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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%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
L & S Advisors
Los Angeles,
California
| $404M | +$5.07M | +1% | 5.98% | 231% | 112 | 61.61% | 0.7 |
|
| 2002 |
2002
3I Investments
London Swie 5jd,
United Kingdom
| $404M | -$22.1M | -5% | 5.18% | 64.3% | 1 | 0% | 2.5 |
|
| 2003 |
2003
BVF Inc
San Francisco,
California
| $404M | -$183M | -31% | 18.7% | 592% | 33 | 12.12% | 1.4 |
|
| 2004 |
2004
Ferox Capital Management
London,
United Kingdom
| $404M | +$22.4M | +6% | 0% | 2.07% | 41 | 0% | 0.6 |
|
| 2005 |
TAM
2005
Telemark Asset Management
Boston,
Massachusetts
| $404M | -$23.1M | -5% | 1.67% | 329% | 41 | 58.54% | 0.6 |
|
| 2006 |
2006
Essex Financial Services
Essex,
Connecticut
| $404M | -$12.7M | -3% | 1.36% | 87.7% | 332 | 9.64% | 2.1 |
|
| 2007 |
FPCM
2007
Financial Partners Capital Management
New York
| $403M | -$16.8M | -4% | 0.84% | 34.2% | 124 | 19.35% | 1.9 |
|
| 2008 |
2008
Weiss Asset Management
Boston,
Massachusetts
| $403M | +$7.93M | +2% | 1.3% | 138% | 262 | 83.21% | 0.3 |
|
| 2009 |
PCM
2009
Perritt Capital Management
Chicago,
Illinois
| $402M | -$58.8M | -13% | 1.15% | 80.9% | 247 | 11.34% | 2 |
|
| 2010 |
SCM
2010
Symons Capital Management
Pittsburgh,
Pennsylvania
| $402M | -$4.72M | -1% | 11.3% | 25.4% | 70 | 20% | 1.5 |
|
| 2011 |
2011
Bangor Savings Bank
Bangor,
Maine
| $402M | +$5.55M | +1% | 2.15% | 54.6% | 139 | 5.76% | 2.1 |
|
| 2012 |
2012
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $402M | +$95.9M | +31% | 3.31% | 92.8% | 38 | 2.63% | 1.9 |
|
| 2013 |
2013
Rail-Splitter Capital Management
Chicago,
Illinois
| $402M | -$21.7M | -5% | 0.53% | 64.1% | 49 | 32.65% | 0.7 |
|
| 2014 |
2014
Tufton Capital Management
Hunt Valley,
Maryland
| $402M | -$4.73M | -1% | 3.77% | 96.1% | 108 | 11.11% | 2.3 |
|
| 2015 |
2015
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $402M | -$19M | -5% | 6.22% | 70.6% | 353 | 64.59% | 0.5 |
|
| 2016 |
2016
FundX Investment Group
San Francisco,
California
| $402M | +$97.8M | +32% | 2.96% | 94.6% | 35 | 71.43% | 0.3 |
|
| 2017 |
2017
Cardan Capital Partners
Denver,
Colorado
| $401M | +$167M | +71% | 3.69% | 64% | 115 | 43.48% | 0.2 |
|
| 2018 |
IAA
2018
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $401M | +$26.5M | +7% | 0.83% | 49.3% | 210 | 35.71% | 1 |
|
| 2019 |
2019
Kelly Lawrence W & Associates
Pasadens,
California
| $399M | -$43.1M | -10% | 0.06% | 123% | 175 | 13.71% | 1.5 |
|
| 2020 |
2020
William Harris Investors
Chicago,
Illinois
| $399M | -$17.4M | -4% | 1.79% | 3.28% | 97 | 8.25% | 1.8 |
|
| 2021 |
2021
Smith Salley Wealth Management
Greensboro,
North Carolina
| $399M | -$2.11M | -0.5% | 1.56% | 106% | 168 | 10.12% | 1.8 |
|
| 2022 |
2022
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $399M | +$20M | +5% | 4.98% | 86% | 275 | 15.64% | 1.9 |
|
| 2023 |
2023
Cypress Funds
Los Angeles,
California
| $399M | +$5.54M | +1% | 0.52% | 100% | 31 | 38.71% | 0.7 |
|
| 2024 |
TM
2024
Tiger Management
New York
| $399M | -$376M | -49% | 7.02% | – | 58 | 55.17% | 0.9 |
|
| 2025 |
2025
Vivo Capital
Palo Alto,
California
| $399M | – | – | 14.5% | 7,491% | 24 | – | 0 |
|