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