We are live on ! Find out more

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
CS
2001
Central Securities
New York
$419M -$43.3M -9% 1.13% 84.7% 38 21.05%
BPCE
2002
Bank Pictet & Cie (Europe)
Germany
$417M +$25M +6% 2.7% 99.4% 174 22.99%
EWM
2003
Empirical Wealth Management
Washington
$417M +$7.55M +2% 1.14% 78.8% 105 10.48%
PAS
2004
Professional Advisory Services
Florida
$416M -$12.7M -3% 0.07% 61.8% 62 16.13%
GC
2005
Grimes & Company
Massachusetts
$416M +$29.2M +8% 1.12% 66.2% 187 22.99%
MAC
2006
Monarch Alternative Capital
New York
$416M +$43.4M +12% 5.56% 341% 7 0%
BSB
2007
Bangor Savings Bank
Maine
$416M +$19.3M +5% 1.78% 49.6% 156 7.05%
WTB
2008
Washington Trust Bank
Washington
$415M +$31.8M +8% 1.44% 69.3% 908 17.84%
PFP
2009
Patriot Financial Partners
Pennsylvania
$415M +$56.7M +16% 8.55% 16.6% 17 11.76%
CCMU
2010
Cheyne Capital Management (UK)
United Kingdom
$415M +$34.5M +9% 18.5% 35.6% 84 54.76%
MP
2011
Mangrove Partners
Connecticut
$415M +$53.2M +15% 0.28% 169% 55 49.09%
MFIMFI
2012
Mesirow Financial Investment Management - Fixed Income
Illinois
$415M +$12.2M +3% 7.12% 26.9% 186 19.89%
MYAM
2013
Meiji Yasuda Asset Management
Japan
$414M -$1.32M -0.3% 2.01% 72.7% 372 15.59%
OMCS
2014
Old Mutual Customised Solutions
South Africa
$414M +$62M +18% 2.53% 49.7% 747 6.83%
MTIP
2015
Magee Thomson Investment Partners
California
$413M +$11.1M +3% 10.7% 94.3% 174 53.45%
RA
2016
Rational Advisors
New York
$413M -$91.1M -18% 0.17% 37.7% 565 16.81%
TC
2017
Telemus Capital
Michigan
$413M -$3.39M -0.8% 1.05% 27.9% 151 18.54%
BCM
2018
BTR Capital Management
California
$413M +$46M +13% 0.38% 35% 163 21.47%
S
2019
SignatureFD
Georgia
$412M +$10.2M +3% 1.72% 73.6% 1,113 28.12%
HC
2020
Highmount Capital
New York
$412M +$2.61M +0.6% 2.32% 144 13.89%
CWM
2021
Cabot Wealth Management
Massachusetts
$411M +$5.94M +1% 5.7% 55.6% 156 12.82%
LNWWM
2022
Laird Norton Wetherby Wealth Management
California
$411M +$13.1M +3% 2.4% 486 9.67%
FIMG
2023
Financial & Investment Management Group
Michigan
$410M +$33.1M +9% 0.46% 18.9% 142 29.58%
SAM
2024
Senzar Asset Management
New York
$410M +$69.1M +20% 15% 0.75% 47 61.7%
JA
2025
JVL Advisors
Texas
$410M -$37.1M -8% 0.21% 89.4% 29 31.03%