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
SF
2001
Summit Financial
New Jersey
$605M +$39.9M +7% 37
NL
2002
NWAM LLC
Washington
$603M -$111M -16% 443
FM
2003
Forward Management
California
$603M +$57.1M +10% 42
CI
2004
CPMG Inc
Texas
$601M -$148M -20% 18
PS
2005
Presima Securities
Quebec, Canada
$601M +$77.4M +15% 44
NB
2006
NBT Bank
New York
$601M +$39.9M +7% 223
PAM
2007
Private Asset Management
California
$601M +$38M +7% 143
CCG
2008
Cypress Capital Group
Florida
$600M +$54.8M +10% 271
FFA
2009
Fragasso Financial Advisors
Pennsylvania
$600M +$12.2M +2% 120
SC
2010
Skylands Capital
Wisconsin
$600M +$33.9M +6% 140
GCP
2011
GSA Capital Partners
United Kingdom
$600M +$420M +234% 1,485
FBFS
2012
First Business Financial Services
Wisconsin
$599M +$41.2M +7% 123
BOPW
2013
Brandywine Oak Private Wealth
Pennsylvania
$598M +$35.5M +6% 275
CU
2014
CDAM (UK)
United Kingdom
$598M +$42.6M +8% 14
GP
2015
Girard Partners
Pennsylvania
$598M +$43.6M +8% 220
CWM
2016
Circle Wealth Management
New Jersey
$598M +$29.9M +5% 211
BO
2017
BRR OpCo
Ohio
$597M +$18.6M +3% 195
CPM
2018
Crescent Park Management
California
$596M +$111M +23% 29
TC
2019
Towle & Co
Colorado
$596M +$61.2M +11% 34
HTI
2020
Hikari Tsushin Inc
Japan
$595M +$77M +15% 38
AVA
2021
Atlas Venture Advisors
Massachusetts
$594M +$203M +52% 8
EPM
2022
Elm Partners Management
Pennsylvania
$594M +$34.2M +6% 45
ES
2023
Equitec Specialists
Illinois
$594M +$155M +35% 176
AHB
2024
Abner Herrman & Brock
New Jersey
$593M +$36.5M +7% 129
AAP
2025
Arax Advisory Partners
Colorado
$593M +$31.4M +6% 727