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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GLA
2001
Good Life Advisors
Pennsylvania
$678M -$39.6M -6% 4.63% 60% 379
DG
2002
Discerene Group
Connecticut
$678M -$58.7M -8% 5.75% 78% 15
FF
2003
FourThought Financial
Florida
$677M -$6.4M -0.9% 4.94% – 1,612
ACL
2004
Azora Capital LP
Florida
$674M +$266M +65% 1.75% 127% 49
MC
2005
Montag & Caldwell
Georgia
$673M -$15.7M -2% 2.72% 91.3% 94
WC
2006
Woodstock Corp
Massachusetts
$672M -$48.3M -7% 5.55% 97.4% 167
SC
2007
Sasco Capital
Connecticut
$672M -$58.3M -8% 5.98% 15.5% 50
CTC
2008
Chai Trust Company
Illinois
$672M -$73.7M -10% 6.5% 15.5% 25
VS
2009
VK Services
California
$671M +$511K +0.1% 41.2% 1,197% 11
HP
2010
Harvey Partners
New York
$671M +$218M +48% 1.65% 117% 39
CAM
2011
Carret Asset Management
New York
$670M -$50.7M -7% 4.33% 75.2% 279
CCP
2012
Clough Capital Partners
Massachusetts
$670M -$103M -13% 2.75% 131% 107
AC
2013
AltraVue Capital
Washington
$669M -$11.4M -2% 1.82% 182% 34
1IA
2014
1834 Investment Advisors
Wisconsin
$668M -$41.9M -6% 5.04% 46% 481
SL
2015
Salomon & Ludwin
Virginia
$667M +$20.6M +3% 5.35% 47.5% 145
TWM
2016
Tradition Wealth Management
Minnesota
$666M -$22.8M -3% 5.43% 50.7% 1,237
FFW
2017
Fusion Family Wealth
New York
$665M -$32.7M -5% 6.04% 44.2% 42
ACGDR
2018
Atmos Capital Gestao de Recursos
Brazil
$665M +$6.86M +1% 4.73% 350% 26
SIA
2019
Soltis Investment Advisors
Utah
$665M -$23.9M -3% 5.24% 59.9% 254
OFG
2020
Oxford Financial Group
Indiana
$665M -$13.4M -2% 3.26% 76.1% 277
DG
2021
DigitalBridge Group
Florida
$664M -$34.1M -5% 10.2% 51.4% 60
LG
2022
Leuthold Group
Minnesota
$664M -$40.7M -6% 2.97% 96.5% 201
PVI
2023
Pura Vida Investments
New York
$663M +$34.3M +5% 4.58% 0.02% 224
ZF
2024
Zhang Financial
Michigan
$663M +$40.2M +6% 5.38% 58.4% 230
SIM
2025
Sandia Investment Management
Massachusetts
$663M -$62M -9% 0.73% 14.9% 364
79 80
81
82 83