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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
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250
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2,500
5,000
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50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2001 |
CCA
2001
Checchi Capital Advisers
Beverly Hills,
California
| $396M | +$27.9M | +8% | 4.58% | 56.1% | 383 | 15.67% |
|
| 2002 |
BSB
2002
Bangor Savings Bank
Bangor,
Maine
| $396M | +$4.77M | +1% | 3.24% | 49.6% | 143 | 7.69% |
|
| 2003 |
ECM
2003
EII Capital Management
New York
| $396M | -$219M | -36% | 5.79% | 46.9% | 132 | 12.88% |
|
| 2004 |
OMCS
2004
Old Mutual Customised Solutions
Pinelands,
South Africa
| $396M | +$25.5M | +7% | 7.55% | 49.7% | 732 | 2.73% |
|
| 2005 |
GKFF
2005
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $396M | -$117M | -23% | 7.56% | 75.9% | 17 | 17.65% |
|
| 2006 |
PFP
2006
Patriot Financial Partners
Radnor,
Pennsylvania
| $395M | -$23M | -5% | 4.06% | 16.6% | 18 | 22.22% |
|
| 2007 |
NM
2007
Newtyn Management
New York
| $395M | +$7.68M | +2% | 6.52% | 52% | 18 | 61.11% |
|
| 2008 |
2008
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $395M | +$66.4M | +20% | 2.62% | 77.1% | 141 | 36.17% |
|
| 2009 |
WAM
2009
Weiss Asset Management
Boston,
Massachusetts
| $395M | +$259M | +192% | 0.71% | 87.3% | 259 | 90.35% |
|
| 2010 |
FI
2010
FormulaFolio Investments
Grand Rapids,
Michigan
| $394M | +$81.2M | +26% | 2.14% | 41.4% | 125 | 39.2% |
|
| 2011 |
CA
2011
Continental Advisors
Park City,
Utah
| $394M | +$21.4M | +6% | 5.17% | 69% | 185 | 34.59% |
|
| 2012 |
VC
2012
Vicus Capital
State College,
Pennsylvania
| $394M | +$16.4M | +4% | 3.99% | 48.6% | 217 | 21.2% |
|
| 2013 |
GWM
2013
Gupta Wealth Management
San Diego,
California
| $393M | -$16.9M | -4% | 3.51% | – | 1,432 | 26.19% |
|
| 2014 |
AAM
2014
Autus Asset Management
Scottsdale,
Arizona
| $393M | +$66M | +20% | 4.15% | 26.3% | 166 | 24.7% |
|
| 2015 |
CF
2015
Cypress Funds
Los Angeles,
California
| $393M | +$48.4M | +14% | 5.81% | 114% | 30 | 43.33% |
|
| 2016 |
DAM
2016
Deltec Asset Management
New York
| $393M | -$10.6M | -3% | 5.62% | 128% | 209 | 40.67% |
|
| 2017 |
RC
2017
Randolph Company
Cincinnati,
Ohio
| $393M | -$24.8M | -6% | 6.16% | 120% | 44 | 34.09% |
|
| 2018 |
CP
2018
Covalent Partners
Concord,
Massachusetts
| $393M | -$81.8M | -17% | 0.19% | 36.6% | 42 | 35.71% |
|
| 2019 |
CWM
2019
Cabot Wealth Management
Salem,
Massachusetts
| $391M | +$29.2M | +8% | 3.31% | 55.6% | 152 | 16.45% |
|
| 2020 |
KA
2020
Kerrisdale Advisers
Miami,
Florida
| $391M | +$47.5M | +14% | 4.9% | 49.7% | 62 | 59.68% |
|
| 2021 |
KCM
2021
KSA Capital Management
Morristown,
New Jersey
| $391M | +$122M | +45% | 25.9% | 109% | 33 | 30.3% |
|
| 2022 |
VCM
2022
V3 Capital Management
Dallas,
Texas
| $390M | -$6.5M | -2% | 6.25% | 20.5% | 20 | 45% |
|
| 2023 |
EGM
2023
Espalier Global Management
New York
| $390M | -$229M | -37% | 12.6% | 97.2% | 104 | 77.88% |
|
| 2024 |
WFI
2024
West Family Investments
Carlsbad,
California
| $390M | -$94M | -19% | 0.62% | 76.4% | 126 | 18.25% |
|
| 2025 |
MAM
2025
Mark Asset Management
New York
| $389M | +$45.8M | +13% | 11.3% | 234% | 66 | 40.91% |
|