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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RW
2001
RVW Wealth
California
$547M +$119M +28% 17.9% 48.1% 113
TPWA
2002
TRUE Private Wealth Advisors
Oregon
$547M +$77.1M +16% 16.2% 52.3% 782
CAC
2003
Cowen and Company
New York
$546M +$165M +43% 137% 120% 434
MIM
2004
Marco Investment Management
Georgia
$546M +$74.3M +16% 22.2% 87% 170
FM
2005
Forward Management
California
$546M +$32.3M +6% 16% 36.9% 49
LWAC
2006
Laurel Wealth Advisors (California)
California
$546M +$114M +27% 19.8% 33.2% 395
CCG
2007
Cypress Capital Group
Florida
$546M +$112M +26% 16.8% 72.1% 248
RIA
2008
Regal Investment Advisors
Michigan
$545M +$477M +701% 19.4% 50.9% 326
AT
2009
Arden Trust
Delaware
$545M +$42.6M +8% 18.3% 22.5% 838
AA
2010
Ancient Art
Texas
$545M -$75.4M -12% 42.4% 111% 30
CNC
2011
Canandaigua National Corp
New York
$544M – – 18.1% – 269
JLBC
2012
J.L. Bainbridge & Co
Florida
$544M +$20.8M +4% 18.9% 94.7% 74
RPGK
2013
Retirement Planning Group (Kansas)
Kansas
$544M +$126M +30% 15.8% 38.9% 63
SI
2014
Sapience Investments
California
$544M +$94.2M +21% 38.6% 41.9% 102
SEM
2015
Suncoast Equity Management
Florida
$542M +$131M +32% 30% 104% 42
KFS
2016
Kurt F. Somerville
$542M +$91.3M +20% 19.8% 68.8% 116
HR
2017
Howe & Rusling
New York
$542M +$77.8M +17% 17% 65.8% 959
F
2018
F3Logic
Minnesota
$542M +$82.1M +18% 14.7% 11.9% 182
HH
2019
Hilltop Holdings
Texas
$542M +$129M +31% 17.7% 61.2% 424
GLAM
2020
Gardner Lewis Asset Management
Pennsylvania
$541M -$62.1M -10% 26.4% 270% 87
SWM
2021
Segment Wealth Management
Texas
$541M +$92M +20% 20.1% 90.2% 211
GAG
2022
GM Advisory Group
New York
$541M +$173M +47% 19% 50.3% 192
EA
2023
Efficient Advisors
Ohio
$540M +$62.2M +13% 10.8% 31% 50
DK
2024
Darrell & King
Virginia
$540M +$112M +26% 26.2% – 50
SCA
2025
Stonebridge Capital Advisors
Minnesota
$539M +$65.7M +14% 16.6% 63.1% 881
79 80
81
82 83