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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)
Marble Harbor Investment Counsel
2001
Marble Harbor Investment Counsel
Massachusetts
$444M +$19.3M +5% 1.75% 66.7% 150 6.67% 2.6
Washington Trust Bank
2002
Washington Trust Bank
Washington
$444M +$27.9M +7% 6.1% 80.5% 1,177 16.06% 1.5
CPWM LLC
2003
CPWM LLC
Washington
$443M -$10.9M -2% 3.34% 36.6% 296 20.95% 2
3EDGE Asset Management
2004
3EDGE Asset Management
Florida
$443M – – 2.14% 44.1% 21 – 0
Middleton & Co
2005
Middleton & Co
Massachusetts
$443M -$3.28M -0.7% 2.22% 81.8% 161 6.83% 2.6
PFMOSF
2006
Philadelphia Financial Management of San Francisco
California
$443M -$9.7M -2% 26.7% 209% 48 70.83% 0.6
Western Asset Management Company
2007
Western Asset Management Company
California
$442M -$90.2M -17% 0.69% 2.29% 28 14.29% 1.1
Crescent Park Management
2008
Crescent Park Management
California
$442M -$130M -23% 5.94% 87% 31 38.71% 0.8
Windham Capital Management
2009
Windham Capital Management
Massachusetts
$441M -$10.9M -2% 1.59% 8.3% 31 25.81% 1.6
L & S Advisors
2010
L & S Advisors
California
$441M +$78.7M +22% 8.6% 231% 193 49.74% 0.5
NAP
2011
New Amsterdam Partners
New York
$440M +$4.85M +1% 11.2% 73.9% 142 32.39% 1
Dorsey & Whitney Trust
2012
Dorsey & Whitney Trust
South Dakota
$439M +$2.48M +0.6% 3.47% 86% 316 12.66% 2.2
Boothbay Fund Management
2013
Boothbay Fund Management
New York
$439M -$21.9M -5% 3.67% 328% 1,083 68.05% 0.3
Essex Woodlands Management
2014
Essex Woodlands Management
Texas
$438M -$42.1M -9% 5.81% 55% 10 0% 2.4
Howard Hughes Medical Institute
2015
Howard Hughes Medical Institute
Maryland
$438M +$49.5M +13% 3.17% 70.9% 179 33.52% 1.3
PCM
2016
Piermont Capital Management
Missouri
$438M +$15.2M +4% 11.4% 33.2% 292 32.19% 0.7
Fidelity National Financial
2017
Fidelity National Financial
Florida
$438M +$5.49M +1% 4.74% 2.54% 25 16% 1.8
XL Group Investments
2018
XL Group Investments
Bermuda
$437M – – 1.41% – 26 – 0
L. Roy Papp & Associates
2019
L. Roy Papp & Associates
Arizona
$437M +$5.48M +1% 1.22% 80.1% 158 10.13% 2.6
Connable Office Inc
2020
Connable Office Inc
Michigan
$436M +$16.2M +4% 4.58% 68.3% 224 12.95% 1.9
Partners Capital Investment Group
2021
Partners Capital Investment Group
Massachusetts
$435M +$27.3M +7% 1.85% 47.5% 81 16.05% 0.8
SeaTown Holdings
2022
SeaTown Holdings
Singapore
$435M -$93.5M -18% 1.08% 220% 55 78.18% 0.2
FFT Wealth Management
2023
FFT Wealth Management
Pennsylvania
$434M +$197M +83% 0.15% 65.6% 86 26.74% 0.7
Simplicity Solutions
2024
Simplicity Solutions
Minnesota
$433M +$228M +111% 0.78% 37.1% 372 42.2% 0.6
Brandywine Managers
2025
Brandywine Managers
Delaware
$433M -$14M -3% 5.42% 96.3% 21 85.71% 0.3