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