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
HCM
2001
Hengehold Capital Management
Ohio
$1.17B +$74.7M +7% 220
EC
2002
Elequin Capital
New York
$1.17B +$448M +62% 383
FFBTD
2003
First Financial Bank - Trust Division
Ohio
$1.17B +$33.2M +3% 216
AIP
2004
Alexis Investment Partners
Texas
$1.17B +$938M +404% 100
PIMJS
2005
PKO Investment Management Joint-Stock
Poland
$1.17B +$240M +26% 213
HFM
2006
Hartford Funds Management
Pennsylvania
$1.17B +$5.57M +0.5% 102
JAFL
2007
Jay A. Fishman Ltd
Michigan
$1.17B +$122M +12% 85
SFS
2008
Summit Financial Strategies
Ohio
$1.17B +$86M +8% 161
TW
2009
TritonPoint Wealth
Maryland
$1.17B +$85.5M +8% 357
JEST
2010
JTC Employer Solutions Trustee
Jersey
$1.17B +$117M +11% 327
EC
2011
Estate Counselors
Wisconsin
$1.16B +$147M +14% 110
SSP
2012
Sixth Street Partners
Texas
$1.16B -$95.8M -8% 8
CFFNO
2013
Common Fund For Nonprofit Organizations
Connecticut
$1.16B +$195M +20% 28
WP
2014
Waycross Partners
Kentucky
$1.16B +$101M +10% 98
TIA
2015
Traphagen Investment Advisors
New Jersey
$1.16B +$106M +10% 201
ACM
2016
AlphaStar Capital Management
North Carolina
$1.16B -$263M -18% 377
CC
2017
Clearline Capital
New York
$1.16B +$21.7M +2% 138
AO
2018
Advisor OS
Illinois
$1.16B +$142M +14% 507
AWA
2019
Amplius Wealth Advisors
Pennsylvania
$1.16B +$81.7M +8% 208
HCM
2020
Hodges Capital Management
Texas
$1.16B +$125M +12% 224
QI
2021
QV Investors
Alberta, Canada
$1.16B +$136M +13% 71
MIC
2022
Means Investment Company
Maine
$1.16B +$99.8M +9% 197
GXJ
2023
Global X Japan
Japan
$1.16B +$169M +17% 363
SW
2024
SlateStone Wealth
Florida
$1.16B +$85.6M +8% 307
CPSAC
2025
Chas P. Smith & Associates (CPS)
Florida
$1.15B -$625M -35% 173