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
LGWM
2001
Litman Gregory Wealth Management
California
$716M +$90.5M +14% 82
EC
2002
Estate Counselors
Wisconsin
$715M +$68.7M +11% 195
JIR
2003
James Investment Research
Ohio
$715M +$14.1M +2% 619
CPA
2004
Cardiff Park Advisors
California
$715M +$77.2M +12% 331
APC
2005
Alta Park Capital
California
$714M +$219M +44% 30
AC
2006
AltraVue Capital
Washington
$714M +$45.5M +7% 32
FDCC
2007
Foster Dykema Cabot & Co
Massachusetts
$714M -$82.3M -10% 106
UBV
2008
United Bank (Virginia)
Virginia
$714M +$63.9M +10% 170
JVBC
2009
J.V. Bruni & Co
Colorado
$713M +$76M +12% 33
LRPA
2010
L. Roy Papp & Associates
Arizona
$713M +$51.3M +8% 170
NP
2011
Ninepoint Partners
Ontario, Canada
$712M +$117M +20% 97
CAM
2012
Cozad Asset Management
Illinois
$712M +$95.1M +15% 386
CWM
2013
Curi Wealth Management
North Carolina
$711M +$110M +18% 211
HMH
2014
Hackensack Meridian Health
New Jersey
$711M -$20.7M -3% 13
JAFL
2015
Jay A. Fishman Ltd
Michigan
$711M +$19.5M +3% 97
TWM
2016
Tradition Wealth Management
Minnesota
$708M +$42.8M +6% 1,244
CT
2017
Caldwell Trust
Florida
$707M +$33.8M +5% 752
AIM
2018
Aigen Investment Management
New York
$707M +$10M +1% 842
GG
2019
Greenwood Gearhart
Arkansas
$706M +$75.8M +12% 103
AH
2020
Allen Holding
New York
$705M +$68.6M +11% 16
TSS
2021
Two Sigma Securities
New York
$704M +$3.25M +0.5% 2,234
KL
2022
KWMG LLC
Kansas
$704M +$53.9M +8% 144
LNWTC
2023
Laird Norton Wetherby Trust Company
Washington
$704M +$264M +60% 119
SGCA
2024
Steel Grove Capital Advisors
Tennessee
$704M +$141M +25% 187
BBCM
2025
Broad Bay Capital Management
New York
$704M +$136M +24% 19