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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
BP
2001
Berkshire Partners
Massachusetts
$382M -$116M -23% 15% 79% 1 0%
CAL
2002
Capital Analysts LLC
Pennsylvania
$382M +$14.6M +4% 1.9% 51.3% 368 15.49%
TCM
2003
Tensile Capital Management
California
$382M +$28.9M +8% 5.21% 47.7% 17 5.88%
AI
2004
Alphabet Inc
California
$381M +$16.1M +4% 19.9% 327% 4 25%
CWM
2005
Cabot Wealth Management
Massachusetts
$380M -$1.98M -0.5% 5% 69.3% 159 15.72%
EWM
2006
Empirical Wealth Management
Washington
$380M +$26.1M +7% 1.49% 78.8% 103 14.56%
TA
2007
Tiptree Advisors
New York
$380M +$43.2M +13% 3.68% 36 47.22%
STCG
2008
Speece Thorson Capital Group
Minnesota
$380M +$2.4M +0.6% 0.51% 34.2% 40 2.5%
CIC
2009
Carnegie Investment Counsel
Ohio
$379M +$6.6M +2% 1.59% 101% 217 5.53%
GPCM
2010
Greenbrier Partners Capital Management
Texas
$379M +$7.21M +2% 2.55% 96.1% 22 0%
ECA
2011
Encompass Capital Advisors
New York
$378M -$182M -32% 13.4% 364% 38 81.58%
IP
2012
Interval Partners
New York
$377M +$115M +44% 3.03% 106% 100 82%
JAM
2013
Jacobs Asset Management
New York
$377M -$5.08M -1% 3.3% 114% 48 20.83%
CT
2014
Coastline Trust
Rhode Island
$376M +$7.93M +2% 2.22% 92.7% 208 1.92%
NIA
2015
Northstar Investment Advisors
Colorado
$376M +$10.8M +3% 0.89% 85.8% 122 12.3%
EMA
2016
Efficient Market Advisors
California
$376M +$37.6M +11% 1.31% 5.97% 164 20.12%
KA
2017
KLCM Advisors
Wisconsin
$375M +$9.27M +3% 3.06% 122% 80 21.25%
NCM
2018
Novare Capital Management
North Carolina
$375M +$13.3M +4% 2.95% 76.5% 125 10.4%
PWM
2019
Patriot Wealth Management
Texas
$375M +$12.3M +3% 1.92% 24.3% 59 5.08%
BC
2020
Bruce & Co
Illinois
$372M +$20.7M +6% 5.03% 94.5% 53 1.89%
CA
2021
CapWealth Advisors
Tennessee
$372M -$24.8M -6% 1.64% 143% 411 11.68%
AL
2022
Agran Libbie
California
$372M -$8.33M -2% 2.54% 27.5% 119 10.92%
CCM
2023
Cohen Capital Management
California
$371M +$16.3M +5% 3.34% 83.9% 133 5.26%
RCAG
2024
Rehmann Capital Advisory Group
Michigan
$370M +$39.4M +12% 1.56% 64.6% 354 22.6%
MSU
2025
Mizuho Securities USA
New York
$370M -$842M -69% 6.5% 99% 145 93.1%