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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
CCA
2001
Conservest Capital Advisors
Pennsylvania
$471M 5.14% 58.6% 84
APCM
2002
Alaska Permanent Capital Management
Alaska
$471M +$52.6M +13% 4.23% 42.8% 27 25.93%
XGI
2003
XL Group Investments
Bermuda
$471M +$34.7M +8% 4.15% 29 13.79%
PWM
2004
Perigon Wealth Management
California
$471M +$13.2M +3% 6.55% 93.8% 757 25.89%
NG
2005
NatWest Group
United Kingdom
$471M +$90.7M +24% 6.63% 207% 119 22.69%
IVM
2006
InterWest Venture Management
California
$470M +$51M +12% 15.9% 57.6% 14 14.29%
GFWEX
2007
G.F.W. Energy X
Texas
$470M +$145M +44% 11.3% 71.3% 4 50%
JAM
2008
Jacobs Asset Management
New York
$469M -$3.9M -0.8% 0.57% 114% 58 29.31%
3C
2009
361 Capital
Colorado
$467M +$46.3M +11% 8.63% 118% 212 66.98%
OH
2010
Overlook Holdings
British Virgin Islands
$466M +$63.9M +16% 23.3% 2 0%
AR
2011
Argyll Research
Delaware
$465M +$2.35M +0.5% 2.23% 0.8% 5 0%
CCM
2012
Condor Capital Management
New Jersey
$465M +$15.7M +3% 6.24% 58.2% 187 9.09%
JCG
2013
JHL Capital Group
Illinois
$464M -$825M -64% 15.1% 20 60%
FGP
2014
Foyston, Gordon, & Payne
Ontario, Canada
$464M +$42.7M +10% 6.36% 57.2% 73 8.22%
VC
2015
Vicus Capital
Pennsylvania
$463M +$14.7M +3% 3.68% 59.6% 245 15.92%
WTB
2016
Washington Trust Bank
Washington
$463M +$19.7M +4% 5.53% 80.5% 1,098 42.44%
MFAM
2017
Motley Fool Asset Management
Virginia
$463M +$12.8M +3% 8.81% 117% 83 26.51%
TA
2018
TA Associates
Massachusetts
$463M -$194M -30% 1.06% 4 75%
WCM
2019
Windham Capital Management
Massachusetts
$462M +$21.7M +5% 4.9% 8.3% 34 26.47%
BP
2020
BBR Partners
New York
$462M -$117M -20% 5.85% 63.4% 87 31.03%
GWI
2021
Grace & White Inc
New York
$462M -$2.82M -0.6% 2.91% 61.5% 142 4.23%
DBG
2022
De Burlo Group
Massachusetts
$461M +$50M +12% 11.8% 147% 112 24.11%
SAM
2023
Strategy Asset Managers
California
$461M +$3.48M +0.8% 6.15% 108% 124 2.42%
VC
2024
Vestor Capital
Illinois
$460M +$83.9M +22% 5.26% 186% 162 46.3%
SFM
2025
Signet Financial Management
New Jersey
$460M +$41.8M +10% 4.68% 65.2% 214 22.9%