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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
GAM
2001
Griffin Asset Management
New York
$306M +$29.7M +11% 3.19% 80.7% 119 11.76%
CWM
2002
Calamos Wealth Management
Illinois
$306M +$23.6M +8% 7.77% 81.7% 242 25.21%
BC
2003
Bruce & Co
Illinois
$306M +$7.11M +2% 4.93% 65.7% 57 3.51%
TCM
2004
Twele Capital Management
Minnesota
$306M +$15.3M +5% 3.26% 34.9% 61 6.56%
TAT
2005
TD Ameritrade Trust
Colorado
$305M -$20.1M -6% 5.07% 21.7% 49 18.37%
1IA
2006
1834 Investment Advisors
Wisconsin
$305M +$13.3M +5% 4.76% 51.8% 155 6.45%
AVC
2007
Arlington Value Capital
Utah
$304M +$31.8M +12% 6.21% 14.5% 11 9.09%
CCM
2008
Coldstream Capital Management
Washington
$304M +$7.92M +3% 4.34% 59% 200 20.5%
GCM
2009
Glynn Capital Management
California
$303M +$54.9M +22% 32.8% 126% 54 9.26%
FFSOTS
2010
Fiduciary Financial Services of The Southwest
Texas
$303M +$3.07M +1% 1.78% 39.8% 161 5.59%
OCM
2011
OMT Capital Management
California
$303M +$8.03M +3% 12.1% 36 16.67%
SCPM
2012
Sagard Capital Partners Management
New York
$302M +$19.3M +7% 7.19% 37.4% 12 8.33%
K
2013
Kemper
Illinois
$302M +$4.16M +1% 1.38% 28.6% 54 7.41%
PL
2014
Parthenon LLC
Kentucky
$302M +$3.92M +1% 2.45% 80.8% 92 11.96%
MCM
2015
Mitchell Capital Management
Kansas
$302M +$32M +12% 12% 155% 37 8.11%
EPIM
2016
Equinox Partners Investment Management
Connecticut
$302M +$28M +10% 9.26% 284% 17 11.76%
HHGA
2017
Halbert Hargrove Global Advisors
California
$302M +$28.8M +11% 8.36% 60.8% 115 13.04%
VCM
2018
Venor Capital Management
New York
$302M +$22.8M +8% 3.18% 22 59.09%
ACM
2019
Altai Capital Management
California
$302M -$5.58M -2% 3.15% 8.09% 13 61.54%
CIC
2020
Canal Insurance Company
South Carolina
$301M +$20.4M +7% 5.03% 103% 86 4.65%
RP
2021
Regal Partners
Australia
$301M +$14.1M +5% 10.4% 133% 14 7.14%
WRM
2022
Westport Resources Management
Connecticut
$301M +$15.8M +6% 3.76% 30.6% 1,175 12%
LKIM
2023
Lawson Kroeker Investment Management
Nebraska
$301M +$14.6M +5% 5.88% 64.7% 86 12.79%
GCM
2024
Gabalex Capital Management
New York
$300M +$8.65M +3% 0.25% 24.9% 17 17.65%
QAM
2025
Quentec Asset Management
New York
$300M +$45.1M +18% 16.8% 43.5% 56 50%