We are live on ! Find out more

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
DI
2001
Dalton Investments
Nevada
$367M +$31M +9% 4.08% 94.7% 61 21.31%
PNAA
2002
Pictet North America Advisors
Switzerland
$367M -$78.6M -18% 0% 65.9% 60 10%
BHB
2003
Bank Hapoalim BM
Israel
$366M +$40.1M +12% 2.41% 58.6% 161 21.74%
PFU
2004
Parus Finance (UK)
United Kingdom
$366M -$112M -23% 1.38% 199% 27 14.81%
EWA
2005
EP Wealth Advisors
California
$366M -$19.9M -5% 0.72% 141 29.79%
BFEC
2006
Benjamin F. Edwards & Company
Missouri
$365M +$68.1M +23% 2.71% 19.7% 1,041 21.42%
SMI
2007
Shelter Mutual Insurance
Missouri
$364M -$14.1M -4% 1.14% 46.6% 49 0%
BCM
2008
Brookmont Capital Management
Texas
$364M +$1.37M +0.4% 1.22% 36.6% 43 0%
BCM
2009
Beddow Capital Management
Wyoming
$364M +$6.68M +2% 2.09% 50.7% 47 4.26%
TC
2010
Telemus Capital
Michigan
$364M +$16.7M +5% 0.72% 27.9% 141 15.6%
LG
2011
LaFleur & Godfrey
Michigan
$362M -$700K -0.2% 0.89% 85.2% 74 5.41%
KAM
2012
Knightsbridge Asset Management
California
$362M -$11.3M -3% 0.27% 105% 49 18.37%
CAM
2013
Chou Associates Management
Ontario, Canada
$362M +$9.47M +3% 6.39% 71.7% 23 4.35%
ICM
2014
Indaba Capital Management
California
$362M +$92.2M +34% 3.15% 66.7% 20 30%
HCM
2015
Heathbridge Capital Management
Ontario, Canada
$361M +$19.4M +6% 2.12% 54.8% 27 11.11%
PAM
2016
Premier Asset Management
Illinois
$361M -$14.8M -4% 0.21% 104% 104 21.15%
PH
2017
Pinnacle Holdings
Oklahoma
$361M +$17.1M +5% 2.13% 65.3% 221 18.55%
JEW
2018
Jamison Eaton & Wood
New Jersey
$361M -$24.3M -6% 2.28% 117 11.97%
NC
2019
Nevsky Capital
United Kingdom
$360M -$143M -28% 1.93% 11 45.45%
SSWM
2020
Sheets Smith Wealth Management
North Carolina
$357M -$5.15M -1% 3.82% 75.8% 294 27.89%
ST
2021
Sentinel Trust
Texas
$357M -$4.13M -1% 2.81% 79.2% 179 24.02%
HCM
2022
Hawkeye Capital Management
Florida
$357M +$31.3M +10% 4.83% 16 43.75%
HIM
2023
Hillsdale Investment Management
Ontario, Canada
$357M +$14.9M +4% 6.3% 226% 632 31.65%
WRM
2024
Westport Resources Management
Connecticut
$356M +$13.6M +4% 1.6% 30.6% 1,204 15.12%
GC
2025
Grimes & Company
Massachusetts
$356M +$21.4M +6% 2.42% 66.2% 167 18.56%