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
FFM
2001
Fullerton Fund Management
Singapore
$551M +$25.4M +5% 70
AP
2002
Archon Partners
New Jersey
$550M +$88.2M +19% 60
MFIMFI
2003
Mesirow Financial Investment Management - Fixed Income
Illinois
$549M +$129M +31% 156
FCM
2004
Freshford Capital Management
New York
$548M +$151M +38% 18
MFP
2005
Michael F. Price
$547M +$54.4M +11% 121
HAM
2006
Hillcrest Asset Management
Texas
$547M +$131M +32% 65
WCM
2007
Wallace Capital Management
Texas
$547M +$26.5M +5% 64
RW
2008
RVW Wealth
California
$547M +$119M +28% 113
TPWA
2009
TRUE Private Wealth Advisors
Oregon
$547M +$77.1M +16% 782
CAC
2010
Cowen and Company
New York
$546M +$165M +43% 434
MIM
2011
Marco Investment Management
Georgia
$546M +$74.3M +16% 170
FM
2012
Forward Management
California
$546M +$32.3M +6% 49
LWAC
2013
Laurel Wealth Advisors (California)
California
$546M +$114M +27% 395
CCG
2014
Cypress Capital Group
Florida
$546M +$112M +26% 248
RIA
2015
Regal Investment Advisors
Michigan
$545M +$477M +701% 326
AT
2016
Arden Trust
Delaware
$545M +$42.6M +8% 838
AA
2017
Ancient Art
Texas
$545M -$75.4M -12% 30
CNC
2018
Canandaigua National Corp
New York
$544M 269
JLBC
2019
J.L. Bainbridge & Co
Florida
$544M +$20.8M +4% 74
RPGK
2020
Retirement Planning Group (Kansas)
Kansas
$544M +$126M +30% 63
SI
2021
Sapience Investments
California
$544M +$94.2M +21% 102
SEM
2022
Suncoast Equity Management
Florida
$542M +$131M +32% 42
KFS
2023
Kurt F. Somerville
$542M +$91.3M +20% 116
HR
2024
Howe & Rusling
New York
$542M +$77.8M +17% 959
F
2025
F3Logic
Minnesota
$542M +$82.1M +18% 182