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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
PCM
2001
Panning Capital Management
New York
$322M -$313K -0.1% 6.26% 349% 34 61.76% 0.2
Signia Capital Management
2002
Signia Capital Management
Washington
$322M -$46.8M -13% 9.17% 27% 87 6.9% 0.2
Polaris Wealth Advisory Group
2003
Polaris Wealth Advisory Group
California
$322M +$72.8M +29% 6.52% 64% 190 36.84% 0.2
Novare Capital Management
2004
Novare Capital Management
North Carolina
$321M +$23.6M +8% 4.13% 76.5% 116 7.76% 0.2
Gagnon Securities
2005
Gagnon Securities
New York
$321M +$44.6M +16% 18.7% 129% 105 33.33% 0.2
Laird Norton Wetherby Wealth Management
2006
Laird Norton Wetherby Wealth Management
California
$321M +$33.6M +12% 6.6% – 427 14.75% 0.2
William Harris Investors
2007
William Harris Investors
Illinois
$320M -$8.91M -3% 11.4% 3.28% 103 20.39% 0.2
Empirical Wealth Management
2008
Empirical Wealth Management
Washington
$320M +$19.8M +7% 1.91% 78.8% 90 11.11% 0.2
SPX Gestao de Recursos
2009
SPX Gestao de Recursos
Brazil
$319M +$101M +46% 6.72% 98.1% 68 36.76% 0.2
Parus Finance (UK)
2010
Parus Finance (UK)
United Kingdom
$319M +$131M +70% 25.3% 199% 25 0% 0.3
BTR Capital Management
2011
BTR Capital Management
California
$319M -$2.9M -0.9% 4.54% 35% 144 6.94% 0.2
EP Wealth Advisors
2012
EP Wealth Advisors
California
$318M +$41.1M +15% 5.18% – 109 29.36% 0.2
Essex Financial Services
2013
Essex Financial Services
Connecticut
$318M +$32.3M +11% 3.5% 87.7% 284 14.08% 0.2
Solus Alternative Asset Management
2014
Solus Alternative Asset Management
New Jersey
$318M +$34.1M +12% 13.6% 79.3% 11 36.36% 0.2
TCOTO
2015
Trust Company of the Ozarks
Missouri
$318M +$16.7M +6% 7.92% – 155 5.16% 0.2
Gradient Investments
2016
Gradient Investments
Minnesota
$317M +$51M +19% 3.4% 67.6% 658 36.78% 0.2
Light Street Capital Management
2017
Light Street Capital Management
California
$317M +$83.3M +36% 50.3% 377% 52 50% 0.2
Vantage Investment Partners
2018
Vantage Investment Partners
Missouri
$317M +$25.7M +9% 6.59% 66.8% 49 2.04% 0.2
PH
2019
Pinnacle Holdings
Oklahoma
$316M -$3.27M -1% 2.14% 79.6% 207 16.43% 0.2
Red Mountain Capital Partners
2020
Red Mountain Capital Partners
California
$315M +$45.8M +17% 14.8% 37.4% 13 30.77% 0.2
Mark Asset Management
2021
Mark Asset Management
New York
$315M – – 19.5% 325% 120 – 0
SCM
2022
Stonehill Capital Management
New York
$314M +$144M +84% 9.69% 117% 10 40% 0.2
MAM
2023
Mercator Asset Management
Florida
$314M -$50M -14% 5.82% – 6 0% 0.3
VAM
2024
Visionary Asset Management
Texas
$313M +$46M +17% 7.88% 31.9% 125 80.8% 0.1
CCMD
2025
Cypress Capital Management (Delaware)
Delaware
$313M +$25.7M +9% 4.09% 25.6% 50 18% 0.2
79 80
81
82 83