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
UAS
2001
United Asset Strategies
New York
$890M +$117M +15% 254
RM
2002
Redpoint Management
California
$890M +$404M +83% 10
KI
2003
Koch Industries
Kansas
$889M -$257M -22% 9
EC
2004
Euclidean Capital
New York
$889M +$430M +94% 13
SAM
2005
Sawgrass Asset Management
Florida
$887M +$65M +8% 215
FFW
2006
Fusion Family Wealth
New York
$887M +$78.5M +10% 47
CC
2007
Criteria Caixa
Spain
$887M +$84.4M +11% 27
DLIC
2008
Daido Life Insurance Company
Japan
$886M +$125M +16% 6
SIA
2009
Soltis Investment Advisors
Utah
$886M +$109M +14% 306
SFM
2010
Stack Financial Management
Montana
$886M +$27.2M +3% 46
SFG
2011
StrategIQ Financial Group
Indiana
$885M +$21.2M +2% 326
MHS
2012
M Holdings Securities
Oregon
$885M +$127M +17% 218
BCM
2013
Bowie Capital Management
Texas
$885M +$123M +16% 33
MIA
2014
MainStreet Investment Advisors
Illinois
$885M +$26.3M +3% 187
CCA
2015
Canyon Capital Advisors
Texas
$885M -$128M -13% 29
KCM
2016
Kynam Capital Management
New Jersey
$884M +$282M +47% 32
GGI
2017
Godsey & Gibb Inc
Virginia
$882M +$67.1M +8% 379
KWA
2018
Kingswood Wealth Advisors
California
$882M +$297M +51% 679
HH
2019
Hilltop Holdings
Texas
$882M +$75.6M +9% 641
JC
2020
Jacobs & Co
California
$882M +$79.2M +10% 125
PCMF
2021
Private Capital Management (Florida)
Florida
$881M +$52M +6% 141
LWM
2022
Lyell Wealth Management
California
$880M +$136M +18% 201
JFA
2023
JNBA Financial Advisors
Minnesota
$879M +$78.4M +10% 763
BGDI
2024
BW Gestao de Investimentos
Brazil
$879M +$68.9M +9% 105
PP
2025
PDS Planning
Ohio
$878M +$105M +14% 382