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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
FRGX
2001
First Reserve GP XI
Connecticut
$400M +$102M +34% 57.1% 26.4% 2 0%
AIM
2002
Alambic Investment Management
California
$399M +$89.7M +29% 3.59% 47.6% 639 41.47%
PGH
2003
Partners Group Holding
Switzerland
$399M -$71.1M -15% 7.42% 35.5% 42 9.52%
WHI
2004
William Harris Investors
Illinois
$399M -$307K -0.1% 1.93% 3.28% 102 11.76%
PL
2005
Parthenon LLC
Kentucky
$399M +$9.13M +2% 3.3% 80.8% 110 2.73%
CCM
2006
Crestwood Capital Management
New York
$398M -$108M -21% 4.32% 129% 36 27.78%
SFG
2007
SNS Financial Group
Minnesota
$398M +$5.3M +1% 1.85% 41.8% 138 23.19%
DAM
2008
Deltec Asset Management
New York
$398M -$431K -0.1% 1.83% 128% 165 22.42%
OMCS
2009
Old Mutual Customised Solutions
South Africa
$397M +$11.2M +3% 4.28% 49.7% 739 5.82%
CW
2010
Cobiz Wealth
Colorado
$397M -$10.5M -3% 2.26% 54% 147 12.24%
EWM
2011
Essex Woodlands Management
Texas
$397M +$14.8M +4% 6.82% 203% 10 10%
HAM
2012
Hillcrest Asset Management
Texas
$397M -$1.67M -0.4% 4.39% 97.2% 53 13.21%
VCM
2013
V3 Capital Management
Texas
$397M +$19.8M +5% 6.48% 20.5% 21 66.67%
SIA
2014
SeaBridge Investment Advisors
New Jersey
$396M -$15.4M -4% 0.04% 128% 280 21.43%
NG
2015
NatWest Group
United Kingdom
$395M -$52.1M -12% 2.31% 186% 133 21.8%
DIG
2016
Dragoneer Investment Group
California
$395M +$77.1M +24% 6.69% 45.6% 19 42.11%
JAFL
2017
Jay A. Fishman Ltd
Michigan
$395M +$10.2M +3% 0.61% 107% 91 10.99%
CC
2018
Carbonado Capital
New York
$393M +$5.6M +1% 7.22% 62.2% 12 8.33%
ASA
2019
Armstrong Shaw Associates
Connecticut
$392M +$5.42M +1% 1.13% 51.2% 41 12.2%
JMH
2020
J.M. Hartwell
New York
$392M -$22M -5% 3.86% 72.2% 89 21.35%
IMOV
2021
Investment Management of Virginia
Virginia
$391M +$10.2M +3% 1.08% 93.4% 151 10.6%
BC
2022
Bruce & Co
Illinois
$391M +$32.5M +9% 7.01% 65.7% 50 8%
KPCM
2023
Kings Point Capital Management
New York
$391M -$2.04M -0.5% 4.14% 80.1% 343 13.41%
ACM
2024
Academy Capital Management
Texas
$389M -$23.4M -6% 0.55% 71.3% 45 11.11%
BI
2025
Bulldog Investors
New Jersey
$389M -$38.2M -9% 3.6% 20.9% 103 28.16%