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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Connable Office Inc
Kalamazoo,
Michigan
| $369M | +$13.8M | +4% | 8.14% | 68.3% | 294 | 31.63% | 0.4 |
|
| 2002 |
2002
Coastline Trust
Providence,
Rhode Island
| $368M | +$28.1M | +8% | 8.2% | 106% | 208 | 5.29% | 0.5 |
|
| 2003 |
2003
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $368M | +$32.8M | +10% | 9.37% | 86% | 280 | 15.36% | 0.4 |
|
| 2004 |
2004
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $368M | +$33.6M | +10% | 7.04% | 51.3% | 345 | 17.39% | 0.4 |
|
| 2005 |
MFM
2005
Mohican Financial Management
Wilton,
Connecticut
| $366M | -$72.5M | -17% | 0.01% | 0% | 62 | 27.42% | 0.4 |
|
| 2006 |
2006
KLCM Advisors
Milwaukee,
Wisconsin
| $366M | +$15.3M | +4% | 10.9% | 122% | 71 | 5.63% | 0.5 |
|
| 2007 |
2007
Northstar Investment Advisors
Denver,
Colorado
| $365M | +$31.4M | +9% | 4.83% | 85.8% | 123 | 21.95% | 0.4 |
|
| 2008 |
2008
Alphabet Inc
Mountain View,
California
| $365M | – | – | 21.7% | 327% | 4 | – | 0 |
|
| 2009 |
TP
2009
TB Partners
Shanghai,
China
| $363M | -$24.6M | -6% | 5.06% | – | 3 | 0% | 0.5 |
|
| 2010 |
2010
LaFleur & Godfrey
Grand Rapids,
Michigan
| $363M | +$14.4M | +4% | 7.89% | 85.2% | 73 | 6.85% | 0.5 |
|
| 2011 |
PWM
2011
Patriot Wealth Management
Houston,
Texas
| $363M | +$24.8M | +7% | 8.4% | 24.3% | 60 | 13.33% | 0.4 |
|
| 2012 |
2012
Brookmont Capital Management
Dallas,
Texas
| $363M | +$55.3M | +18% | 8.16% | 32.2% | 43 | 0% | 0.5 |
|
| 2013 |
2013
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $363M | +$55.1M | +18% | 11% | 83.4% | 282 | 24.47% | 0.4 |
|
| 2014 |
AP
2014
Archon Partners
Princeton Junction,
New Jersey
| $362M | +$31.9M | +10% | 13% | 86% | 68 | 29.41% | 0.4 |
|
| 2015 |
LOM
2015
Loeb Offshore Management
New York
| $362M | +$38.1M | +12% | 16.5% | – | 336 | 74.7% | 0.2 |
|
| 2016 |
2016
Novare Capital Management
Charlotte,
North Carolina
| $362M | +$40.4M | +13% | 10.2% | 76.5% | 124 | 11.29% | 0.4 |
|
| 2017 |
2017
Sentinel Trust
Houston,
Texas
| $361M | +$26.7M | +8% | 8.33% | 79.2% | 200 | 20.5% | 0.4 |
|
| 2018 |
FOAM
2018
Five Oceans Asset Management
Sydney,
Australia
| $361M | +$22.3M | +7% | 8.84% | – | 49 | 10.2% | 0.5 |
|
| 2019 |
2019
300 North Capital
Pasadena,
California
| $361M | -$68.1M | -16% | 10.4% | – | 126 | 23.81% | 0.4 |
|
| 2020 |
2020
Bangor Savings Bank
Bangor,
Maine
| $360M | +$30.5M | +9% | 6.2% | 54.6% | 146 | 12.33% | 0.4 |
|
| 2021 |
2021
Sphera Funds Management
Tel Aviv,
Israel
| $359M | – | – | 9.45% | 245% | 96 | – | 0 |
|
| 2022 |
2022
ARGA Investment Management
Stamford,
Connecticut
| $359M | +$97.9M | +38% | 5.54% | 78.1% | 43 | 16.28% | 0.4 |
|
| 2023 |
AAM
2023
Archipel Asset Management
Stockholm,
Sweden
| $359M | -$128M | -26% | 6.2% | – | 101 | 75.25% | 0.1 |
|
| 2024 |
WIP
2024
Wayzata Investment Partners
Wayzata,
Minnesota
| $358M | -$706M | -66% | 9.4% | – | 2 | 0% | 0.5 |
|
| 2025 |
2025
Beddow Capital Management
Jackson,
Wyoming
| $357M | +$21.5M | +6% | 8.45% | 50.7% | 47 | 8.51% | 0.5 |
|