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
MIA
2001
MainStreet Investment Advisors
Illinois
$885M +$26.3M +3% 187
CCA
2002
Canyon Capital Advisors
Texas
$885M -$128M -13% 29
KCM
2003
Kynam Capital Management
New Jersey
$884M +$282M +47% 32
GGI
2004
Godsey & Gibb Inc
Virginia
$882M +$67.1M +8% 379
KWA
2005
Kingswood Wealth Advisors
California
$882M +$297M +51% 679
HH
2006
Hilltop Holdings
Texas
$882M +$75.6M +9% 641
JC
2007
Jacobs & Co
California
$882M +$79.2M +10% 125
PCMF
2008
Private Capital Management (Florida)
Florida
$881M +$52M +6% 141
LWM
2009
Lyell Wealth Management
California
$880M +$136M +18% 201
JFA
2010
JNBA Financial Advisors
Minnesota
$879M +$78.4M +10% 763
BGDI
2011
BW Gestao de Investimentos
Brazil
$879M +$68.9M +9% 105
PP
2012
PDS Planning
Ohio
$878M +$105M +14% 382
MGWM
2013
Marks Group Wealth Management
Minnesota
$877M +$69.7M +9% 297
MS
2014
Maven Securities
Jersey
$877M -$32.4M -4% 630
WCM
2015
Wealthcare Capital Management
Virginia
$877M +$60.5M +7% 90
TCM
2016
TD Capital Management
Tennessee
$876M +$59.9M +7% 442
TCG
2017
Tremblant Capital Group
Florida
$875M +$41.9M +5% 41
JAFL
2018
Jay A. Fishman Ltd
Michigan
$874M +$84.1M +11% 98
AIM
2019
Anchor Investment Management
South Carolina
$873M +$108M +14% 1,003
MAS
2020
Meeder Advisory Services
Ohio
$873M +$77.7M +10% 437
VV
2021
Verity & Verity
South Carolina
$873M +$74.2M +9% 111
SAF
2022
Smith Anglin Financial
Texas
$871M +$48.9M +6% 196
ACGDR
2023
Atmos Capital Gestao de Recursos
Brazil
$871M +$75.1M +9% 15
MIM
2024
Morningstar Investment Management
Illinois
$870M +$141M +19% 212
HH
2025
HSG Holding
Hong Kong
$869M -$63.1M -7% 20