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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EC
2001
Estate Counselors
Wisconsin
$715M +$68.7M +11% 6.08% 43.1% 195
JIR
2002
James Investment Research
Ohio
$715M +$14.1M +2% 9.37% 82.5% 619
CPA
2003
Cardiff Park Advisors
California
$715M +$77.2M +12% 8.29% 86.6% 331
APC
2004
Alta Park Capital
California
$714M +$219M +44% 3.27% 433% 30
AC
2005
AltraVue Capital
Washington
$714M +$45.5M +7% 8.42% 182% 32
FDCC
2006
Foster Dykema Cabot & Co
Massachusetts
$714M -$82.3M -10% 6.43% 34% 106
UBV
2007
United Bank (Virginia)
Virginia
$714M +$63.9M +10% 10.6% 55.6% 170
JVBC
2008
J.V. Bruni & Co
Colorado
$713M +$76M +12% 13.2% 75.3% 33
LRPA
2009
L. Roy Papp & Associates
Arizona
$713M +$51.3M +8% 10.7% 54.4% 170
NP
2010
Ninepoint Partners
Ontario, Canada
$712M +$117M +20% 8.69% 25.5% 97
CAM
2011
Cozad Asset Management
Illinois
$712M +$95.1M +15% 10.1% 89.3% 386
CWM
2012
Curi Wealth Management
North Carolina
$711M +$110M +18% 7.82% 16.3% 211
HMH
2013
Hackensack Meridian Health
New Jersey
$711M -$20.7M -3% 9.76% 41.2% 13
JAFL
2014
Jay A. Fishman Ltd
Michigan
$711M +$19.5M +3% 5.77% 102% 97
TWM
2015
Tradition Wealth Management
Minnesota
$708M +$42.8M +6% 7.05% 50.7% 1,244
AIM
2016
Aigen Investment Management
New York
$707M +$10M +1% 8.2% 38% 842
GG
2017
Greenwood Gearhart
Arkansas
$706M +$75.8M +12% 8.92% 62% 103
AH
2018
Allen Holding
New York
$705M +$68.6M +11% 10.6% 125% 16
TSS
2019
Two Sigma Securities
New York
$704M +$3.25M +0.5% 1.79% 24.1% 2,234
KL
2020
KWMG LLC
Kansas
$704M +$53.9M +8% 8.41% 43.5% 144
LNWTC
2021
Laird Norton Wetherby Trust Company
Washington
$704M +$264M +60% 6.59% 71.4% 119
SGCA
2022
Steel Grove Capital Advisors
Tennessee
$704M +$141M +25% 6.73% 76.8% 187
BBCM
2023
Broad Bay Capital Management
New York
$704M +$136M +24% 13.2% 214% 19
MPMG
2024
Minneapolis Portfolio Management Group
Minnesota
$702M +$103M +17% 20.9% 92.6% 30
TFA
2025
Transamerica Financial Advisors
Florida
$702M +$23.9M +4% 4.77% 50.1% 720