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
RIM
2001
Redpoint Investment Management
Australia
$684M -$162M -19% 620
BFG
2002
Berger Financial Group
Minnesota
$681M -$3.52M -0.5% 266
KA
2003
Kovack Advisors
Florida
$680M -$75.6M -10% 640
HBT
2004
Hills Bank & Trust
Iowa
$679M +$64M +10% 258
TFA
2005
Transamerica Financial Advisors
Florida
$679M -$27.7M -4% 687
GLA
2006
Good Life Advisors
Pennsylvania
$678M -$39.6M -6% 379
DG
2007
Discerene Group
Connecticut
$678M -$58.7M -8% 15
FF
2008
FourThought Financial
Florida
$677M -$6.4M -0.9% 1,612
ACL
2009
Azora Capital LP
Florida
$674M +$266M +65% 49
MC
2010
Montag & Caldwell
Georgia
$673M -$15.7M -2% 94
CT
2011
Caldwell Trust
Florida
$673M -$53.2M -7% 745
WC
2012
Woodstock Corp
Massachusetts
$672M -$48.3M -7% 167
SC
2013
Sasco Capital
Connecticut
$672M -$58.3M -8% 50
CTC
2014
Chai Trust Company
Illinois
$672M -$73.7M -10% 25
VS
2015
VK Services
California
$671M +$511K +0.1% 11
HP
2016
Harvey Partners
New York
$671M +$218M +48% 39
CAM
2017
Carret Asset Management
New York
$670M -$50.7M -7% 279
CCP
2018
Clough Capital Partners
Massachusetts
$670M -$103M -13% 107
AC
2019
AltraVue Capital
Washington
$669M -$11.4M -2% 34
1IA
2020
1834 Investment Advisors
Wisconsin
$668M -$41.9M -6% 481
SL
2021
Salomon & Ludwin
Virginia
$667M +$20.6M +3% 145
TWM
2022
Tradition Wealth Management
Minnesota
$666M -$22.8M -3% 1,237
FFW
2023
Fusion Family Wealth
New York
$665M -$32.7M -5% 42
ACGDR
2024
Atmos Capital Gestao de Recursos
Brazil
$665M +$6.86M +1% 26
SIA
2025
Soltis Investment Advisors
Utah
$665M -$23.9M -3% 254