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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
Empirical Wealth Management
Seattle,
Washington
| $403M | +$23.7M | +6% | 2.36% | 78.8% | 107 | 14.02% | 0.8 |
|
| 2002 |
LAM
2002
Lingohr Asset Management
Duesseldorf,
Germany
| $403M | -$85.9M | -18% | 4.67% | 141% | 130 | 25.38% | 0.7 |
|
| 2003 |
BC
2003
Bocage Capital
San Francisco,
California
| $403M | +$143M | +55% | 11.1% | 25.3% | 27 | 40.74% | 0.4 |
|
| 2004 |
HIC
2004
Harvey Investment Company
Louisville,
Kentucky
| $402M | +$14.3M | +4% | 4.47% | 48.4% | 91 | 7.69% | 0.9 |
|
| 2005 |
JMFC
2005
J.M. Forbes & Co
Boston,
Massachusetts
| $402M | +$17.3M | +4% | 4.64% | 95.1% | 92 | 5.43% | 0.9 |
|
| 2006 |
DI
2006
Dalton Investments
Las Vegas,
Nevada
| $401M | +$34M | +9% | 10.7% | 95.1% | 62 | 24.19% | 0.8 |
|
| 2007 |
BII
2007
Bainco International Investors
Boston,
Massachusetts
| $401M | +$11.3M | +3% | 6.15% | 69.4% | 93 | 16.13% | 0.8 |
|
| 2008 |
AAM
2008
Archipel Asset Management
Stockholm,
Sweden
| $400M | +$13.1M | +3% | 1.11% | – | 110 | 86.36% | 0.1 |
|
| 2009 |
AAM
2009
Aureus Asset Management
Boston,
Massachusetts
| $400M | +$10.7M | +3% | 6.03% | 93.9% | 172 | 30.81% | 0.7 |
|
| 2010 |
GPCM
2010
Greenbrier Partners Capital Management
Dallas,
Texas
| $399M | +$20.1M | +5% | 7.82% | 96.1% | 22 | 9.09% | 1 |
|
| 2011 |
CWM
2011
Cabot Wealth Management
Salem,
Massachusetts
| $398M | +$17.8M | +5% | 3.26% | 69.3% | 160 | 21.25% | 0.8 |
|
| 2012 |
CC
2012
Cambrian Capital
San Francisco,
California
| $397M | +$2.1M | +0.5% | 15.2% | 17.3% | 57 | 19.3% | 0.7 |
|
| 2013 |
PR
2013
Payden & Rygel
Los Angeles,
California
| $396M | +$139M | +54% | 7.34% | 103% | 227 | 6.17% | 0.9 |
|
| 2014 |
SH
2014
Scepter Holdings
Fort Worth,
Texas
| $396M | -$70.7M | -15% | 0.56% | – | 121 | 51.24% | 0.4 |
|
| 2015 |
PWM
2015
Patriot Wealth Management
Houston,
Texas
| $395M | +$20.2M | +5% | 3.65% | 24.3% | 62 | 9.68% | 0.9 |
|
| 2016 |
TCM
2016
Tensile Capital Management
Larkspur,
California
| $395M | +$12.7M | +3% | 4.29% | 47.7% | 18 | 5.56% | 0.5 |
|
| 2017 |
PAM
2017
Premier Asset Management
Chicago,
Illinois
| $395M | +$33.7M | +9% | 5.01% | 104% | 103 | 15.53% | 0.6 |
|
| 2018 |
EMA
2018
Efficient Market Advisors
San Diego,
California
| $394M | +$18.2M | +5% | 2.34% | 5.97% | 143 | 7.69% | 0.9 |
|
| 2019 |
2019
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $394M | +$28.9M | +8% | 4.35% | 19.7% | 984 | 13.11% | 0.8 |
|
| 2020 |
HCM
2020
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $393M | +$31.9M | +9% | 7.02% | 58.7% | 25 | 4% | 1 |
|
| 2021 |
STCG
2021
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $393M | +$13.3M | +4% | 4.23% | 34.2% | 39 | 0% | 1 |
|
| 2022 |
CP
2022
Covalent Partners
Concord,
Massachusetts
| $392M | +$51.8M | +15% | 3.73% | 36.6% | 39 | 41.03% | 0.5 |
|
| 2023 |
AA
2023
Ancient Art
Austin,
Texas
| $392M | +$5.96M | +2% | 7.81% | 168% | 21 | 28.57% | 0.6 |
|
| 2024 |
AL
2024
Agran Libbie
Santa Monica,
California
| $392M | +$20.1M | +5% | 5.68% | 27.5% | 113 | 5.31% | 0.9 |
|
| 2025 |
JWM
2025
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $391M | -$20.4M | -5% | 5.89% | 17.2% | 333 | 14.41% | 0.8 |
|