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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
TF
2001
Tompkins Financial
New York
$401M +$19.2M +5% 4.38% 74.1% 525 16%
SHIM
2002
Spruce House Investment Management
New York
$401M 14.3% 1,495% 9
QGI
2003
Quadrangle GP Investors
New York
$400M +$15.5M +4% 9.45% 17.1% 4 0%
QA
2004
Quantitative Advantage
Minnesota
$400M +$502K +0.1% 3.23% 45.9% 54 38.89%
NIA
2005
Northstar Investment Advisors
Colorado
$400M +$14.5M +4% 3.42% 85.8% 112 8.04%
LIM
2006
Longfellow Investment Management
Massachusetts
$399M -$8.34M -2% 17.2% 49.9% 75 65.33%
SCM
2007
Stadium Capital Management
Connecticut
$399M +$83.5M +26% 15.2% 11% 14 28.57%
LSGA
2008
Lone Star Global Acquisitions
Bermuda
$399M -$47.1M -11% 21.4% 380% 1 0%
DI
2009
Dalton Investments
Nevada
$398M -$87.1M -18% 3.4% 94.7% 64 40.63%
LNWWM
2010
Laird Norton Wetherby Wealth Management
California
$398M +$38.9M +11% 2.55% 476 14.08%
BSB
2011
Bangor Savings Bank
Maine
$397M +$23.1M +6% 3% 49.6% 158 10.13%
SFT
2012
Simmons First Trust
Arkansas
$396M +$88.4M +29% 2.17% 172 33.14%
NA
2013
Nottingham Advisors
New York
$396M +$108M +37% 0.95% 44.3% 91 43.96%
TCM
2014
Tensile Capital Management
California
$396M -$13.8M -3% 5.61% 33.8% 22 31.82%
IEMC
2015
Insight Equity Management Company
Texas
$395M -$448M -53% 53.2% 1 0%
HCM
2016
Heathbridge Capital Management
Ontario, Canada
$395M +$36.6M +10% 4.45% 54.8% 26 11.54%
JRM
2017
John R. Muse
$394M 17.6% 3
SOAMC
2018
Spirit of America Management Corp
New York
$394M +$64.9M +20% 0.82% 110% 361 13.02%
LCP
2019
LGT Capital Partners
Switzerland
$392M +$4.94M +1% 2.66% 55.1% 73 30.14%
BPCE
2020
Bank Pictet & Cie (Europe)
Germany
$392M +$21.4M +6% 2.67% 99.4% 168 23.81%
SC
2021
Seawolf Capital
New York
$391M -$40.1M -9% 8.18% 25.7% 69 65.22%
ACM
2022
Alistair Capital Management
Texas
$391M +$204M +109% 0% 17 94.12%
ICRM
2023
Insight Capital Research & Management
California
$390M +$6.01M +2% 14.9% 287% 164 56.1%
DWT
2024
Dorsey & Whitney Trust
South Dakota
$388M +$17.9M +5% 5.53% 68.3% 288 18.75%
HIM
2025
Hillsdale Investment Management
Ontario, Canada
$388M +$73.3M +23% 5.14% 226% 637 30.3%