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
JLBC
2001
J.L. Bainbridge & Co
Florida
$1.09B +$105M +11% 106
WC
2002
Woodstock Corp
Massachusetts
$1.09B +$75.7M +7% 159
PL
2003
Parkwood LLC
Ohio
$1.09B +$66.1M +6% 100
TF
2004
Tompkins Financial
New York
$1.09B +$42.8M +4% 583
SCM
2005
Sone Capital Management
New York
$1.08B +$112M +12% 131
TW
2006
TritonPoint Wealth
Maryland
$1.08B +$30.2M +3% 361
SFS
2007
Summit Financial Strategies
Ohio
$1.08B +$89M +9% 158
CNBT
2008
Canandaigua National Bank & Trust
New York
$1.08B +$76.5M +8% 319
BOPW
2009
Brandywine Oak Private Wealth
Pennsylvania
$1.08B +$60.5M +6% 239
TBC
2010
Tweedy, Browne Co
Connecticut
$1.08B -$49.9M -4% 92
CCG
2011
Clearlake Capital Group
California
$1.08B +$86.1M +9% 6
COLIM
2012
City of London Investment Management
United Kingdom
$1.08B +$141M +15% 94
AWA
2013
Amplius Wealth Advisors
Pennsylvania
$1.08B +$114M +12% 209
MGWM
2014
Marks Group Wealth Management
Minnesota
$1.08B +$35.9M +3% 321
MA
2015
MONECO Advisors
Connecticut
$1.07B +$109M +11% 487
KEM
2016
Kimmeridge Energy Management
New York
$1.07B -$152M -12% 4
NPIC
2017
Neumeier Poma Investment Counsel
California
$1.07B +$144M +15% 47
GIG
2018
Goodnow Investment Group
Connecticut
$1.07B +$146M +16% 27
ABI
2019
Abrams Bison Investments
Maryland
$1.07B +$154M +17% 9
PIS
2020
PPSC Investment Service
Japan
$1.07B +$198M +23% 7
TCBWMS
2021
Texas Capital Bank Wealth Management Services
Texas
$1.07B +$81.2M +8% 229
IHAM
2022
Integral Health Asset Management
New York
$1.07B +$168M +19% 98
ACA
2023
Abdiel Capital Advisors
New York
$1.07B +$99.8M +10% 8
SW
2024
SlateStone Wealth
Florida
$1.07B +$73.3M +7% 302
GGI
2025
Godsey & Gibb Inc
Virginia
$1.07B +$51.3M +5% 407