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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 Avg Holding
Period (Yrs)
Destrier Capital Management
2001
Destrier Capital Management
New York
$398M +$96.5M +32% 4.04% 5.28% 48 47.92% 0.3
Standard General
2002
Standard General
New York
$397M -$186M -32% 31.8% 259% 9 22.22% 0.4
Delphi Financial Group
2003
Delphi Financial Group
Delaware
$396M +$124M +46% 4.11% 66.3% 19 31.58% 0.7
Mesirow Financial Investment Management - Fixed Income
2004
Mesirow Financial Investment Management - Fixed Income
Illinois
$396M -$15.5M -4% 2.62% 26.9% 194 18.04% 0.9
Harvey Investment Company
2005
Harvey Investment Company
Kentucky
$396M -$5.95M -1% 0.44% 56.4% 90 6.67% 1.1
Bragg Financial Advisors
2006
Bragg Financial Advisors
North Carolina
$396M -$21.3M -5% 0.98% 101% 233 6.01% 1.2
J.M. Forbes & Co
2007
J.M. Forbes & Co
Massachusetts
$396M -$6.32M -2% 0.38% 112% 97 13.4% 1.1
BTC Capital Management
2008
BTC Capital Management
Iowa
$395M – – 0.28% – 143 – 0
Chou Associates Management
2009
Chou Associates Management
Ontario, Canada
$395M +$30M +8% 0.05% 66.4% 25 8% 1
Vestar Capital Partners
2010
Vestar Capital Partners
New York
$394M – – 5.96% – 1 – 0
Capital Investment Services of America
2011
Capital Investment Services of America
Wisconsin
$394M -$10.6M -3% 0.06% 50.7% 57 3.51% 1.1
BRCA
2012
Birch Run Capital Advisors
Texas
$394M +$22.2M +6% 2.27% 8.22% 25 8% 1.1
Mazama Capital Management
2013
Mazama Capital Management
Oregon
$393M +$18.9M +5% 1.65% – 325 34.46% 0.7
AA
2014
Ancient Art
Texas
$392M -$331K -0.1% 4.08% 168% 21 28.57% 0.7
DCM
2015
Dynamic Capital Management
Jersey
$391M +$36M +10% 13.7% 49.7% 528 68.37% 0.2
Speece Thorson Capital Group
2016
Speece Thorson Capital Group
Minnesota
$391M -$1.52M -0.4% 3.05% 34.2% 40 5% 1.2
Cipher Capital
2017
Cipher Capital
New York
$391M +$81.1M +26% 3.14% – 568 65.14% 0.3
PAM
2018
Premier Asset Management
Illinois
$391M -$3.91M -1% 2.17% 104% 100 13% 0.8
Brookmont Capital Management
2019
Brookmont Capital Management
Texas
$391M -$24.1M -6% 2.97% 32.2% 45 4.44% 1.2
Cabot Wealth Management
2020
Cabot Wealth Management
Massachusetts
$391M -$7.31M -2% 0.65% 69.3% 154 13.64% 0.9
Lexington Partners VI Holdings Sub
2021
Lexington Partners VI Holdings Sub
New York
$390M -$84.2M -18% 8.34% – 1 0% 1.3
GPCM
2022
Greenbrier Partners Capital Management
Texas
$389M -$10.1M -3% 6.53% 96.1% 21 4.76% 1.2
Philadelphia International Advisors
2023
Philadelphia International Advisors
Pennsylvania
$388M -$57.8M -13% 1.25% – 85 15.29% 0.9
Sentinel Trust
2024
Sentinel Trust
Texas
$388M +$2.45M +0.6% 0.66% 79.2% 159 15.09% 1
MKP Capital Management
2025
MKP Capital Management
New York
$388M +$2.06M +0.5% 4.29% 69.8% 12 66.67% 0.1