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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2001 |
FBFS
2001
First Business Financial Services
Madison,
Wisconsin
| $487M | +$12.9M | +3% | 2.39% | 74% | 86 | 23.26% |
|
| 2002 |
HA
2002
Halsey Associates
New Haven,
Connecticut
| $487M | +$15.1M | +3% | 4.71% | 63.8% | 101 | 10.89% |
|
| 2003 |
PC
2003
PM Capital
Sydney,
Australia
| $487M | -$22.1M | -4% | 5.5% | 105% | 28 | 3.57% |
|
| 2004 |
SAM
2004
Strategy Asset Managers
Pasadena,
California
| $486M | +$25.7M | +6% | 3.14% | 108% | 127 | 7.09% |
|
| 2005 |
JC
2005
Joho Capital
New York
| $486M | -$37.2M | -7% | 13% | 80.2% | 9 | 44.44% |
|
| 2006 |
SCA
2006
Summit Creek Advisors
Minneapolis,
Minnesota
| $486M | +$9.07M | +2% | 8.78% | 68.8% | 55 | 9.09% |
|
| 2007 |
DS
2007
Dudley & Shanley
Palm Beach,
Florida
| $485M | +$5.48M | +1% | 1.82% | 57% | 32 | 15.63% |
|
| 2008 |
RCMNY
2008
Rubric Capital Management (New York)
New York
| $485M | +$142M | +41% | 1.05% | 251% | 64 | 67.19% |
|
| 2009 |
G
2009
GenTrust
Miami,
Florida
| $485M | +$51.7M | +12% | 1.67% | 53% | 87 | 21.84% |
|
| 2010 |
AAIM
2010
American Assets Investment Management
San Diego,
California
| $484M | -$6.98M | -1% | 0.82% | 507% | 157 | 6.37% |
|
| 2011 |
FIB
2011
First Interstate Bank
Billings,
Montana
| $483M | -$1.08M | -0.2% | 1.64% | 48.2% | 733 | 13.23% |
|
| 2012 |
MFAM
2012
Motley Fool Asset Management
Alexandria,
Virginia
| $483M | +$19.3M | +4% | 8.82% | 117% | 77 | 23.38% |
|
| 2013 |
SWA
2013
SFMG Wealth Advisors
Plano,
Texas
| $482M | -$11.7M | -2% | 2.33% | 76.1% | 126 | 11.9% |
|
| 2014 |
2014
Lido Advisors
Los Angeles,
California
| $481M | +$120M | +33% | 1.71% | 75% | 289 | 23.88% |
|
| 2015 |
JMH
2015
J.M. Hartwell
New York
| $481M | +$22.1M | +5% | 5.43% | 72.2% | 92 | 16.3% |
|
| 2016 |
GTC
2016
Ghost Tree Capital
New York
| $481M | -$55.4M | -10% | 8.55% | 265% | 92 | 58.7% |
|
| 2017 |
CHA
2017
Cedar Hill Associates
Chicago,
Illinois
| $481M | +$942K | +0.2% | 2.27% | 21% | 82 | 13.41% |
|
| 2018 |
BFM
2018
Boothbay Fund Management
New York
| $481M | -$55.6M | -10% | 3.44% | 328% | 998 | 64.13% |
|
| 2019 |
BFS
2019
Baskin Financial Services
Toronto,
Ontario, Canada
| $480M | +$27M | +6% | 5% | 60% | 50 | 14% |
|
| 2020 |
STCG
2020
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $479M | +$6.5M | +1% | 1.25% | 34.2% | 39 | 5.13% |
|
| 2021 |
FPCM
2021
Financial Partners Capital Management
New York
| $479M | +$23M | +5% | 2.67% | 34.2% | 121 | 14.05% |
|
| 2022 |
GIG
2022
Goodnow Investment Group
Darien,
Connecticut
| $478M | +$42.2M | +10% | 14.4% | 131% | 26 | 26.92% |
|
| 2023 |
PGCM
2023
Prescott Group Capital Management
Tulsa,
Oklahoma
| $477M | +$19.2M | +4% | 4.82% | 148% | 188 | 23.94% |
|
| 2024 |
KGI
2024
Kopernik Global Investors
Tampa,
Florida
| $476M | +$34.5M | +8% | 5.55% | 128% | 28 | 21.43% |
|
| 2025 |
DCM
2025
Decatur Capital Management
Decatur,
Georgia
| $476M | -$38.1M | -7% | 7.74% | 135% | 97 | 64.95% |
|