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
TW
2001
TritonPoint Wealth
Maryland
$957M -$68.1M -7% 327
MGWM
2002
Marks Group Wealth Management
Minnesota
$957M +$79.2M +9% 307
HIA
2003
Harbor Investment Advisory
Maryland
$957M +$90.1M +10% 1,370
SI
2004
Symmetry Investments
Jersey
$955M +$409M +75% 241
TCA
2005
Teewinot Capital Advisers
New York
$955M +$294M +44% 27
SCB
2006
Saudi Central Bank
Saudi Arabia
$954M +$130M +16% 7
AIM
2007
Anchor Investment Management
South Carolina
$954M +$80.6M +9% 1,065
FAT
2008
First American Trust
California
$954M +$146M +18% 224
GMP
2009
Great Mountain Partners
Connecticut
$954M -$129M -12% 2
TCMX
2010
Technology Crossover Management X
California
$954M +$105M +12% 6
CA
2011
Callahan Advisors
Texas
$953M +$91.5M +11% 147
FFS
2012
Founders Financial Securities
Maryland
$953M +$52M +6% 428
KGI
2013
Kopernik Global Investors
Florida
$953M -$12.2M -1% 35
JFA
2014
JNBA Financial Advisors
Minnesota
$952M +$72.9M +8% 737
PP
2015
PDS Planning
Ohio
$952M +$73.8M +8% 402
LGM
2016
Logos Global Management
California
$950M +$50.8M +6% 74
GGI
2017
Godsey & Gibb Inc
Virginia
$950M +$67.5M +8% 426
SL
2018
Sonnipe Ltd
Isle Of Man
$949M +$141M +18% 21
CIS
2019
Connors Investor Services
Pennsylvania
$949M +$58.2M +7% 167
MIA
2020
MMBG Investment Advisors
Florida
$948M +$98.3M +12% 163
AAP
2021
Arax Advisory Partners
Colorado
$948M +$50.5M +6% 1,407
DLIC
2022
Daido Life Insurance Company
Japan
$947M +$61.1M +7% 6
BWC
2023
Blue Whale Capital
United Kingdom
$947M +$168M +21% 18
PIM
2024
Penobscot Investment Management
Massachusetts
$947M +$93.4M +11% 307
AL
2025
Arnhold LLC
New York
$945M +$50.1M +6% 130