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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFG
2001
SNS Financial Group
Minnesota
$761M +$24.3M +3% 5.86% 41.8% 199
CTC
2002
Chai Trust Company
Illinois
$760M +$28.6M +4% 5.71% 15.5% 22
CPA
2003
Cardiff Park Advisors
California
$760M +$44.9M +6% 11.4% 86.6% 333
SP
2004
ShawSpring Partners
Massachusetts
$759M +$129M +21% 23.5% 50.2% 7
PIMJS
2005
PKO Investment Management Joint-Stock
Poland
$758M +$70.9M +10% 8.46% 65% 146
UAS
2006
United Asset Strategies
New York
$758M +$40.5M +6% 8.64% 89.4% 247
WPC
2007
Wedmont Private Capital
Pennsylvania
$758M +$89.8M +13% 7.5% 65.5% 494
LG
2008
Leuthold Group
Minnesota
$757M +$15.1M +2% 7.87% 96.5% 225
BFG
2009
Bouchey Financial Group
New York
$757M +$62.8M +9% 7.64% 50.5% 104
EC
2010
Estate Counselors
Wisconsin
$757M +$41.6M +6% 3.49% 43.1% 177
TFA
2011
Transamerica Financial Advisors
Florida
$757M +$54.3M +8% 5.44% 50.1% 728
JIR
2012
James Investment Research
Ohio
$756M +$40.7M +6% 6.56% 82.5% 656
CAM
2013
Cozad Asset Management
Illinois
$755M +$44M +6% 7.33% 89.3% 391
AAP
2014
Arax Advisory Partners
Colorado
$755M +$32.7M +5% 4.68% 43.8% 1,326
MCM
2015
McKinley Capital Management
Alaska
$755M +$8.25M +1% 10.6% 63.3% 179
DWP
2016
Daymark Wealth Partners
Ohio
$754M +$188M +33% 7.07% – 304
PO
2017
Private Ocean
California
$752M -$53.7M -7% 4.29% 2.79% 703
NA
2018
Nottingham Advisors
New York
$751M +$13.6M +2% 4.74% 36.7% 154
BIC
2019
Beach Investment Counsel
Pennsylvania
$751M -$50.3M -6% 1.86% 36% 162
CAC
2020
Core Alternative Capital
Georgia
$749M -$37M -5% 3.08% 54.6% 512
ACP
2021
Aveo Capital Partners
Colorado
$749M +$84.3M +13% 5.24% 19.1% 375
SGCA
2022
Steel Grove Capital Advisors
Tennessee
$749M +$44.8M +6% 7.5% 76.8% 201
HI
2023
Helikon Investments
United Kingdom
$748M +$216M +41% 20.3% 359% 13
TAM
2024
TFG Asset Management
Cayman Islands
$747M +$50M +7% 3.53% 44% 76
AAA
2025
Adams Asset Advisors
Texas
$747M +$1.17M +0.2% 1.07% 26.3% 87
79 80
81
82 83