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
NSEDCP
2001
NJ State Employees Deferred Compensation Plan
New Jersey
$437M -$152M -26% 541
KFM
2002
KG Funds Management
New York
$436M -$270M -38% 11
WWM
2003
Western Wealth Management
Colorado
$436M -$224M -34% 431
HIP
2004
Hengistbury Investment Partners
United Kingdom
$436M -$490M -53% 6
SCM
2005
Snow Capital Management
Pennsylvania
$436M -$286M -40% 170
IAM
2006
Ion Asset Management
Israel
$436M -$100M -19% 29
QCMNJ
2007
Quantum Capital Management (New Jersey)
New Jersey
$435M -$64.8M -13% 40
RMC
2008
Regis Management Company
California
$435M -$212M -33% 71
BC
2009
Bruce & Co
Illinois
$434M -$78.3M -15% 44
AAP
2010
Arax Advisory Partners
Colorado
$434M +$85.5M +25% 739
TF
2011
Tompkins Financial
New York
$433M -$112M -21% 458
CCG
2012
Cypress Capital Group
Florida
$433M -$128M -23% 245
KA
2013
Kovack Advisors
Florida
$433M -$127M -23% 563
HH
2014
HSG Holding
Hong Kong
$432M +$15.3M +4% 13
LWAC
2015
Laurel Wealth Advisors (California)
California
$431M -$147M -25% 450
PAS
2016
Professional Advisory Services
Florida
$431M -$131M -23% 73
PA
2017
Planning Alternatives
Michigan
$431M -$143M -25% 54
CCM
2018
Cinctive Capital Management
New York
$430M -$502M -54% 293
11A
2019
10-15 Associates
New York
$429M -$101M -19% 108
CHAM
2020
Clear Harbor Asset Management
Connecticut
$429M -$148M -26% 790
FCMI
2021
Foresite Capital Management II
California
$428M -$179M -29% 6
SIM
2022
Strategic Investment Management
Virginia
$428M -$111M -21% 19
RW
2023
RVW Wealth
California
$428M -$29.2M -6% 107
NAM
2024
Nexpoint Asset Management
Texas
$427M -$648M -60% 330
CIM
2025
Chiron Investment Management
New York
$426M -$282M -40% 84