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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
CA
2001
CapWealth Advisors
Tennessee
$399M -$24.9M -6% 8.03% 143% 323 15.79%
TCM
2002
Tenor Capital Management
New York
$399M -$111M -22% 0.18% 4.73% 52 15.38%
PAS
2003
Professional Advisory Services
Florida
$399M -$18.8M -5% 5.35% 61.8% 62 17.74%
UR
2004
USCA RIA
Texas
$398M +$21.2M +6% 8.19% 60.6% 410 27.32%
FPCM
2005
Financial Partners Capital Management
New York
$398M -$9.83M -2% 7.2% 34.2% 126 15.08%
PWP
2006
Private Wealth Partners
California
$397M -$45.4M -10% 8.99% 112% 149 18.79%
BOTOTLSJU
2007
Board of Trustees of The Leland Stanford Junior University
California
$397M +$169M +74% 14.9% 142% 29 65.52%
GFWEX
2008
G.F.W. Energy X
Texas
$397M -$127M -24% 21.1% 71.3% 4 0%
VCM
2009
V3 Capital Management
Texas
$397M -$56.1M -12% 1.31% 20.5% 21 47.62%
CC
2010
Corsair Capital
New York
$397M -$34.7M -8% 6.98% 17.1% 3 0%
NONA
2011
Ninety One North America
New York
$396M +$84.3M +27% 13.9% 62.9% 116 28.45%
PFS
2012
Prospera Financial Services
Texas
$395M -$25M -6% 5.95% 97.4% 346 29.48%
PAM
2013
Premier Asset Management
Illinois
$395M -$29.5M -7% 6.32% 104% 101 17.82%
FTUS
2014
Flow Traders U.S.
New York
$394M -$126M -24% 10.8% 86.5% 274 64.6%
RCIM
2015
Russell Clark Investment Management
United Kingdom
$393M +$4.57M +1% 8.32% 172% 38 39.47%
ACM
2016
Acertus Capital Management
New Jersey
$392M -$41.4M -10% 6.9% 23.5% 5 0%
KFS
2017
Kurt F. Somerville
$392M -$40M -9% 6.73% 92.9% 138 10.14%
TCM
2018
Tekne Capital Management
New York
$392M -$146M -27% 3.58% 516% 19 31.58%
BSB
2019
Bangor Savings Bank
Maine
$391M -$23.9M -6% 5.17% 49.6% 150 11.33%
FDCC
2020
Foster Dykema Cabot & Co
Massachusetts
$391M +$5.98M +2% 7.59% 34% 93 10.75%
CIM
2021
Corbyn Investment Management
Maryland
$391M -$66.6M -15% 8.49% 71.9% 55 7.27%
MA
2022
MCF Advisors
Kentucky
$390M -$7.04M -2% 7.68% 50.2% 485 14.43%
LNWWM
2023
Laird Norton Wetherby Wealth Management
California
$390M -$25.7M -6% 7.17% 525 18.67%
BHMP
2024
Bardin Hill Management Partners
New York
$390M -$333M -46% 4.7% 214% 99 68.69%
VM
2025
VHCP Management
New York
$390M +$35.6M +10% 20% 234% 21 28.57%