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
CA
2001
CGN Advisors
Kansas
$1.03B +$34.6M +3% 298
TAM
2002
Taurus Asset Management
New York
$1.03B +$534K +0.1% 91
RIM
2003
Redwood Investment Management
Arizona
$1.03B -$101M -9% 390
PO
2004
Paradigm Operations
California
$1.02B +$220M +27% 1
TCM
2005
TCG Crossover Management
California
$1.02B -$157M -13% 41
RA
2006
Rational Advisors
New York
$1.02B -$16.2M -2% 186
BOPW
2007
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$9.74M -0.9% 244
CCA
2008
Clearwater Capital Advisors
Illinois
$1.02B -$4.72M -0.5% 181
SW
2009
SlateStone Wealth
Florida
$1.02B -$91.1M -8% 306
PCM
2010
Penn Capital Management
Pennsylvania
$1.02B -$69.9M -6% 181
TSAM
2011
Trinity Street Asset Management
United Kingdom
$1.02B +$15.9M +2% 15
KA
2012
Kovack Advisors
Florida
$1.02B +$74.8M +8% 646
KFGK
2013
Keystone Financial Group (Kentucky)
Kentucky
$1.02B +$235M +30% 409
6CM
2014
683 Capital Management
New York
$1.02B +$34.6M +4% 250
GAM
2015
Gemmer Asset Management
California
$1.02B +$16.7M +2% 162
CNBT
2016
Canandaigua National Bank & Trust
New York
$1.02B -$35.4M -3% 347
MGWM
2017
Marks Group Wealth Management
Minnesota
$1.02B -$32.2M -3% 302
GIG
2018
Goodnow Investment Group
Connecticut
$1.02B +$72.2M +8% 28
AL
2019
Arnhold LLC
New York
$1.01B -$15.9M -2% 121
MSFS
2020
Main Street Financial Solutions
Pennsylvania
$1.01B -$75.1M -7% 559
GA
2021
GRS Advisors
Illinois
$1.01B -$42.7M -4% 35
TCMI
2022
Technology Crossover Management IX
California
$1.01B +$245M +32% 6
WIM
2023
WealthPlan Investment Management
Nebraska
$1.01B +$24.6M +2% 288
FBFS
2024
First Business Financial Services
Wisconsin
$1.01B +$12.2M +1% 170
WDA
2025
Wendell David Associates
New Hampshire
$1.01B -$34.2M -3% 161