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
RGREA
2001
Ranger Global Real Estate Advisors
Colorado
$761M +$70.5M +10% 32
SFG
2002
SNS Financial Group
Minnesota
$761M +$24.3M +3% 199
CTC
2003
Chai Trust Company
Illinois
$760M +$28.6M +4% 22
CPA
2004
Cardiff Park Advisors
California
$760M +$44.9M +6% 333
SP
2005
ShawSpring Partners
Massachusetts
$759M +$129M +21% 7
PIMJS
2006
PKO Investment Management Joint-Stock
Poland
$758M +$70.9M +10% 146
UAS
2007
United Asset Strategies
New York
$758M +$40.5M +6% 247
WPC
2008
Wedmont Private Capital
Pennsylvania
$758M +$89.8M +13% 494
LG
2009
Leuthold Group
Minnesota
$757M +$15.1M +2% 225
BFG
2010
Bouchey Financial Group
New York
$757M +$62.8M +9% 104
EC
2011
Estate Counselors
Wisconsin
$757M +$41.6M +6% 177
TFA
2012
Transamerica Financial Advisors
Florida
$757M +$54.3M +8% 728
JIR
2013
James Investment Research
Ohio
$756M +$40.7M +6% 656
CAM
2014
Cozad Asset Management
Illinois
$755M +$44M +6% 391
AAP
2015
Arax Advisory Partners
Colorado
$755M +$32.7M +5% 1,326
MCM
2016
McKinley Capital Management
Alaska
$755M +$8.25M +1% 179
DWP
2017
Daymark Wealth Partners
Ohio
$754M +$188M +33% 304
PO
2018
Private Ocean
California
$752M -$53.7M -7% 703
NA
2019
Nottingham Advisors
New York
$751M +$13.6M +2% 154
BIC
2020
Beach Investment Counsel
Pennsylvania
$751M -$50.3M -6% 162
CAC
2021
Core Alternative Capital
Georgia
$749M -$37M -5% 512
ACP
2022
Aveo Capital Partners
Colorado
$749M +$84.3M +13% 375
SGCA
2023
Steel Grove Capital Advisors
Tennessee
$749M +$44.8M +6% 201
HI
2024
Helikon Investments
United Kingdom
$748M +$216M +41% 13
TAM
2025
TFG Asset Management
Cayman Islands
$747M +$50M +7% 76