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
SFS
2001
Summit Financial Strategies
Ohio
$992M +$85.5M +9% 156
CC
2002
Clearline Capital
New York
$991M +$236M +31% 133
RA
2003
Rational Advisors
New York
$991M -$32M -3% 130
CCG
2004
Clearlake Capital Group
California
$991M -$235M -19% 6
QI
2005
QV Investors
Alberta, Canada
$990M +$20.5M +2% 69
AL
2006
Arnhold LLC
New York
$990M -$24.6M -2% 121
BBA
2007
Baader Bank Aktiengesellschaft
Germany
$990M -$98.1M -9% 458
TCBWMS
2008
Texas Capital Bank Wealth Management Services
Texas
$990M +$11.8M +1% 218
LOIM
2009
Liberty One Investment Management
Illinois
$988M +$65.4M +7% 155
TSAM
2010
Trinity Street Asset Management
United Kingdom
$988M -$30.9M -3% 17
RIA
2011
Retirement Investment Advisors
Oklahoma
$988M +$39.4M +4% 63
TCM
2012
TD Capital Management
Tennessee
$987M +$3.14M +0.3% 721
MW
2013
MBL Wealth
North Carolina
$987M -$6.79M -0.7% 240
CISOA
2014
Capital Investment Services of America
Wisconsin
$987M -$62.5M -6% 79
TAM
2015
Taurus Asset Management
New York
$986M -$41.7M -4% 89
WCM
2016
Wealthcare Capital Management
Virginia
$986M -$6.76M -0.7% 96
FC
2017
FORA Capital
Florida
$986M +$112M +13% 670
6CM
2018
683 Capital Management
New York
$986M -$30.6M -3% 242
KFGK
2019
Keystone Financial Group (Kentucky)
Kentucky
$984M -$33.1M -3% 415
JLBC
2020
J.L. Bainbridge & Co
Florida
$984M -$76.7M -7% 104
KL
2021
KWMG LLC
Kansas
$983M +$11.7M +1% 147
TCMX
2022
Technology Crossover Management XI
California
$982M +$116M +13% 3
RWM
2023
Rockwood Wealth Management
Pennsylvania
$981M +$55.1M +6% 104
SFG
2024
SNS Financial Group
Minnesota
$981M +$6.36M +0.7% 197
TFA
2025
Transamerica Financial Advisors
Florida
$980M -$30.6M -3% 595