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
FDCC
2001
Foster Dykema Cabot & Co
Massachusetts
$553M +$37.1M +7% 91
AH
2002
Allen Holding
New York
$553M +$36.5M +7% 8
UBV
2003
United Bank (Virginia)
Virginia
$552M +$91M +20% 136
WWM
2004
Western Wealth Management
Colorado
$551M +$115M +26% 444
BCH
2005
Berkshire Capital Holdings
California
$551M +$214M +63% 62
FFM
2006
Fullerton Fund Management
Singapore
$551M +$25.4M +5% 70
AP
2007
Archon Partners
New Jersey
$550M +$88.2M +19% 60
MFIMFI
2008
Mesirow Financial Investment Management - Fixed Income
Illinois
$549M +$129M +31% 156
FCM
2009
Freshford Capital Management
New York
$548M +$151M +38% 18
MFP
2010
Michael F. Price
$547M +$54.4M +11% 121
WCM
2011
Wallace Capital Management
Texas
$547M +$26.5M +5% 64
HAM
2012
Hillcrest Asset Management
Texas
$547M +$131M +32% 65
RW
2013
RVW Wealth
California
$547M +$119M +28% 113
TPWA
2014
TRUE Private Wealth Advisors
Oregon
$547M +$77.1M +16% 782
CAC
2015
Cowen and Company
New York
$546M +$165M +43% 434
MIM
2016
Marco Investment Management
Georgia
$546M +$74.3M +16% 170
FM
2017
Forward Management
California
$546M +$32.3M +6% 49
LWAC
2018
Laurel Wealth Advisors (California)
California
$546M +$114M +27% 395
CCG
2019
Cypress Capital Group
Florida
$546M +$112M +26% 248
RIA
2020
Regal Investment Advisors
Michigan
$545M +$477M +701% 326
AT
2021
Arden Trust
Delaware
$545M +$42.6M +8% 838
AA
2022
Ancient Art
Texas
$545M -$75.4M -12% 30
CNC
2023
Canandaigua National Corp
New York
$544M 269
JLBC
2024
J.L. Bainbridge & Co
Florida
$544M +$20.8M +4% 74
RPGK
2025
Retirement Planning Group (Kansas)
Kansas
$544M +$126M +30% 63