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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
KPCM
2001
Kings Point Capital Management
New York
$393M -$10.7M -3% 1.58% 80.1% 361 15.24%
SRFM
2002
Shannon River Fund Management
New York
$393M -$123M -24% 0.59% 337% 37 37.84%
SAM
2003
Sheffield Asset Management
Illinois
$393M -$123M -24% 1.38% 24.5% 25 56%
SFG
2004
SNS Financial Group
Minnesota
$393M -$12.9M -3% 2.15% 41.8% 130 21.54%
HC
2005
Hourglass Capital
Texas
$392M +$6.46M +2% 0.9% 81.1% 119 17.65%
AI
2006
Accredited Investors
Minnesota
$391M -$15M -4% 2.36% 74% 98 14.29%
JA
2007
JLB & Associates
Michigan
$391M +$67.7M +21% 4.44% 57.7% 78 16.67%
PAM
2008
PT Asset Management
Illinois
$391M -$139M -26% 6.83% 7.94% 318 46.54%
DVC
2009
Deer VII & Co
New York
$391M -$45.8M -10% 3.06% 241% 7 14.29%
PFP
2010
Patriot Financial Partners
Pennsylvania
$391M -$4.36M -1% 0.02% 16.6% 17 11.76%
DG
2011
Davidson & Garrard
Virginia
$391M -$11.5M -3% 2.08% 25.2% 198 11.11%
AL
2012
Agran Libbie
California
$390M +$10.6M +3% 1.83% 27.5% 124 7.26%
PFPT
2013
Pinnacle Financial Partners (Tennessee)
Tennessee
$390M +$68.7M +21% 1.77% 86% 281 24.2%
PL
2014
Parthenon LLC
Kentucky
$389M +$6.86M +2% 4.13% 80.8% 109 2.75%
OW
2015
Orbis World
British Virgin Islands
$389M +$94.2M +32% 36.7% 3 0%
CC
2016
Cadinha & Co
Hawaii
$388M -$33.7M -8% 2.38% 123% 111 5.41%
MSR
2017
Main Street Research
Connecticut
$388M -$80.2M -17% 3.22% 159% 120 24.17%
PAM
2018
Premier Asset Management
Illinois
$388M -$13.7M -3% 2.65% 104% 95 14.74%
ASA
2019
Armstrong Shaw Associates
Connecticut
$387M -$36.6M -9% 0.54% 51.2% 44 15.91%
CC
2020
Carbonado Capital
New York
$387M +$159M +70% 6.53% 62.2% 14 42.86%
WTB
2021
Washington Trust Bank
Washington
$387M -$72.2M -16% 4.76% 69.3% 856 22.08%
GWM
2022
Greenwich Wealth Management
Connecticut
$386M -$21.8M -5% 1.08% 163% 198 25.25%
OMCS
2023
Old Mutual Customised Solutions
South Africa
$386M -$10M -3% 3.44% 49.7% 734 5.45%
TAM
2024
Taylor Asset Management
Ontario, Canada
$386M -$30.5M -7% 3.91% 12.9% 40 40%
HPBT
2025
High Point Bank & Trust
North Carolina
$385M -$4.15M -1% 1.18% 16.5% 449 15.37%