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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
MHIC
2001
Marble Harbor Investment Counsel
Massachusetts
$445M +$19.3M +5% 1.75% 66.7% 150 6.67%
WTB
2002
Washington Trust Bank
Washington
$444M +$27.9M +7% 6.1% 80.5% 1,177 16.06%
CL
2003
CPWM LLC
Washington
$443M -$10.9M -2% 3.34% 36.6% 296 20.95%
3AM
2004
3EDGE Asset Management
Florida
$443M 2.14% 44.1% 21
MC
2005
Middleton & Co
Massachusetts
$443M -$3.28M -0.7% 2.22% 69.7% 161 6.83%
PFMOSF
2006
Philadelphia Financial Management of San Francisco
California
$443M -$9.72M -2% 26.7% 209% 48 70.83%
WAMC
2007
Western Asset Management Company
California
$442M -$90.2M -17% 0.69% 2.29% 28 14.29%
CPM
2008
Crescent Park Management
California
$442M -$130M -23% 5.94% 87% 31 38.71%
WCM
2009
Windham Capital Management
Massachusetts
$441M -$10.9M -2% 1.59% 8.3% 31 25.81%
LSA
2010
L & S Advisors
California
$441M +$78.7M +22% 8.6% 231% 193 49.74%
NAP
2011
New Amsterdam Partners
New York
$440M +$4.85M +1% 11.2% 73.9% 142 32.39%
DWT
2012
Dorsey & Whitney Trust
South Dakota
$439M +$2.48M +0.6% 3.47% 86% 316 12.66%
BFM
2013
Boothbay Fund Management
New York
$439M -$21.9M -5% 3.67% 328% 1,083 68.05%
EWM
2014
Essex Woodlands Management
Texas
$438M -$42.1M -9% 5.81% 55% 10 0%
HHMI
2015
Howard Hughes Medical Institute
Maryland
$438M +$49.5M +13% 3.17% 70.9% 179 33.52%
PCM
2016
Piermont Capital Management
Missouri
$438M +$15.2M +4% 11.4% 33.2% 292 32.19%
FNF
2017
Fidelity National Financial
Florida
$438M +$5.49M +1% 4.74% 2.54% 25 16%
XGI
2018
XL Group Investments
Bermuda
$437M 1.41% 26
LRPA
2019
L. Roy Papp & Associates
Arizona
$437M +$5.47M +1% 1.22% 64.3% 158 10.13%
COI
2020
Connable Office Inc
Michigan
$436M +$16.2M +4% 4.58% 68.3% 224 12.95%
PCIG
2021
Partners Capital Investment Group
Massachusetts
$435M +$27.3M +7% 1.85% 47.5% 81 16.05%
SH
2022
SeaTown Holdings
Singapore
$435M -$93.5M -18% 1.08% 220% 55 78.18%
FWM
2023
FFT Wealth Management
Pennsylvania
$434M +$197M +83% 0.15% 65.6% 86 26.74%
SS
2024
Simplicity Solutions
Minnesota
$433M +$228M +111% 0.78% 37.1% 372 42.2%
BM
2025
Brandywine Managers
Delaware
$433M -$14M -3% 5.42% 96.3% 21 85.71%