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
ODIJL
2001
One Day In July LLC
Vermont
$999M +$44.9M +5% 141
WTB
2002
Washington Trust Bank
Washington
$998M -$42.8M -4% 225
FG
2003
Fiduciary Group
Georgia
$998M +$964K +0.1% 276
CCS
2004
Concentric Capital Strategies
Connecticut
$997M -$588M -37% 324
AC
2005
AltraVue Capital
Washington
$997M -$204M -17% 28
SW
2006
SlateStone Wealth
Florida
$996M -$23.2M -2% 301
SCM
2007
SG Capital Management
Illinois
$995M +$85.6M +9% 71
SAI
2008
Savvy Advisors Inc
New York
$994M +$163M +20% 540
ACM
2009
AlphaStar Capital Management
North Carolina
$994M +$37.2M +4% 210
KA
2010
Kintegral Advisory
New York
$992M -$67.1M -6% 238
PCM
2011
Prelude Capital Management
New York
$992M -$199M -17% 1,493
SFS
2012
Summit Financial Strategies
Ohio
$992M +$85.5M +9% 156
CC
2013
Clearline Capital
New York
$991M +$236M +31% 133
RA
2014
Rational Advisors
New York
$991M -$32M -3% 130
CCG
2015
Clearlake Capital Group
California
$991M -$235M -19% 6
QI
2016
QV Investors
Alberta, Canada
$990M +$20.5M +2% 69
AL
2017
Arnhold LLC
New York
$990M -$24.6M -2% 121
BBA
2018
Baader Bank Aktiengesellschaft
Germany
$990M -$98.1M -9% 458
TCBWMS
2019
Texas Capital Bank Wealth Management Services
Texas
$990M +$11.8M +1% 218
LOIM
2020
Liberty One Investment Management
Illinois
$988M +$65.4M +7% 155
TSAM
2021
Trinity Street Asset Management
United Kingdom
$988M -$30.9M -3% 17
RIA
2022
Retirement Investment Advisors
Oklahoma
$988M +$39.4M +4% 63
TCM
2023
TD Capital Management
Tennessee
$987M +$3.14M +0.3% 721
MW
2024
MBL Wealth
North Carolina
$987M -$6.79M -0.7% 240
CISOA
2025
Capital Investment Services of America
Wisconsin
$987M -$62.5M -6% 79