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
WAS
2001
Wesleyan Assurance Society
United Kingdom
$608M +$38.5M +7% 94
MTCM
2002
Mint Tower Capital Management
Netherlands
$608M -$1.81M -0.3% 356
HPC
2003
Hill Path Capital
New York
$607M +$175M +41% 3
AHSW
2004
Adventist Health System West
California
$606M +$136M +29% 5
LWAC
2005
Laurel Wealth Advisors (California)
California
$605M +$59.6M +11% 416
SF
2006
Summit Financial
New Jersey
$605M +$39.9M +7% 37
NL
2007
NWAM LLC
Washington
$603M -$111M -16% 443
FM
2008
Forward Management
California
$603M +$57.1M +10% 42
CI
2009
CPMG Inc
Texas
$601M -$148M -20% 18
PS
2010
Presima Securities
Quebec, Canada
$601M +$77.4M +15% 44
NB
2011
NBT Bank
New York
$601M +$39.9M +7% 223
PAM
2012
Private Asset Management
California
$601M +$38M +7% 143
CCG
2013
Cypress Capital Group
Florida
$600M +$54.8M +10% 271
FFA
2014
Fragasso Financial Advisors
Pennsylvania
$600M +$12.2M +2% 120
SC
2015
Skylands Capital
Wisconsin
$600M +$33.9M +6% 140
GCP
2016
GSA Capital Partners
United Kingdom
$600M +$420M +234% 1,485
FBFS
2017
First Business Financial Services
Wisconsin
$599M +$41.2M +7% 123
BOPW
2018
Brandywine Oak Private Wealth
Pennsylvania
$598M +$35.5M +6% 275
CU
2019
CDAM (UK)
United Kingdom
$598M +$42.6M +8% 14
GP
2020
Girard Partners
Pennsylvania
$598M +$43.6M +8% 220
CWM
2021
Circle Wealth Management
New Jersey
$598M +$29.9M +5% 211
BO
2022
BRR OpCo
Ohio
$597M +$18.6M +3% 195
CPM
2023
Crescent Park Management
California
$596M +$111M +23% 29
TC
2024
Towle & Co
Colorado
$596M +$61.2M +11% 34
HTI
2025
Hikari Tsushin Inc
Japan
$595M +$77M +15% 38