9% 118% 6
SCM
2012
Snow Capital Management
Pennsylvania
$436M -$286M -40% 31.6% 58.4% 170
IAM
2013
Ion Asset Management
Israel
$436M -$100M -19% 17.1% 75% 29
QCMNJ
2014
Quantum Capital Management (New Jersey)
New Jersey
$435M -$64.8M -13% 20.8% 89.5% 40
RMC
2015
Regis Management Company
California
$435M -$212M -33% 12.2% 5.33% 71
BC
2016
Bruce & Co
Illinois
$434M -$78.3M -15% 14.2% 23.4% 44
AAP
2017
Arax Advisory Partners
Colorado
$434M +$85.5M +25% 12.2% 43.8% 739
TF
2018
Tompkins Financial
New York
$433M -$112M -21% 17.8% 60.8% 458
CCG
2019
Cypress Capital Group
Florida
$433M -$128M -23% 13.6% 72.1% 245
KA
2020
Kovack Advisors
Florida
$433M -$127M -23% 15.7% 93% 563
HH
2021
HSG Holding
Hong Kong
$432M +$15.3M +4% 33.2% 5.32% 13
LWAC
2022
Laurel Wealth Advisors (California)
California
$431M -$147M -25% 16.3% 33.2% 450
PAS
2023
Professional Advisory Services
Florida
$431M -$131M -23% 20% 45.3% 73
PA
2024
Planning Alternatives
Michigan
$431M -$143M -25% 19.1% 50.3% 54
CCM
2025
Cinctive Capital Management
New York
$430M -$502M -54% 20.6% 119% 293
79 80
81
82 83