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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
JFG
2001
JMG Financial Group
Illinois
$433M +$4.54M +1% 1.33% 58.7% 58 5.17%
CWA
2002
Convergent Wealth Advisors
Maryland
$433M -$234M -35% 0.73% 48 29.17%
BAM
2003
Burnham Asset Management
New York
$432M -$3.71M -0.9% 0.88% 39.5% 238 6.72%
JCM
2004
Junto Capital Management
New York
$432M +$79.8M +23% 4.98% 122% 28 67.86%
KFS
2005
Kurt F. Somerville
$432M -$7.3M -2% 0.64% 92.9% 139 8.63%
EMA
2006
Efficient Market Advisors
California
$431M -$3.26M -0.8% 0.71% 5.97% 153 6.54%
CC
2007
Corsair Capital
New York
$431M +$22.9M +6% 6.12% 17.1% 3 0%
DG
2008
Davidson & Garrard
Virginia
$431M -$7.78M -2% 0.98% 25.2% 196 4.59%
HIC
2009
Harvey Investment Company
Kentucky
$431M +$10.1M +2% 0.03% 48.4% 88 6.82%
EWM
2010
Empirical Wealth Management
Washington
$430M +$13.3M +3% 0.88% 78.8% 115 15.65%
BCM
2011
BTC Capital Management
Iowa
$430M -$4.43M -1% 0.94% 176 22.16%
PDM
2012
Penn Davis McFarland
Texas
$429M -$43.5M -9% 2.96% 86.8% 35 14.29%
JC
2013
Joho Capital
New York
$429M -$8.49M -2% 1.92% 80.2% 14 57.14%
GC
2014
Gratus Capital
Georgia
$429M -$19.7M -4% 1.7% 51.4% 102 15.69%
RCP
2015
RIT Capital Partners
United Kingdom
$429M +$221M +106% 0.17% 71.4% 13 61.54%
PFMOSF
2016
Philadelphia Financial Management of San Francisco
California
$429M +$22.1M +5% 2.73% 209% 45 57.78%
DFG
2017
Delphi Financial Group
Delaware
$428M -$6.76M -2% 8.9% 66.3% 21 23.81%
PFP
2018
Patriot Financial Partners
Pennsylvania
$428M +$13.4M +3% 2.52% 16.6% 17 5.88%
JGGDR
2019
JGP Global Gestao de Recursos
Brazil
$428M +$159M +59% 3.9% 206% 31 38.71%
MAM
2020
Mizuho Asset Management
Japan
$428M +$48.5M +13% 0.38% 41.7% 692 8.24%
EOJOAM
2021
E. Ohman J:or Asset Management
Sweden
$427M -$4.11M -1% 2.03% 110% 557 10.23%
EOCM
2022
Energy Opportunities Capital Management
Texas
$427M +$2.48M +0.6% 0.5% 211% 52 3.85%
MRCP
2023
Manor Road Capital Partners
New York
$426M +$26.5M +7% 2.35% 78.3% 12 8.33%
MYAM
2024
Meiji Yasuda Asset Management
Japan
$425M +$11.5M +3% 0.35% 93.9% 382 18.32%
BIC
2025
Bridges Investment Counsel
Nebraska
$425M -$13M -3% 0.17% 33.7% 159 6.92%