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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
FANJ
2001
Financial Architects (New Jersey)
New Jersey
$426M +$53.3M +14% 3.78% 31.3% 1,591 18.92%
PA
2002
Parallel Advisors
California
$426M 2.4% 82.3% 1,821
CCT
2003
Chemung Canal Trust
New York
$425M +$3.17M +0.8% 5.15% 80.9% 121 5.79%
CW
2004
Cobiz Wealth
Colorado
$425M +$9.87M +2% 4.59% 54% 139 4.32%
BJ
2005
Brouwer & Janachowski
California
$424M +$25.4M +6% 1.98% 41.8% 55 16.36%
ACM
2006
Ativo Capital Management
Illinois
$424M -$8.66M -2% 2.66% 57.9% 241 19.09%
CMBA
2007
C.M. Bidwell & Associates
Hawaii
$424M +$4.68M +1% 12.1% 59.8% 352 65.06%
EHPM
2008
Emery Howard Portfolio Management
California
$424M +$5.49M +1% 0.21% 66.5% 34 8.82%
ELFC
2009
E-L Financial Corp
Ontario, Canada
$424M 2.2% 68.6% 2
HCM
2010
Heathbridge Capital Management
Ontario, Canada
$424M +$41M +11% 8.28% 58.7% 30 10%
GS
2011
GAM Systematic
United Kingdom
$424M -$53.3M -11% 7.37% 67.3% 710 30.14%
DIG
2012
Dragoneer Investment Group
California
$423M -$20M -5% 2.56% 45.6% 23 34.78%
AC
2013
Armistice Capital
New York
$423M +$111M +36% 2.35% 44.1% 67 64.18%
BSB
2014
Bangor Savings Bank
Maine
$423M +$3.55M +0.8% 1.77% 49.6% 142 6.34%
CCG
2015
Cypress Capital Group
Florida
$421M +$2.12M +0.5% 1.77% 83.9% 197 15.74%
PWP
2016
Private Wealth Partners
California
$421M +$4.66M +1% 4.75% 92.8% 127 18.11%
FGP
2017
Foyston, Gordon, & Payne
Ontario, Canada
$421M -$97M -19% 1.89% 56.9% 78 14.1%
OW
2018
Orbis World
British Virgin Islands
$421M -$58.8M -12% 12.2% 3 0%
ASA
2019
Armstrong Shaw Associates
Connecticut
$421M +$18.1M +4% 9.49% 51.2% 50 12%
CC
2020
Chanos & Company
New York
$420M +$111M +36% 6.02% 58 48.28%
BHMP
2021
Bardin Hill Management Partners
New York
$419M +$57.5M +16% 13.6% 214% 40 80%
IVM
2022
InterWest Venture Management
California
$419M 15.9% 57.6% 14
ES
2023
Equitec Specialists
Illinois
$419M +$74.8M +22% 8.89% 65.4% 147 49.66%
APCM
2024
Alaska Permanent Capital Management
Alaska
$419M +$24.8M +6% 0.3% 32.5% 29 31.03%
IMOV
2025
Investment Management of Virginia
Virginia
$419M +$10.9M +3% 6.56% 93.4% 148 6.76%