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
SIA
2001
Soltis Investment Advisors
Utah
$886M +$109M +14% 306
SFM
2002
Stack Financial Management
Montana
$886M +$27.2M +3% 46
SFG
2003
StrategIQ Financial Group
Indiana
$885M +$21.2M +2% 326
MHS
2004
M Holdings Securities
Oregon
$885M +$127M +17% 218
BCM
2005
Bowie Capital Management
Texas
$885M +$123M +16% 33
MIA
2006
MainStreet Investment Advisors
Illinois
$885M +$26.3M +3% 187
CCA
2007
Canyon Capital Advisors
Texas
$885M -$128M -13% 29
KCM
2008
Kynam Capital Management
New Jersey
$884M +$282M +47% 32
GGI
2009
Godsey & Gibb Inc
Virginia
$882M +$67.1M +8% 379
KWA
2010
Kingswood Wealth Advisors
California
$882M +$297M +51% 679
HH
2011
Hilltop Holdings
Texas
$882M +$75.6M +9% 641
JC
2012
Jacobs & Co
California
$882M +$79.2M +10% 125
PCMF
2013
Private Capital Management (Florida)
Florida
$881M +$52M +6% 141
LWM
2014
Lyell Wealth Management
California
$880M +$136M +18% 201
JFA
2015
JNBA Financial Advisors
Minnesota
$879M +$78.4M +10% 763
BGDI
2016
BW Gestao de Investimentos
Brazil
$879M +$68.9M +9% 105
PP
2017
PDS Planning
Ohio
$878M +$105M +14% 382
MGWM
2018
Marks Group Wealth Management
Minnesota
$877M +$69.7M +9% 297
MS
2019
Maven Securities
Jersey
$877M -$32.4M -4% 630
WCM
2020
Wealthcare Capital Management
Virginia
$877M +$60.5M +7% 90
TCM
2021
TD Capital Management
Tennessee
$876M +$59.9M +7% 442
TCG
2022
Tremblant Capital Group
Florida
$875M +$41.9M +5% 41
JAFL
2023
Jay A. Fishman Ltd
Michigan
$874M +$84.1M +11% 98
AIM
2024
Anchor Investment Management
South Carolina
$873M +$108M +14% 1,003
MAS
2025
Meeder Advisory Services
Ohio
$873M +$77.7M +10% 437