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
CIM
2001
Chiron Investment Management
New York
$851M -$27.2M -3% 135
JIP
2002
Jaffetilchin Investment Partners
Florida
$849M -$209M -20% 396
FFA
2003
Fragasso Financial Advisors
Pennsylvania
$848M +$1.57M +0.2% 199
AACA
2004
American Assets Capital Advisers
California
$848M -$164M -16% 37
DTL
2005
Dynamic Technology Lab
Singapore
$848M -$55.4M -6% 1,701
JLBC
2006
J.L. Bainbridge & Co
Florida
$847M -$19.3M -2% 90
MFP
2007
Michael F. Price
$846M -$57M -6% 151
VIM
2008
Vancity Investment Management
British Columbia, Canada
$845M -$26.1M -3% 64
CTA
2009
Colonial Trust Advisors
South Carolina
$845M -$49.1M -5% 193
LSA
2010
L & S Advisors
California
$844M -$82.9M -9% 361
NA
2011
Nottingham Advisors
New York
$843M -$71.7M -8% 151
ITP
2012
Iron Triangle Partners
Connecticut
$841M +$123M +17% 33
GAG
2013
GM Advisory Group
New York
$841M -$282M -25% 222
XF
2014
XML Financial
Maryland
$841M +$10.4M +1% 342
RC
2015
Raine Capital
New York
$840M -$387M -32% 15
CT
2016
Caldwell Trust
Florida
$839M -$30.3M -3% 777
LWMT
2017
Legacy Wealth Management (Tennessee)
Tennessee
$838M -$34.1M -4% 19
LSGA
2018
Lone Star Global Acquisitions
Bermuda
$838M +$7.68M +0.9% 1
TCM
2019
TD Capital Management
Tennessee
$838M -$48.6M -5% 383
JCM
2020
Jacobi Capital Management
Pennsylvania
$837M -$2.07M -0.2% 450
SGCM
2021
Sand Grove Capital Management
United Kingdom
$836M +$50.4M +6% 24
AF
2022
Arrow Financial
New York
$836M -$9.21M -1% 366
WM
2023
WS Management
Florida
$836M +$153M +22% 62
MGP
2024
Metis Global Partners
California
$833M +$473M +132% 546
RWM
2025
RKL Wealth Management
Pennsylvania
$833M -$9.44M -1% 145