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
TFA
2001
Transamerica Financial Advisors
Florida
$679M -$27.7M -4% 687
GLA
2002
Good Life Advisors
Pennsylvania
$678M -$39.6M -6% 379
DG
2003
Discerene Group
Connecticut
$678M -$58.7M -8% 15
FF
2004
FourThought Financial
Florida
$677M -$6.4M -0.9% 1,612
ACL
2005
Azora Capital LP
Florida
$674M +$266M +65% 49
MC
2006
Montag & Caldwell
Georgia
$673M -$15.7M -2% 94
CT
2007
Caldwell Trust
Florida
$673M -$53.2M -7% 745
WC
2008
Woodstock Corp
Massachusetts
$672M -$48.3M -7% 167
SC
2009
Sasco Capital
Connecticut
$672M -$58.3M -8% 50
CTC
2010
Chai Trust Company
Illinois
$672M -$73.7M -10% 25
VS
2011
VK Services
California
$671M +$511K +0.1% 11
HP
2012
Harvey Partners
New York
$671M +$218M +48% 39
CAM
2013
Carret Asset Management
New York
$670M -$50.7M -7% 279
CCP
2014
Clough Capital Partners
Massachusetts
$670M -$103M -13% 107
AC
2015
AltraVue Capital
Washington
$669M -$11.4M -2% 34
1IA
2016
1834 Investment Advisors
Wisconsin
$668M -$41.9M -6% 481
SL
2017
Salomon & Ludwin
Virginia
$667M +$20.6M +3% 145
TWM
2018
Tradition Wealth Management
Minnesota
$666M -$22.8M -3% 1,237
FFW
2019
Fusion Family Wealth
New York
$665M -$32.7M -5% 42
ACGDR
2020
Atmos Capital Gestao de Recursos
Brazil
$665M +$6.86M +1% 26
SIA
2021
Soltis Investment Advisors
Utah
$665M -$23.9M -3% 254
OFG
2022
Oxford Financial Group
Indiana
$665M -$13.4M -2% 277
DG
2023
DigitalBridge Group
Florida
$664M -$34.1M -5% 60
LG
2024
Leuthold Group
Minnesota
$664M -$40.7M -6% 201
PVI
2025
Pura Vida Investments
New York
$663M +$34.3M +5% 224