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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
Destrier Capital Management
New York
| $398M | +$96.5M | +32% | 4.04% | 5.28% | 48 | 47.92% | 0.3 |
|
| 2002 |
2002
Standard General
New York
| $397M | -$186M | -32% | 31.8% | 259% | 9 | 22.22% | 0.4 |
|
| 2003 |
2003
Delphi Financial Group
Wilmington,
Delaware
| $396M | +$124M | +46% | 4.11% | 66.3% | 19 | 31.58% | 0.7 |
|
| 2004 |
2004
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $396M | -$15.5M | -4% | 2.62% | 26.9% | 194 | 18.04% | 0.9 |
|
| 2005 |
2005
Harvey Investment Company
Louisville,
Kentucky
| $396M | -$5.95M | -1% | 0.44% | 56.4% | 90 | 6.67% | 1.1 |
|
| 2006 |
2006
Bragg Financial Advisors
Charlotte,
North Carolina
| $396M | -$21.3M | -5% | 0.98% | 101% | 233 | 6.01% | 1.2 |
|
| 2007 |
2007
J.M. Forbes & Co
Boston,
Massachusetts
| $396M | -$6.32M | -2% | 0.38% | 112% | 97 | 13.4% | 1.1 |
|
| 2008 |
2008
BTC Capital Management
Des Moines,
Iowa
| $395M | – | – | 0.28% | – | 143 | – | 0 |
|
| 2009 |
2009
Chou Associates Management
Toronto,
Ontario, Canada
| $395M | +$30M | +8% | 0.05% | 66.4% | 25 | 8% | 1 |
|
| 2010 |
2010
Vestar Capital Partners
New York
| $394M | – | – | 5.96% | – | 1 | – | 0 |
|
| 2011 |
2011
Capital Investment Services of America
Milwaukee,
Wisconsin
| $394M | -$10.6M | -3% | 0.06% | 50.7% | 57 | 3.51% | 1.1 |
|
| 2012 |
BRCA
2012
Birch Run Capital Advisors
Dallas,
Texas
| $394M | +$22.2M | +6% | 2.27% | 8.22% | 25 | 8% | 1.1 |
|
| 2013 |
2013
Mazama Capital Management
Portland,
Oregon
| $393M | +$18.9M | +5% | 1.65% | – | 325 | 34.46% | 0.7 |
|
| 2014 |
AA
2014
Ancient Art
Austin,
Texas
| $392M | -$331K | -0.1% | 4.08% | 168% | 21 | 28.57% | 0.7 |
|
| 2015 |
DCM
2015
Dynamic Capital Management
St. Helier,
Jersey
| $391M | +$36M | +10% | 13.7% | 49.7% | 528 | 68.37% | 0.2 |
|
| 2016 |
2016
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $391M | -$1.52M | -0.4% | 3.05% | 34.2% | 40 | 5% | 1.2 |
|
| 2017 |
2017
Cipher Capital
New York
| $391M | +$81.1M | +26% | 3.14% | – | 568 | 65.14% | 0.3 |
|
| 2018 |
PAM
2018
Premier Asset Management
Chicago,
Illinois
| $391M | -$3.91M | -1% | 2.17% | 104% | 100 | 13% | 0.8 |
|
| 2019 |
2019
Brookmont Capital Management
Dallas,
Texas
| $391M | -$24.1M | -6% | 2.97% | 32.2% | 45 | 4.44% | 1.2 |
|
| 2020 |
2020
Cabot Wealth Management
Salem,
Massachusetts
| $391M | -$7.31M | -2% | 0.65% | 69.3% | 154 | 13.64% | 0.9 |
|
| 2021 |
2021
Lexington Partners VI Holdings Sub
New York
| $390M | -$84.2M | -18% | 8.34% | – | 1 | 0% | 1.3 |
|
| 2022 |
GPCM
2022
Greenbrier Partners Capital Management
Dallas,
Texas
| $389M | -$10.1M | -3% | 6.53% | 96.1% | 21 | 4.76% | 1.2 |
|
| 2023 |
2023
Philadelphia International Advisors
Philadelphia,
Pennsylvania
| $388M | -$57.8M | -13% | 1.25% | – | 85 | 15.29% | 0.9 |
|
| 2024 |
2024
Sentinel Trust
Houston,
Texas
| $388M | +$2.45M | +0.6% | 0.66% | 79.2% | 159 | 15.09% | 1 |
|
| 2025 |
2025
MKP Capital Management
New York
| $388M | +$2.06M | +0.5% | 4.29% | 69.8% | 12 | 66.67% | 0.1 |
|