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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)
Arrow Investment Advisors
2001
Arrow Investment Advisors
Maryland
$427M -$33.4M -7% 3.53% 36.3% 84 29.76% 1.3
NM
2002
Newtyn Management
New York
$427M -$92.7M -18% 8.66% 52% 23 52.17% 0.6
Alambic Investment Management
2003
Alambic Investment Management
California
$425M +$26.4M +7% 11.2% 47.6% 606 29.21% 0.5
Marble Harbor Investment Counsel
2004
Marble Harbor Investment Counsel
Massachusetts
$425M +$12.8M +3% 3.17% 66.7% 147 9.52% 2.4
Signet Financial Management
2005
Signet Financial Management
New Jersey
$425M -$6.95M -2% 3.02% 65.2% 187 14.97% 1.2
Tairen Capital
2006
Tairen Capital
Hong Kong
$424M -$43M -9% 17.2% 462% 45 62.22% 0.3
Elm Ridge Management
2007
Elm Ridge Management
New York
$424M +$8.77M +2% 9.43% 93.6% 34 17.65% 1.5
Bank Hapoalim BM
2008
Bank Hapoalim BM
Israel
$424M -$4.24M -1% 4.52% 76.6% 205 15.61% 1.5
NatWest Group
2009
NatWest Group
United Kingdom
$424M +$28.6M +7% 5.61% 207% 146 39.04% 2
TM
2010
Tiger Management
New York
$423M +$113M +37% 6.96% – 37 16.22% 1.1
PCM
2011
Piermont Capital Management
Missouri
$422M +$36M +9% 7.52% 33.2% 310 44.84% 0.6
MCF Advisors
2012
MCF Advisors
Kentucky
$422M +$13.9M +3% 3.59% 50.2% 577 24.78% 2.1
Chemung Canal Trust
2013
Chemung Canal Trust
New York
$422M +$1.07M +0.3% 2.75% 80.9% 124 11.29% 2.6
Goodnow Investment Group
2014
Goodnow Investment Group
Connecticut
$422M -$7.27M -2% 7.85% 131% 27 22.22% 2.2
Catawba Capital Management
2015
Catawba Capital Management
Virginia
$422M +$9.9M +2% 1.92% 33.1% 255 12.16% 2.4
Essex Financial Services
2016
Essex Financial Services
Connecticut
$420M +$6.9M +2% 2.22% 87.7% 329 14.59% 2.4
C.M. Bidwell & Associates
2017
C.M. Bidwell & Associates
Hawaii
$419M +$16.4M +4% 9.91% 70.6% 361 66.2% 0.3
Pictet North America Advisors
2018
Pictet North America Advisors
Switzerland
$419M -$9.3M -2% 6.35% 67.7% 117 29.91% 1
Connable Office Inc
2019
Connable Office Inc
Michigan
$419M +$61.1M +17% 5.96% 68.3% 221 24.89% 1.7
Cypress Capital Group
2020
Cypress Capital Group
Florida
$419M -$8.26M -2% 0.16% 97.8% 192 17.19% 2.4
Bangor Savings Bank
2021
Bangor Savings Bank
Maine
$419M +$12.6M +3% 2.32% 54.6% 139 2.88% 2.5
Lombard Odier Asset Management (Switzerland)
2022
Lombard Odier Asset Management (Switzerland)
Switzerland
$419M -$317M -43% 3.62% 135% 314 75.48% 0.5
Emery Howard Portfolio Management
2023
Emery Howard Portfolio Management
California
$419M +$17.2M +4% 4.26% 66.5% 32 3.13% 2.8
TC
2024
TFS Capital
Pennsylvania
$418M -$126M -23% 11.3% 53.8% 1,247 66.08% 0.5
JMH
2025
J.M. Hartwell
New York
$418M +$25.5M +6% 6.82% 72.2% 83 10.84% 2.3