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
MFG
2001
Magnus Financial Group
New York
$1.04B +$51.6M +5% 381
AIP
2002
AE Industrial Partners
Florida
$1.03B 5
PTC
2003
Petrus Trust Company
Texas
$1.03B +$7.36M +0.7% 772
NPIC
2004
Neumeier Poma Investment Counsel
California
$1.03B -$18.1M -2% 48
LA
2005
Legacy Advisors
Pennsylvania
$1.03B +$107M +12% 428
CA
2006
CGN Advisors
Kansas
$1.03B +$34.6M +3% 298
TAM
2007
Taurus Asset Management
New York
$1.03B +$534K +0.1% 91
RIM
2008
Redwood Investment Management
Arizona
$1.03B -$101M -9% 390
PO
2009
Paradigm Operations
California
$1.02B +$220M +27% 1
TCM
2010
TCG Crossover Management
California
$1.02B -$157M -13% 41
RA
2011
Rational Advisors
New York
$1.02B -$16.2M -2% 186
BOPW
2012
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$9.74M -0.9% 244
CCA
2013
Clearwater Capital Advisors
Illinois
$1.02B -$4.72M -0.5% 181
SW
2014
SlateStone Wealth
Florida
$1.02B -$91.1M -8% 306
PCM
2015
Penn Capital Management
Pennsylvania
$1.02B -$69.9M -6% 181
TSAM
2016
Trinity Street Asset Management
United Kingdom
$1.02B +$15.9M +2% 15
KA
2017
Kovack Advisors
Florida
$1.02B +$74.8M +8% 646
KFGK
2018
Keystone Financial Group (Kentucky)
Kentucky
$1.02B +$235M +30% 409
6CM
2019
683 Capital Management
New York
$1.02B +$34.6M +4% 250
GAM
2020
Gemmer Asset Management
California
$1.02B +$16.7M +2% 162
CNBT
2021
Canandaigua National Bank & Trust
New York
$1.02B -$35.4M -3% 347
MGWM
2022
Marks Group Wealth Management
Minnesota
$1.02B -$32.2M -3% 302
GIG
2023
Goodnow Investment Group
Connecticut
$1.02B +$72.2M +8% 28
AL
2024
Arnhold LLC
New York
$1.01B -$15.9M -2% 121
MSFS
2025
Main Street Financial Solutions
Pennsylvania
$1.01B -$75.1M -7% 559