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
SCM
2001
Simcoe Capital Management
New York
$765M -$72.4M -9% 14
HCM
2002
Hilton Capital Management
New York
$764M +$4.72M +0.6% 127
AAIM
2003
Asset Advisors Investment Management
Georgia
$764M +$5.37M +0.7% 90
MCM
2004
Manchester Capital Management
Vermont
$764M +$84.1M +12% 1,133
CFD
2005
Creative Financial Designs
Indiana
$764M +$86.5M +13% 1,454
VI
2006
Versor Investments
New York
$763M -$401M -34% 939
MFA
2007
Mayflower Financial Advisors
Massachusetts
$761M +$40.8M +6% 375
RGREA
2008
Ranger Global Real Estate Advisors
Colorado
$761M +$70.5M +10% 32
SFG
2009
SNS Financial Group
Minnesota
$761M +$24.3M +3% 199
CTC
2010
Chai Trust Company
Illinois
$760M +$28.6M +4% 22
CPA
2011
Cardiff Park Advisors
California
$760M +$44.9M +6% 333
SP
2012
ShawSpring Partners
Massachusetts
$759M +$129M +21% 7
PIMJS
2013
PKO Investment Management Joint-Stock
Poland
$758M +$70.9M +10% 146
UAS
2014
United Asset Strategies
New York
$758M +$40.5M +6% 247
WPC
2015
Wedmont Private Capital
Pennsylvania
$758M +$89.8M +13% 494
LG
2016
Leuthold Group
Minnesota
$757M +$15.1M +2% 225
BFG
2017
Bouchey Financial Group
New York
$757M +$62.8M +9% 104
EC
2018
Estate Counselors
Wisconsin
$757M +$41.6M +6% 177
TFA
2019
Transamerica Financial Advisors
Florida
$757M +$54.3M +8% 728
JIR
2020
James Investment Research
Ohio
$756M +$40.7M +6% 656
CAM
2021
Cozad Asset Management
Illinois
$755M +$44M +6% 391
AAP
2022
Arax Advisory Partners
Colorado
$755M +$32.7M +5% 1,326
MG
2023
Marex Group
$755M +$51.4M +7% 349
MCM
2024
McKinley Capital Management
Alaska
$755M +$8.25M +1% 179
DWP
2025
Daymark Wealth Partners
Ohio
$754M +$188M +33% 304