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
MNBTD
2001
Moody National Bank Trust Division
Texas
$1.09B +$134M +14% 519
JMFC
2002
J.M. Forbes & Co
Massachusetts
$1.09B +$60.8M +6% 143
CISOA
2003
Capital Investment Services of America
Wisconsin
$1.09B +$106M +11% 84
CCFCSB
2004
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B $0 0% 189
NM
2005
NWI Management
New York
$1.09B +$339M +45% 49
JLBC
2006
J.L. Bainbridge & Co
Florida
$1.09B +$105M +11% 106
WC
2007
Woodstock Corp
Massachusetts
$1.09B +$75.7M +7% 159
PL
2008
Parkwood LLC
Ohio
$1.09B +$66.1M +6% 100
TF
2009
Tompkins Financial
New York
$1.09B +$42.8M +4% 583
SCM
2010
Sone Capital Management
New York
$1.08B +$112M +12% 131
TW
2011
TritonPoint Wealth
Maryland
$1.08B +$30.2M +3% 361
SFS
2012
Summit Financial Strategies
Ohio
$1.08B +$89M +9% 158
CNBT
2013
Canandaigua National Bank & Trust
New York
$1.08B +$76.5M +8% 319
BOPW
2014
Brandywine Oak Private Wealth
Pennsylvania
$1.08B +$60.5M +6% 239
TBC
2015
Tweedy, Browne Co
Connecticut
$1.08B -$49.9M -4% 92
CCG
2016
Clearlake Capital Group
California
$1.08B +$86.1M +9% 6
COLIM
2017
City of London Investment Management
United Kingdom
$1.08B +$141M +15% 94
AWA
2018
Amplius Wealth Advisors
Pennsylvania
$1.08B +$114M +12% 209
MGWM
2019
Marks Group Wealth Management
Minnesota
$1.08B +$35.9M +3% 321
MA
2020
MONECO Advisors
Connecticut
$1.07B +$109M +11% 487
KEM
2021
Kimmeridge Energy Management
New York
$1.07B -$152M -12% 4
NPIC
2022
Neumeier Poma Investment Counsel
California
$1.07B +$144M +15% 47
GIG
2023
Goodnow Investment Group
Connecticut
$1.07B +$146M +16% 27
ABI
2024
Abrams Bison Investments
Maryland
$1.07B +$154M +17% 9
PIS
2025
PPSC Investment Service
Japan
$1.07B +$198M +23% 7