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
FWSM
2001
First Wilshire Securities Management
California
$381M -$63.9M -14% 9.88% 107% 128 12.5%
VIM
2002
Veritas Investment Management
United Kingdom
$381M +$26.8M +8% 3.12% 69% 78 17.95%
KPCM
2003
Kings Point Capital Management
New York
$380M -$32.6M -8% 9.47% 80.1% 398 18.84%
PDM
2004
Penn Davis McFarland
Texas
$380M -$49.3M -11% 11.7% 86.8% 35 22.86%
MG
2005
Mather Group
Illinois
$379M -$236K -0.1% 6.42% 41% 30 13.33%
DFG
2006
Delphi Financial Group
Delaware
$379M -$49M -11% 9.2% 48.5% 21 19.05%
MAM
2007
Mastrapasqua Asset Management
Tennessee
$379M -$34.3M -8% 5.2% 54.9% 160 19.38%
BAM
2008
Burnham Asset Management
New York
$379M -$53.9M -12% 8.54% 39.5% 233 7.3%
RMCP
2009
Red Mountain Capital Partners
California
$378M -$88M -19% 11% 37.4% 10 20%
IMOV
2010
Investment Management of Virginia
Virginia
$378M -$55.8M -13% 10.6% 93.4% 164 16.46%
VC
2011
Vicus Capital
Pennsylvania
$377M -$6.69M -2% 7.43% 48.6% 205 18.54%
DS
2012
Dalal Street
Texas
$377M -$97.5M -21% 12.5% 155% 7 0%
JC
2013
Jacobs & Co
California
$377M -$23M -6% 6.38% 92.2% 127 5.51%
WTB
2014
Washington Trust Bank
Washington
$376M -$33.6M -8% 10.3% 69.3% 842 13.18%
SKK
2015
Shepherd Kaplan Krochuk
Massachusetts
$376M -$156M -29% 21.2% 29.8% 516 40.5%
ACM
2016
Ativo Capital Management
Illinois
$376M +$91.9M +32% 5.26% 57.9% 253 23.32%
HTI
2017
Hikari Tsushin Inc
Japan
$376M -$83.2M -18% 4.28% 64% 37 27.03%
1M
2018
13D Management
New York
$376M -$68.6M -15% 8.8% 82.8% 36 38.89%
CCM
2019
Clovis Capital Management
New York
$375M +$49.4M +15% 16.5% 37.4% 26 61.54%
JIC
2020
Joel Isaacson & Co
New York
$375M -$15.5M -4% 6.34% 61.3% 851 20.21%
GPCM
2021
Greenbrier Partners Capital Management
Texas
$375M -$30.3M -7% 1.06% 111% 17 11.76%
CCM
2022
Coldstream Capital Management
Washington
$374M -$8.2M -2% 7.09% 59% 195 27.69%
EOJOAM
2023
E. Ohman J:or Asset Management
Sweden
$373M -$54.2M -13% 6.33% 110% 546 4.76%
CA
2024
Continental Advisors
Utah
$372M -$3.68M -1% 11% 67.6% 184 36.96%
AI
2025
Accredited Investors
Minnesota
$372M -$8.56M -2% 9.81% 74% 92 23.91%