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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
AL
2001
Agran Libbie
California
$392M +$20.1M +5% 5.68% 27.5% 113 5.31%
JWM
2002
Jacobus Wealth Management
Wisconsin
$391M -$20.4M -5% 5.89% 17.2% 333 14.41%
MCM
2003
Mast Capital Management
Massachusetts
$389M +$184M +90% 9.02% 10 50%
PNAA
2004
Pictet North America Advisors
Switzerland
$388M +$21.1M +6% 4.97% 65.9% 65 33.85%
TPCM
2005
Tide Point Capital Management
Connecticut
$388M +$152M +64% 15.1% 144% 57 64.91%
NIA
2006
Northstar Investment Advisors
Colorado
$388M +$11.8M +3% 3.28% 85.8% 120 13.33%
NBC
2007
Neuberger Berman Canada
Ontario, Canada
$388M -$52.5M -12% 4.2% 15.7% 317 47%
COI
2008
Connable Office Inc
Michigan
$388M +$19.9M +5% 5.59% 54.5% 238 13.87%
BWM
2009
Braver Wealth Management
Massachusetts
$387M +$38.7M +11% 3.86% 20.4% 91 19.78%
CCM
2010
Cohen Capital Management
California
$387M +$16.4M +4% 4.63% 83.9% 135 5.93%
KCP
2011
KDI Capital Partners
North Carolina
$387M -$33.8M -8% 1.77% 77.1% 41 7.32%
ST
2012
Sentinel Trust
Texas
$386M +$28.4M +8% 6.31% 79.2% 158 18.99%
CT
2013
Coastline Trust
Rhode Island
$385M +$9.22M +2% 3.88% 79.1% 212 4.25%
RGI
2014
River Global Investors
United Kingdom
$384M -$43.3M -10% 3.75% 49.7% 75 26.67%
QAM
2015
Quentec Asset Management
New York
$384M +$54.7M +17% 2.7% 43.5% 59 50.85%
AI
2016
Alphabet Inc
California
$383M +$2.06M +0.5% 12.6% 350% 4 25%
CF
2017
Cypress Funds
California
$383M -$31.7M -8% 3.8% 114% 22 31.82%
BSB
2018
Bangor Savings Bank
Maine
$382M +$46.4M +14% 3.18% 49.6% 149 25.5%
NCM
2019
Newgate Capital Management
Connecticut
$382M -$67.5M -15% 7.93% 7.69% 129 35.66%
GC
2020
Grimes & Company
Massachusetts
$382M +$25.6M +7% 3.85% 66.2% 178 19.1%
MPAM
2021
Monarch Partners Asset Management
Massachusetts
$382M +$107M +39% 4.33% 136% 146 33.56%
KC
2022
Kelso & Company
New York
$382M -$24.3M -6% 3.72% 2 50%
ACM
2023
Argentus Capital Management
Texas
$381M -$29.9M -7% 5.12% 30.8% 254 38.19%
TC
2024
Telemus Capital
Michigan
$381M +$17.6M +5% 2.88% 27.9% 140 12.86%
PFMOSF
2025
Philadelphia Financial Management of San Francisco
California
$380M -$56.7M -13% 4.33% 174% 37 56.76%