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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
MPAM
2001
Monarch Partners Asset Management
Massachusetts
$380M -$1.92M -0.5% 2.34% 136% 157 42.68%
NC
2002
Nokomis Capital
Texas
$380M +$7.42M +2% 7.75% 204% 52 38.46%
QAM
2003
Quentec Asset Management
New York
$378M -$5.5M -1% 4.88% 43.5% 57 49.12%
SIM
2004
SCGF III Management
California
$378M -$88.5M -19% 6.34% 4 25%
EMA
2005
Efficient Market Advisors
California
$378M -$16M -4% 2.84% 5.97% 257 47.86%
KA
2006
KLCM Advisors
Wisconsin
$378M -$50.8M -12% 5.13% 97.4% 80 16.25%
JAM
2007
Jacobs Asset Management
New York
$377M -$29M -7% 2.51% 79.5% 47 27.66%
TM
2008
Tiger Management
New York
$377M +$103M +38% 5.24% 64 48.44%
3NC
2009
300 North Capital
California
$377M -$29.3M -7% 3.01% 136 36.76%
SSWM
2010
Smith Salley Wealth Management
North Carolina
$377M +$2.37M +0.6% 0.04% 106% 195 14.87%
FC
2011
Foundation Capital
California
$377M +$16.1M +4% 11.4% 7 14.29%
WFC
2012
West Face Capital
Ontario, Canada
$376M +$14M +4% 6.41% 10.9% 9 44.44%
EML
2013
Eos Management LP
New York
$375M +$8.56M +2% 3.79% 151% 124 31.45%
CCM
2014
Cohen Capital Management
California
$375M -$12.6M -3% 0.71% 83.9% 132 4.55%
CC
2015
Corsair Capital
New York
$375M -$36.3M -9% 7.99% 17.1% 4 50%
TAM
2016
Telemark Asset Management
Massachusetts
$374M +$8.36M +2% 3.6% 271% 53 49.06%
RCM
2017
Rockshelter Capital Management
Pennsylvania
$374M -$377K -0.1% 0% 31.2% 32 9.38%
BSB
2018
Bangor Savings Bank
Maine
$373M -$8.44M -2% 2.08% 49.6% 151 6.62%
BIM
2019
Bridgecreek Investment Management
Oklahoma
$372M -$5.75M -2% 1.62% 48.4% 109 6.42%
PFS
2020
Prospera Financial Services
Texas
$371M +$1.35M +0.4% 0.74% 97.4% 311 25.4%
IPC
2021
Independent Portfolio Consultants
Florida
$371M +$13.6M +4% 1.59% 32.4% 1,023 39.49%
BPCE
2022
Bank Pictet & Cie (Europe)
Germany
$371M +$46.4M +14% 0.15% 99.4% 157 25.48%
DWT
2023
Dorsey & Whitney Trust
South Dakota
$370M -$89.5M -19% 0.99% 68.3% 273 9.89%
ICM
2024
Intrepid Capital Management
Florida
$369M -$51.7M -12% 2.21% 60% 43 13.95%
TC
2025
Telemus Capital
Michigan
$368M -$12.9M -3% 0.3% 27.9% 143 12.59%