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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VV
2001
Verity & Verity
South Carolina
$815M +$32M +4% 2.08% 47.2% 121
CPA
2002
Cardiff Park Advisors
California
$814M +$54.2M +7% 8.49% 86.6% 328
FG
2003
Fiduciary Group
Georgia
$814M +$44.8M +6% 6.48% 57.5% 245
UBV
2004
United Bank (Virginia)
Virginia
$813M +$30.7M +4% 6.79% 55.6% 166
AI
2005
Aperture Investors
New York
$813M +$102M +14% 11% 129% 89
SAM
2006
Sawgrass Asset Management
Florida
$812M +$42.5M +6% 9.61% 77.6% 196
TA
2007
Tectonic Advisors
Texas
$812M +$80.9M +11% 3.66% 36.2% 249
ORI
2008
Oak Ridge Investments
Illinois
$811M +$72.1M +10% 14% 166% 155
FBFS
2009
First Business Financial Services
Wisconsin
$811M +$13.9M +2% 5.56% 56.9% 180
SW
2010
SoFi Wealth
California
$810M +$67.9M +9% 4.94% 48.7% 11
HH
2011
Hilltop Holdings
Texas
$810M +$71.7M +10% 4.89% 61.2% 614
HP
2012
Harvey Partners
New York
$809M +$17.2M +2% 9.56% 117% 44
KL
2013
KWMG LLC
Kansas
$808M +$66.7M +9% 3.34% 43.5% 140
CCA
2014
Castle Creek Arbitrage
Colorado
$806M -$102M -11% 1.88% 16.2% 488
FWM
2015
FFT Wealth Management
Pennsylvania
$805M -$581K -0.1% 6% 56.3% 143
PWMAG
2016
Pinnacle Wealth Management Advisory Group
New Jersey
$804M +$64M +9% 6.6% 62.4% 353
JMFC
2017
J.M. Forbes & Co
Massachusetts
$804M +$72.4M +10% 9.14% 89.1% 128
AVLSA
2018
Atlas Venture Life Science Advisors
Massachusetts
$804M +$65M +9% 23.6% 287% 16
AAM
2019
ACK Asset Management
Connecticut
$803M +$148M +23% 15.1% 114% 25
UAS
2020
United Asset Strategies
New York
$802M +$44.1M +6% 9.01% 89.4% 247
GA
2021
Geller Advisors
New York
$802M +$124M +18% 7.39% 20.4% 257
CAM
2022
Cozad Asset Management
Illinois
$802M +$46.2M +6% 8.59% 89.3% 397
JLBC
2023
J.L. Bainbridge & Co
Florida
$802M +$73.8M +10% 12.3% 94.7% 80
GSIS
2024
Global Strategic Investment Solutions
Arizona
$801M +$103M +15% 4.14% 43.2% 147
LGWM
2025
Litman Gregory Wealth Management
California
$801M +$533M +198% 3.79% 41.2% 113
79 80
81
82 83