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
AP
2001
Archon Partners
New Jersey
$550M +$88.2M +19% 60
MFIMFI
2002
Mesirow Financial Investment Management - Fixed Income
Illinois
$549M +$129M +31% 156
FCM
2003
Freshford Capital Management
New York
$548M +$151M +38% 18
MFP
2004
Michael F. Price
$547M +$54.4M +11% 121
HAM
2005
Hillcrest Asset Management
Texas
$547M +$131M +32% 65
WCM
2006
Wallace Capital Management
Texas
$547M +$26.5M +5% 64
RW
2007
RVW Wealth
California
$547M +$119M +28% 113
TPWA
2008
TRUE Private Wealth Advisors
Oregon
$547M +$77.1M +16% 782
CAC
2009
Cowen and Company
New York
$546M +$165M +43% 434
MIM
2010
Marco Investment Management
Georgia
$546M +$74.3M +16% 170
FM
2011
Forward Management
California
$546M +$32.3M +6% 49
LWAC
2012
Laurel Wealth Advisors (California)
California
$546M +$114M +27% 395
CCG
2013
Cypress Capital Group
Florida
$546M +$112M +26% 248
RIA
2014
Regal Investment Advisors
Michigan
$545M +$477M +701% 326
AT
2015
Arden Trust
Delaware
$545M +$42.6M +8% 838
AA
2016
Ancient Art
Texas
$545M -$75.4M -12% 30
CNC
2017
Canandaigua National Corp
New York
$544M 269
JLBC
2018
J.L. Bainbridge & Co
Florida
$544M +$20.8M +4% 74
RPGK
2019
Retirement Planning Group (Kansas)
Kansas
$544M +$126M +30% 63
SI
2020
Sapience Investments
California
$544M +$94.2M +21% 102
SEM
2021
Suncoast Equity Management
Florida
$542M +$131M +32% 42
KFS
2022
Kurt F. Somerville
$542M +$91.3M +20% 116
HR
2023
Howe & Rusling
New York
$542M +$77.8M +17% 959
F
2024
F3Logic
Minnesota
$542M +$82.1M +18% 182
HH
2025
Hilltop Holdings
Texas
$542M +$129M +31% 424