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
CPA
2001
Cardiff Park Advisors
California
$715M +$77.2M +12% 331
APC
2002
Alta Park Capital
California
$714M +$219M +44% 30
AC
2003
AltraVue Capital
Washington
$714M +$45.5M +7% 32
FDCC
2004
Foster Dykema Cabot & Co
Massachusetts
$714M -$82.3M -10% 106
UBV
2005
United Bank (Virginia)
Virginia
$714M +$63.9M +10% 170
JVBC
2006
J.V. Bruni & Co
Colorado
$713M +$76M +12% 33
LRPA
2007
L. Roy Papp & Associates
Arizona
$713M +$51.3M +8% 170
NP
2008
Ninepoint Partners
Ontario, Canada
$712M +$117M +20% 97
CAM
2009
Cozad Asset Management
Illinois
$712M +$95.1M +15% 386
CWM
2010
Curi Wealth Management
North Carolina
$711M +$110M +18% 211
HMH
2011
Hackensack Meridian Health
New Jersey
$711M -$20.7M -3% 13
JAFL
2012
Jay A. Fishman Ltd
Michigan
$711M +$19.5M +3% 97
TWM
2013
Tradition Wealth Management
Minnesota
$708M +$42.8M +6% 1,245
CT
2014
Caldwell Trust
Florida
$707M +$33.8M +5% 752
AIM
2015
Aigen Investment Management
New York
$707M +$10M +1% 842
GG
2016
Greenwood Gearhart
Arkansas
$706M +$75.8M +12% 103
AH
2017
Allen Holding
New York
$705M +$68.6M +11% 16
TSS
2018
Two Sigma Securities
New York
$704M +$3.25M +0.5% 2,234
KL
2019
KWMG LLC
Kansas
$704M +$53.9M +8% 144
LNWTC
2020
Laird Norton Wetherby Trust Company
Washington
$704M +$264M +60% 119
SGCA
2021
Steel Grove Capital Advisors
Tennessee
$704M +$141M +25% 187
BBCM
2022
Broad Bay Capital Management
New York
$704M +$136M +24% 19
MPMG
2023
Minneapolis Portfolio Management Group
Minnesota
$702M +$103M +17% 30
TFA
2024
Transamerica Financial Advisors
Florida
$702M +$23.9M +4% 720
SP
2025
Stairway Partners
Illinois
$701M +$85.1M +14% 10