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
FCP
2001
Fidelis Capital Partners
Florida
$1.1B +$157M +17% 465
KCMH
2002
Keywise Capital Management (HK)
Hong Kong
$1.1B +$190M +21% 15
HCM
2003
Hengehold Capital Management
Ohio
$1.1B +$45.4M +4% 217
AL
2004
Arnhold LLC
New York
$1.1B +$107M +11% 124
CCA
2005
Clearwater Capital Advisors
Illinois
$1.09B +$59.7M +6% 178
MNBTD
2006
Moody National Bank Trust Division
Texas
$1.09B +$134M +14% 519
JMFC
2007
J.M. Forbes & Co
Massachusetts
$1.09B +$60.8M +6% 143
CISOA
2008
Capital Investment Services of America
Wisconsin
$1.09B +$106M +11% 84
CCFCSB
2009
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09B $0 0% 189
NM
2010
NWI Management
New York
$1.09B +$339M +45% 49
JLBC
2011
J.L. Bainbridge & Co
Florida
$1.09B +$105M +11% 106
WC
2012
Woodstock Corp
Massachusetts
$1.09B +$75.7M +7% 159
PL
2013
Parkwood LLC
Ohio
$1.09B +$66.1M +6% 100
TF
2014
Tompkins Financial
New York
$1.09B +$42.8M +4% 583
SCM
2015
Sone Capital Management
New York
$1.08B +$112M +12% 131
TW
2016
TritonPoint Wealth
Maryland
$1.08B +$30.2M +3% 361
SFS
2017
Summit Financial Strategies
Ohio
$1.08B +$89M +9% 158
CNBT
2018
Canandaigua National Bank & Trust
New York
$1.08B +$76.5M +8% 319
BOPW
2019
Brandywine Oak Private Wealth
Pennsylvania
$1.08B +$60.5M +6% 239
TBC
2020
Tweedy, Browne Co
Connecticut
$1.08B -$49.9M -4% 92
CCG
2021
Clearlake Capital Group
California
$1.08B +$86.1M +9% 6
COLIM
2022
City of London Investment Management
United Kingdom
$1.08B +$141M +15% 94
AWA
2023
Amplius Wealth Advisors
Pennsylvania
$1.08B +$114M +12% 209
MGWM
2024
Marks Group Wealth Management
Minnesota
$1.08B +$35.9M +3% 321
MA
2025
MONECO Advisors
Connecticut
$1.07B +$109M +11% 487