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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CCA
2001
Canyon Capital Advisors
Texas
$885M -$128M -13% 8.69% 29.4% 29
KCM
2002
Kynam Capital Management
New Jersey
$884M +$282M +47% 31.7% 164% 32
GGI
2003
Godsey & Gibb Inc
Virginia
$882M +$67.1M +8% 10.5% 56.2% 379
KWA
2004
Kingswood Wealth Advisors
California
$882M +$297M +51% 12.3% – 679
HH
2005
Hilltop Holdings
Texas
$882M +$75.6M +9% 9.92% 61.2% 641
JC
2006
Jacobs & Co
California
$882M +$79.2M +10% 11.3% 71.6% 125
PCMF
2007
Private Capital Management (Florida)
Florida
$881M +$52M +6% 9.38% 117% 141
LWM
2008
Lyell Wealth Management
California
$880M +$136M +18% 15.5% 124% 201
JFA
2009
JNBA Financial Advisors
Minnesota
$879M +$78.4M +10% 10.4% 46.1% 763
BGDI
2010
BW Gestao de Investimentos
Brazil
$879M +$68.9M +9% 3.17% 26.8% 105
PP
2011
PDS Planning
Ohio
$878M +$105M +14% 9.23% 45.6% 382
MGWM
2012
Marks Group Wealth Management
Minnesota
$877M +$69.7M +9% 11.8% 69.3% 297
MS
2013
Maven Securities
Jersey
$877M -$32.4M -4% 2.12% 18.1% 630
WCM
2014
Wealthcare Capital Management
Virginia
$877M +$60.5M +7% 8.46% 31.2% 90
TCM
2015
TD Capital Management
Tennessee
$876M +$59.9M +7% 7.96% 36.1% 442
TCG
2016
Tremblant Capital Group
Florida
$875M +$41.9M +5% 16.1% 148% 41
JAFL
2017
Jay A. Fishman Ltd
Michigan
$874M +$84.1M +11% 13.7% 102% 98
AIM
2018
Anchor Investment Management
South Carolina
$873M +$108M +14% 9.7% 58.6% 1,003
MAS
2019
Meeder Advisory Services
Ohio
$873M +$77.7M +10% 10.6% – 437
VV
2020
Verity & Verity
South Carolina
$873M +$74.2M +9% 9.53% 47.2% 111
SAF
2021
Smith Anglin Financial
Texas
$871M +$48.9M +6% 10.4% 52.7% 196
ACGDR
2022
Atmos Capital Gestao de Recursos
Brazil
$871M +$75.1M +9% 18.2% 350% 15
MIM
2023
Morningstar Investment Management
Illinois
$870M +$141M +19% 8.39% 44.6% 212
HH
2024
HSG Holding
Hong Kong
$869M -$63.1M -7% 13.9% 5.32% 20
ORI
2025
Oak Ridge Investments
Illinois
$869M +$85.5M +11% 13.5% 166% 156
79 80
81
82 83