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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
EWM
2001
Empirical Wealth Management
Washington
$403M +$23.7M +6% 2.36% 78.8% 107 14.02%
LAM
2002
Lingohr Asset Management
Germany
$403M -$85.9M -18% 4.67% 141% 130 25.38%
BC
2003
Bocage Capital
California
$403M +$143M +55% 11.1% 25.3% 27 40.74%
HIC
2004
Harvey Investment Company
Kentucky
$402M +$14.3M +4% 4.47% 48.4% 91 7.69%
JMFC
2005
J.M. Forbes & Co
Massachusetts
$402M +$17.3M +4% 4.64% 95.1% 92 5.43%
DI
2006
Dalton Investments
Nevada
$401M +$34M +9% 10.7% 95.1% 62 24.19%
BII
2007
Bainco International Investors
Massachusetts
$401M +$11.3M +3% 6.15% 69.4% 93 16.13%
AAM
2008
Archipel Asset Management
Sweden
$400M +$13.1M +3% 1.11% 110 86.36%
AAM
2009
Aureus Asset Management
Massachusetts
$400M +$10.7M +3% 6.03% 93.9% 172 30.81%
GPCM
2010
Greenbrier Partners Capital Management
Texas
$399M +$20.1M +5% 7.82% 96.1% 22 9.09%
CWM
2011
Cabot Wealth Management
Massachusetts
$398M +$17.8M +5% 3.26% 69.3% 160 21.25%
CC
2012
Cambrian Capital
California
$397M +$2.1M +0.5% 15.2% 17.3% 57 19.3%
PR
2013
Payden & Rygel
California
$396M +$139M +54% 7.34% 103% 227 6.17%
SH
2014
Scepter Holdings
Texas
$396M -$70.7M -15% 0.56% 121 51.24%
PWM
2015
Patriot Wealth Management
Texas
$395M +$20.2M +5% 3.65% 24.3% 62 9.68%
TCM
2016
Tensile Capital Management
California
$395M +$12.7M +3% 4.29% 47.7% 18 5.56%
PAM
2017
Premier Asset Management
Illinois
$395M +$33.7M +9% 5.01% 104% 103 15.53%
EMA
2018
Efficient Market Advisors
California
$394M +$18.2M +5% 2.34% 5.97% 143 7.69%
BFEC
2019
Benjamin F. Edwards & Company
Missouri
$394M +$28.9M +8% 4.35% 19.7% 984 13.11%
HCM
2020
Heathbridge Capital Management
Ontario, Canada
$393M +$31.9M +9% 7.02% 58.7% 25 4%
STCG
2021
Speece Thorson Capital Group
Minnesota
$393M +$13.3M +4% 4.23% 34.2% 39 0%
CP
2022
Covalent Partners
Massachusetts
$392M +$51.8M +15% 3.73% 36.6% 39 41.03%
AA
2023
Ancient Art
Texas
$392M +$5.96M +2% 7.81% 168% 21 28.57%
AL
2024
Agran Libbie
California
$392M +$20.1M +5% 5.68% 27.5% 113 5.31%
JWM
2025
Jacobus Wealth Management
Wisconsin
$391M -$20.4M -5% 5.89% 17.2% 333 14.41%