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
ITP
2001
Iron Triangle Partners
Connecticut
$713M +$265M +59% 35
TA
2002
Teton Advisors
New York
$712M +$130M +22% 404
MYIA
2003
Mount Yale Investment Advisors
Colorado
$712M +$89M +14% 429
SF
2004
Summit Financial
New Jersey
$711M +$107M +18% 53
SWM
2005
SeaCrest Wealth Management
New York
$711M +$87.2M +14% 666
BWA
2006
BDO Wealth Advisors
Florida
$711M +$96.8M +16% 1,030
SFI
2007
SPC Financial Inc
Maryland
$711M +$131M +23% 163
BWM
2008
BerganKDV Wealth Management
Minnesota
$711M +$78.8M +12% 1,039
HIC
2009
Harvey Investment Company
Kentucky
$710M +$69.7M +11% 92
AACA
2010
American Assets Capital Advisers
California
$709M +$88.6M +14% 37
CEI
2011
Clark Estates Inc
New York
$709M +$97.2M +16% 117
SP
2012
ShawSpring Partners
Massachusetts
$708M +$216M +44% 5
NAM
2013
North American Management
Massachusetts
$707M +$64.7M +10% 111
SC
2014
Sasco Capital
Connecticut
$707M +$125M +22% 51
MAM
2015
MPM Asset Management
Massachusetts
$707M +$170M +32% 9
QSS
2016
Quantitative Systematic Strategies
Florida
$706M +$133M +23% 803
AWA
2017
Arete Wealth Advisors
Illinois
$706M +$42.4M +6% 458
JIP
2018
Jaffetilchin Investment Partners
Florida
$705M +$163M +30% 300
OAM
2019
Optimal Asset Management
California
$705M +$14.2M +2% 406
CFIA
2020
Cantor Fitzgerald Investment Advisors
New York
$704M +$92.5M +15% 71
NCM
2021
Narwhal Capital Management
Georgia
$704M +$84.9M +14% 160
LWA
2022
Lenox Wealth Advisors
New York
$703M +$37.7M +6% 718
BWC
2023
Blue Whale Capital
United Kingdom
$703M +$185M +36% 18
BGIM
2024
Boussard & Gavaudan Investment Management
United Kingdom
$702M -$73.7M -10% 87
KC
2025
KCL Capital
New York
$702M +$79.7M +13% 153