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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
LSA
2001
L & S Advisors
California
$404M +$5.07M +1% 5.98% 231% 112 61.61%
3I
2002
3I Investments
United Kingdom
$404M -$22.1M -5% 5.18% 64.3% 1 0%
BI
2003
BVF Inc
California
$404M -$183M -31% 18.7% 592% 33 12.12%
FCM
2004
Ferox Capital Management
United Kingdom
$404M +$22.4M +6% 0% 2.07% 41 0%
TAM
2005
Telemark Asset Management
Massachusetts
$404M -$23.1M -5% 1.67% 329% 41 58.54%
EFS
2006
Essex Financial Services
Connecticut
$404M -$12.7M -3% 1.36% 87.7% 332 9.64%
FPCM
2007
Financial Partners Capital Management
New York
$403M -$16.8M -4% 0.84% 34.2% 124 19.35%
WAM
2008
Weiss Asset Management
Massachusetts
$403M +$7.93M +2% 1.3% 138% 262 83.21%
PCM
2009
Perritt Capital Management
Illinois
$402M -$58.8M -13% 1.15% 80.9% 247 11.34%
SCM
2010
Symons Capital Management
Pennsylvania
$402M -$4.72M -1% 11.3% 25.4% 70 20%
BSB
2011
Bangor Savings Bank
Maine
$402M +$5.55M +1% 2.15% 49.6% 139 5.76%
MIHAS
2012
Maj Invest Holding A/S
Denmark
$402M +$95.9M +31% 3.31% 92.8% 38 2.63%
RSCM
2013
Rail-Splitter Capital Management
Illinois
$402M -$21.7M -5% 0.53% 64.1% 49 32.65%
TCM
2014
Tufton Capital Management
Maryland
$402M -$4.73M -1% 3.77% 86.5% 108 11.11%
CMBA
2015
C.M. Bidwell & Associates
Hawaii
$402M -$19M -5% 6.22% 70.6% 353 64.59%
FIG
2016
FundX Investment Group
California
$402M +$97.8M +32% 2.96% 94.6% 35 71.43%
CCP
2017
Cardan Capital Partners
Colorado
$401M +$167M +71% 3.69% 64% 115 43.48%
IAA
2018
Ironsides Asset Advisors
North Carolina
$401M +$26.5M +7% 0.83% 44.9% 210 35.71%
KLWA
2019
Kelly Lawrence W & Associates
California
$399M -$43.1M -10% 0.06% 123% 175 13.71%
WHI
2020
William Harris Investors
Illinois
$399M -$17.4M -4% 1.79% 3.28% 97 8.25%
SSWM
2021
Smith Salley Wealth Management
North Carolina
$399M -$2.11M -0.5% 1.56% 106% 168 10.12%
DWT
2022
Dorsey & Whitney Trust
South Dakota
$399M +$20M +5% 4.98% 86% 275 15.64%
CF
2023
Cypress Funds
California
$399M +$5.54M +1% 0.52% 100% 31 38.71%
TM
2024
Tiger Management
New York
$399M -$376M -49% 7.02% 58 55.17%
VC
2025
Vivo Capital
California
$399M 14.5% 7,491% 24