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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FM
2001
Forward Management
California
$603M +$57.1M +10% 4.51% 36.9% 42
CI
2002
CPMG Inc
Texas
$601M -$148M -20% 7.49% 1,789% 18
PS
2003
Presima Securities
Quebec, Canada
$601M +$77.4M +15% 1.32% 0.54% 44
NB
2004
NBT Bank
New York
$601M +$39.9M +7% 7.87% 54.3% 223
PAM
2005
Private Asset Management
California
$601M +$38M +7% 8.76% 38.2% 143
CCG
2006
Cypress Capital Group
Florida
$600M +$54.8M +10% 7.79% 72.1% 271
FFA
2007
Fragasso Financial Advisors
Pennsylvania
$600M +$12.2M +2% 7.73% 54.4% 120
SC
2008
Skylands Capital
Wisconsin
$600M +$33.9M +6% 11.1% 42.2% 140
GCP
2009
GSA Capital Partners
United Kingdom
$600M +$420M +234% 6.99% 63.5% 1,485
FBFS
2010
First Business Financial Services
Wisconsin
$599M +$41.2M +7% 6.49% 56.9% 123
BOPW
2011
Brandywine Oak Private Wealth
Pennsylvania
$598M +$35.5M +6% 6.43% 43.5% 275
CU
2012
CDAM (UK)
United Kingdom
$598M +$42.6M +8% 8.37% 23% 14
GP
2013
Girard Partners
Pennsylvania
$598M +$43.6M +8% 9.3% 25.7% 220
CWM
2014
Circle Wealth Management
New Jersey
$598M +$29.9M +5% 9.47% 58.9% 211
BO
2015
BRR OpCo
Ohio
$597M +$18.6M +3% 9.23% 23.6% 195
CPM
2016
Crescent Park Management
California
$596M +$111M +23% 21.4% 123% 29
TC
2017
Towle & Co
Colorado
$596M +$61.2M +11% 14.3% 74.6% 34
HTI
2018
Hikari Tsushin Inc
Japan
$595M +$77M +15% 13.4% 69.4% 38
AVA
2019
Atlas Venture Advisors
Massachusetts
$594M +$203M +52% 63.3% 109% 8
EPM
2020
Elm Partners Management
Pennsylvania
$594M +$34.2M +6% 6.5% 33.3% 45
ES
2021
Equitec Specialists
Illinois
$594M +$155M +35% 3.53% 40.5% 176
AHB
2022
Abner Herrman & Brock
New Jersey
$593M +$36.5M +7% 13.5% 111% 129
AAP
2023
Arax Advisory Partners
Colorado
$593M +$31.4M +6% 5.61% 43.8% 727
RW
2024
RVW Wealth
California
$592M +$45.1M +8% 5.82% 48.1% 99
HIC
2025
Hartline Investment Corp
Illinois
$592M +$115M +24% 34.7% 151% 115
79 80
81
82 83