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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
JIP
2001
Jaffetilchin Investment Partners
Florida
$849M -$209M -20% 2.86% 80.4% 396
FFA
2002
Fragasso Financial Advisors
Pennsylvania
$848M +$1.57M +0.2% 4.58% 54.4% 199
AACA
2003
American Assets Capital Advisers
California
$848M -$164M -16% 10% 47% 37
DTL
2004
Dynamic Technology Lab
Singapore
$848M -$55.4M -6% 7.31% 24.8% 1,701
JLBC
2005
J.L. Bainbridge & Co
Florida
$847M -$19.3M -2% 3.58% 94.7% 90
MFP
2006
Michael F. Price
$846M -$57M -6% 3.71% 41.9% 151
VIM
2007
Vancity Investment Management
British Columbia, Canada
$845M -$26.1M -3% 8.43% 64
CTA
2008
Colonial Trust Advisors
South Carolina
$845M -$49.1M -5% 3.84% 72.4% 193
LSA
2009
L & S Advisors
California
$844M -$82.9M -9% 4.06% 173% 361
NA
2010
Nottingham Advisors
New York
$843M -$71.7M -8% 4.26% 36.7% 151
ITP
2011
Iron Triangle Partners
Connecticut
$841M +$123M +17% 5.67% 134% 33
GAG
2012
GM Advisory Group
New York
$841M -$282M -25% 4.6% 50.3% 222
XF
2013
XML Financial
Maryland
$841M +$10.4M +1% 2.1% 45.3% 342
RC
2014
Raine Capital
New York
$840M -$387M -32% 28.2% 85.7% 15
LWMT
2015
Legacy Wealth Management (Tennessee)
Tennessee
$838M -$34.1M -4% 5.97% 40.1% 19
LSGA
2016
Lone Star Global Acquisitions
Bermuda
$838M +$7.68M +0.9% 0.93% 380% 1
TCM
2017
TD Capital Management
Tennessee
$838M -$48.6M -5% 4.81% 36.1% 383
JCM
2018
Jacobi Capital Management
Pennsylvania
$837M -$2.07M -0.2% 1.51% 62.5% 450
SGCM
2019
Sand Grove Capital Management
United Kingdom
$836M +$50.4M +6% 19.1% 224% 24
AF
2020
Arrow Financial
New York
$836M -$9.21M -1% 5.23% 52.9% 366
WM
2021
WS Management
Florida
$836M +$153M +22% 3.1% 72% 62
MGP
2022
Metis Global Partners
California
$833M +$473M +132% 2.92% 99.5% 546
RWM
2023
RKL Wealth Management
Pennsylvania
$833M -$9.44M -1% 4.97% 53% 145
NFG
2024
Nations Financial Group
Iowa
$833M +$72.8M +10% 1.35% 80% 571
DCP
2025
Diameter Capital Partners
New York
$831M -$245M -23% 0.19% 48.6% 194