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
AW
2001
ACG Wealth
Georgia
$724M +$61.4M +9% 318
PBCM
2002
Point Break Capital Management
Florida
$723M +$180M +33% 44
LCG
2003
Lisanti Capital Growth
New York
$723M +$183M +34% 158
IA
2004
IFG Advisory
Georgia
$722M +$106M +17% 461
CC
2005
Cadinha & Co
Hawaii
$722M +$146M +25% 120
GKWIM
2006
Gerber Kawasaki Wealth & Investment Management
California
$721M +$253M +54% 184
WM
2007
WS Management
Florida
$721M -$95.4M -12% 62
CTA
2008
Colonial Trust Advisors
South Carolina
$721M +$84.3M +13% 169
CIM
2009
Chiron Investment Management
New York
$720M +$182M +34% 122
SI
2010
Sapience Investments
California
$719M +$156M +28% 92
TAIM
2011
Te Ahumairangi Investment Management
New Zealand
$719M +$132M +23% 118
RWM
2012
RKL Wealth Management
Pennsylvania
$717M +$89M +14% 127
MSC
2013
MUFG Securities (Canada)
New York
$716M 44
BVDMP
2014
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$716M +$37.7M +6% 36
CCI
2015
Cevian Capital II
Jersey
$715M +$167M +30% 2
HH
2016
Hilltop Holdings
Texas
$715M +$125M +21% 526
NC
2017
NewSquare Capital
Pennsylvania
$714M +$91.7M +15% 423
LWIC
2018
Leith Wheeler Investment Counsel
British Columbia, Canada
$713M +$235M +49% 49
NAS
2019
Nicolet Advisory Services
Wisconsin
$713M +$69.8M +11% 187
FDCC
2020
Foster Dykema Cabot & Co
Massachusetts
$713M +$104M +17% 100
TAM
2021
Third Avenue Management
New York
$713M -$6.73M -0.9% 67
ITP
2022
Iron Triangle Partners
Connecticut
$713M +$265M +59% 35
TA
2023
Teton Advisors
New York
$712M +$130M +22% 404
MYIA
2024
Mount Yale Investment Advisors
Colorado
$712M +$89M +14% 429
SF
2025
Summit Financial
New Jersey
$711M +$107M +18% 53