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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 Avg Holding
Period (Yrs)
Tenor Capital Management
2001
Tenor Capital Management
New York
$411M +$43.2M +12% 0.04% 4.73% 41 7.32% 0.7
Tensile Capital Management
2002
Tensile Capital Management
California
$411M +$62.3M +18% 2.25% 47.7% 18 11.11% 1.5
Sageworth Trust
2003
Sageworth Trust
Pennsylvania
$411M -$3.06M -0.7% 0.48% 64.5% 38 2.63% 2
American Assets Investment Management
2004
American Assets Investment Management
California
$411M +$43.2M +12% 3.34% 507% 132 15.15% 2
Radcliffe Capital Management
2005
Radcliffe Capital Management
Pennsylvania
$411M -$134M -25% 0.02% 4.8% 32 6.25% 0.8
Formula Growth
2006
Formula Growth
Quebec, Canada
$411M -$7.88M -2% 1.44% 118% 178 28.65% 0.4
Caprock Group
2007
Caprock Group
Idaho
$410M -$11.6M -3% 2.87% – 379 36.94% 0.4
Ativo Capital Management
2008
Ativo Capital Management
Illinois
$410M +$41.5M +11% 3.11% 63.8% 225 21.78% 1.4
CapWealth Advisors
2009
CapWealth Advisors
Tennessee
$409M +$16.1M +4% 2.76% 152% 346 16.47% 1.5
HSC
2010
Harbor Spring Capital
New York
$409M +$2.54M +0.6% 0.65% – 12 0% 0.5
MCF Advisors
2011
MCF Advisors
Kentucky
$408M +$25.5M +7% 2.07% 50.2% 576 25.69% 1.6
SG Capital Management
2012
SG Capital Management
Illinois
$407M +$49.6M +14% 3.99% 250% 86 61.63% 0.3
Hikari Tsushin Inc
2013
Hikari Tsushin Inc
Japan
$407M -$19.1M -4% 1.22% 59.5% 40 15% 2.1
Bangor Savings Bank
2014
Bangor Savings Bank
Maine
$406M +$4.69M +1% 1.89% 54.6% 141 7.8% 2.3
Cardan Capital Partners
2015
Cardan Capital Partners
Colorado
$406M +$5.32M +1% 3.28% 64% 112 25.89% 0.3
Davidson & Garrard
2016
Davidson & Garrard
Virginia
$406M +$15.2M +4% 3.88% 25.2% 193 7.25% 2.4
Steel Grove Capital Advisors
2017
Steel Grove Capital Advisors
Tennessee
$406M +$12.4M +3% 4.72% 106% 212 18.87% 1.4
George Kaiser Family Foundation
2018
George Kaiser Family Foundation
Oklahoma
$406M +$47.5M +13% 13.5% 106% 19 31.58% 1.1
Electron Capital Partners
2019
Electron Capital Partners
New York
$405M +$121M +43% 9% 333% 60 58.33% 0.8
EastBay Asset Management
2020
EastBay Asset Management
New York
$405M +$112M +38% 9.89% 84.9% 28 71.43% 0.1
Hourglass Capital
2021
Hourglass Capital
Texas
$404M +$12.4M +3% 0.44% 89.6% 111 8.11% 2.2
CA
2022
Cornerstone Advisors
North Carolina
$404M -$8.62M -2% 3.37% 108% 241 28.63% 1.4
C.M. Bidwell & Associates
2023
C.M. Bidwell & Associates
Hawaii
$403M +$1.46M +0.4% 7.6% 70.6% 368 69.02% 0.3
Bardin Hill Management Partners
2024
Bardin Hill Management Partners
New York
$403M +$61.2M +18% 12.9% 214% 42 78.57% 0.2
Shepherd Kaplan Krochuk
2025
Shepherd Kaplan Krochuk
Massachusetts
$402M +$80.2M +25% 24.9% 38.5% 388 36.6% 1.2