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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
JAM
2001
Jacobs Asset Management
New York
$418M -$23.9M -5% 1.43% 79.5% 46 21.74%
PAS
2002
Professional Advisory Services
Florida
$417M +$970K +0.2% 1.22% 61.8% 59 6.78%
NM
2003
Newtyn Management
New York
$417M +$15.3M +4% 1.33% 52% 16 18.75%
CCM
2004
Condor Capital Management
New Jersey
$417M -$4.71M -1% 0.8% 47.3% 200 5.5%
DCM
2005
Destrier Capital Management
New York
$416M +$27.5M +7% 4.61% 5.28% 28 42.86%
LNWWM
2006
Laird Norton Wetherby Wealth Management
California
$416M +$5.21M +1% 0.97% 521 14.2%
STCG
2007
Speece Thorson Capital Group
Minnesota
$416M -$10.4M -2% 1.95% 26.4% 42 9.52%
SCA
2008
Strategic Capital Alternatives
United States
$416M +$14.7M +4% 0.11% 468 39.74%
BSB
2009
Bangor Savings Bank
Maine
$415M -$506K -0.1% 0.95% 49.6% 156 12.82%
MC
2010
MSF Capital
New York
$415M +$14.5M +4% 1.73% 47 12.77%
HHAA
2011
Henry H. Armstrong Associates
Pennsylvania
$413M -$39.8M -9% 2.08% 49.3% 39 0%
MAM
2012
Mastrapasqua Asset Management
Tennessee
$413M +$363M +716% 1.19% 54.9% 146 72.6%
KPCM
2013
Kings Point Capital Management
New York
$413M +$14.5M +4% 0.82% 80.1% 383 14.1%
CCM
2014
Chautauqua Capital Management
Colorado
$413M +$18.8M +5% 3.56% 25 12%
LTI
2015
Laffer Tengler Investments
Tennessee
$412M -$302M -42% 1.5% 96.5% 285 52.28%
BCP
2016
Blum Capital Partners
California
$412M -$160M -28% 6.61% 47.9% 5 40%
CWM
2017
Cabot Wealth Management
Massachusetts
$411M +$292K +0.1% 1.72% 55.6% 156 10.26%
BWM
2018
Braver Wealth Management
Massachusetts
$411M -$76.2M -16% 0.15% 20.4% 97 26.8%
HHGA
2019
Halbert Hargrove Global Advisors
California
$411M +$99.7M +32% 0.95% 60.8% 190 12.63%
WTB
2020
Washington Trust Bank
Washington
$410M -$5.1M -1% 0.36% 69.3% 844 10.9%
EMG
2021
Ellington Management Group
Connecticut
$409M -$74.1M -15% 3.09% 16.1% 1,076 77.7%
SFT
2022
Simmons First Trust
Arkansas
$409M +$2.19M +0.5% 0.19% 176 9.09%
FPCM
2023
Financial Partners Capital Management
New York
$408M +$9.52M +2% 0.24% 34.2% 121 11.57%
ECM
2024
Evergreen Capital Management
Washington
$408M -$46.3M -10% 2.07% 77.2% 111 24.32%
PAS
2025
Park Avenue Securities
New York
$408M +$25.6M +7% 0.65% 71% 25 36%