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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CA
2001
Callahan Advisors
Texas
$953M +$91.5M +11% 11.8% 75.1% 147
FFS
2002
Founders Financial Securities
Maryland
$953M +$52M +6% 8.12% 52.4% 428
KGI
2003
Kopernik Global Investors
Florida
$953M -$12.2M -1% 5.84% 119% 35
JFA
2004
JNBA Financial Advisors
Minnesota
$952M +$72.9M +8% 6.86% 46.1% 737
PP
2005
PDS Planning
Ohio
$952M +$73.8M +8% 6.74% 45.6% 402
LGM
2006
Logos Global Management
California
$950M +$50.8M +6% 31.1% 432% 74
GGI
2007
Godsey & Gibb Inc
Virginia
$950M +$67.5M +8% 7.3% 56.2% 426
SL
2008
Sonnipe Ltd
Isle Of Man
$949M +$141M +18% 20.1% – 21
CIS
2009
Connors Investor Services
Pennsylvania
$949M +$58.2M +7% 12.7% 117% 167
MIA
2010
MMBG Investment Advisors
Florida
$948M +$98.3M +12% 15.5% 109% 163
AAP
2011
Arax Advisory Partners
Colorado
$948M +$50.5M +6% 5.97% 43.8% 1,407
DLIC
2012
Daido Life Insurance Company
Japan
$947M +$61.1M +7% 9.9% 61.5% 6
BWC
2013
Blue Whale Capital
United Kingdom
$947M +$168M +21% 23.5% 215% 18
PIM
2014
Penobscot Investment Management
Massachusetts
$947M +$93.4M +11% 11.8% 84.3% 307
AL
2015
Arnhold LLC
New York
$945M +$50.1M +6% 9.24% 77.1% 130
JC
2016
Jacobs & Co
California
$945M +$63M +7% 10.6% 71.6% 124
PO
2017
Private Ocean
California
$944M -$63.3M -6% 4.57% 2.79% 576
PP
2018
Pegasus Partners
Wisconsin
$944M +$87.3M +10% 8.82% 32.6% 159
BST
2019
Bath Savings Trust
Maine
$942M +$50M +6% 7.71% 59.3% 172
BFS
2020
Bard Financial Services
Connecticut
$941M +$49.5M +6% 8.96% 64.1% 241
JLBC
2021
J.L. Bainbridge & Co
Florida
$940M +$122M +15% 13.6% 94.7% 93
SMC
2022
Smith, Moore & Co
Missouri
$938M +$89.8M +11% 8.33% 51.1% 443
SVWAG
2023
Sound View Wealth Advisors Group
Georgia
$938M +$31.6M +3% 8.12% 57.4% 397
ET
2024
Entropy Technologies
New York
$938M +$399M +74% 6.1% – 913
TCM
2025
TD Capital Management
Tennessee
$938M +$61.8M +7% 6.05% 36.1% 556
79 80
81
82 83