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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 Avg Holding
Period (Yrs)
Connable Office Inc
2001
Connable Office Inc
Michigan
$369M +$13.8M +4% 8.14% 68.3% 294 31.63% 0.4
Coastline Trust
2002
Coastline Trust
Rhode Island
$368M +$28.1M +8% 8.2% 106% 208 5.29% 0.5
Dorsey & Whitney Trust
2003
Dorsey & Whitney Trust
South Dakota
$368M +$32.8M +10% 9.37% 86% 280 15.36% 0.4
Capital Analysts LLC
2004
Capital Analysts LLC
Pennsylvania
$368M +$33.6M +10% 7.04% 51.3% 345 17.39% 0.4
MFM
2005
Mohican Financial Management
Connecticut
$366M -$72.5M -17% 0.01% 0% 62 27.42% 0.4
KLCM Advisors
2006
KLCM Advisors
Wisconsin
$366M +$15.3M +4% 10.9% 122% 71 5.63% 0.5
Northstar Investment Advisors
2007
Northstar Investment Advisors
Colorado
$365M +$31.4M +9% 4.83% 85.8% 123 21.95% 0.4
Alphabet Inc
2008
Alphabet Inc
California
$365M – – 21.7% 327% 4 – 0
TP
2009
TB Partners
China
$363M -$24.6M -6% 5.06% – 3 0% 0.5
LaFleur & Godfrey
2010
LaFleur & Godfrey
Michigan
$363M +$14.4M +4% 7.89% 85.2% 73 6.85% 0.5
PWM
2011
Patriot Wealth Management
Texas
$363M +$24.8M +7% 8.4% 24.3% 60 13.33% 0.4
Brookmont Capital Management
2012
Brookmont Capital Management
Texas
$363M +$55.3M +18% 8.16% 32.2% 43 0% 0.5
Sheets Smith Wealth Management
2013
Sheets Smith Wealth Management
North Carolina
$363M +$55.1M +18% 11% 83.4% 282 24.47% 0.4
AP
2014
Archon Partners
New Jersey
$362M +$31.9M +10% 13% 86% 68 29.41% 0.4
LOM
2015
Loeb Offshore Management
New York
$362M +$38.1M +12% 16.5% – 336 74.7% 0.2
Novare Capital Management
2016
Novare Capital Management
North Carolina
$362M +$40.4M +13% 10.2% 76.5% 124 11.29% 0.4
Sentinel Trust
2017
Sentinel Trust
Texas
$361M +$26.7M +8% 8.33% 79.2% 200 20.5% 0.4
FOAM
2018
Five Oceans Asset Management
Australia
$361M +$22.3M +7% 8.84% – 49 10.2% 0.5
300 North Capital
2019
300 North Capital
California
$361M -$68.1M -16% 10.4% – 126 23.81% 0.4
Bangor Savings Bank
2020
Bangor Savings Bank
Maine
$360M +$30.5M +9% 6.2% 54.6% 146 12.33% 0.4
Sphera Funds Management
2021
Sphera Funds Management
Israel
$359M – – 9.45% 245% 96 – 0
ARGA Investment Management
2022
ARGA Investment Management
Connecticut
$359M +$97.9M +38% 5.54% 78.1% 43 16.28% 0.4
AAM
2023
Archipel Asset Management
Sweden
$359M -$128M -26% 6.2% – 101 75.25% 0.1
WIP
2024
Wayzata Investment Partners
Minnesota
$358M -$706M -66% 9.4% – 2 0% 0.5
Beddow Capital Management
2025
Beddow Capital Management
Wyoming
$357M +$21.5M +6% 8.45% 50.7% 47 8.51% 0.5