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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 Avg Holding
Period (Yrs)
Kopernik Global Investors
2001
Kopernik Global Investors
Florida
$514M +$38.4M +8% 3.58% 128% 31 22.58% 1.9
Great Point Partners
2002
Great Point Partners
Connecticut
$514M -$44.2M -8% 29% 710% 50 50% 0.9
C
2003
Chescapmanager
Maryland
$514M -$78.7M -13% 2.68% 202% 48 35.42% 0.5
Sandhill Capital Partners
2004
Sandhill Capital Partners
New York
$513M +$40.1M +8% 6.52% 64.9% 71 15.49% 2.6
McGowan Group Asset Management
2005
McGowan Group Asset Management
Texas
$513M +$24M +5% 2.22% 69.8% 88 11.36% 1.9
John G. Ullman & Associates
2006
John G. Ullman & Associates
New York
$513M +$8.91M +2% 4.74% 156% 121 15.7% 2.7
RP
2007
RBS Partners
Florida
$512M -$32M -6% 0.88% 210% 7 14.29% 3.5
Northstar Investment Advisors
2008
Northstar Investment Advisors
Colorado
$512M +$17.1M +3% 2.99% 85.8% 133 20.3% 2.5
Exane Asset Management
2009
Exane Asset Management
France
$512M +$191M +60% 8.16% 74.5% 170 70.59% 0.3
SFMG Wealth Advisors
2010
SFMG Wealth Advisors
Texas
$512M +$29.4M +6% 2.94% 76.1% 134 14.93% 2.1
JMH
2011
J.M. Hartwell
New York
$511M +$29.7M +6% 6.03% 72.2% 89 12.36% 2.6
RI
2012
RPTC Inc
Wyoming
$511M +$102M +25% 12.6% 66.4% 17 82.35% 0
Signet Financial Management
2013
Signet Financial Management
New Jersey
$510M +$37M +8% 4.85% 65.2% 208 15.38% 1.6
MCF Advisors
2014
MCF Advisors
Kentucky
$510M +$6.84M +1% 3.23% 50.2% 562 19.22% 2.3
GCA Investment Management
2015
GCA Investment Management
New York
$510M -$13.9M -3% 6.84% 27.3% 41 24.39% 1.1
Gillson Capital
2016
Gillson Capital
Illinois
$510M +$74.6M +17% 4.79% 84.9% 53 60.38% 0.3
Garde Capital
2017
Garde Capital
Washington
$510M +$107M +27% 3.79% 57.6% 171 23.39% 1.6
MCTIC
2018
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$509M +$16.5M +3% 4.25% 38.8% 96 2.08% 3.2
Advisor Partners
2019
Advisor Partners
California
$509M +$83.5M +20% 4.63% 63.8% 512 13.09% 2.1
VCM
2020
V3 Capital Management
Texas
$509M +$101M +25% 3.38% 20.5% 18 50% 0.8
Summit Creek Advisors
2021
Summit Creek Advisors
Minnesota
$508M +$22.2M +5% 7.5% 68.8% 59 16.95% 2.2
Intrinsic Edge Capital Management
2022
Intrinsic Edge Capital Management
Illinois
$507M +$184M +57% 14.4% 283% 170 66.47% 0.2
Halsey Associates
2023
Halsey Associates
Connecticut
$507M +$20.3M +4% 4.65% 63.8% 97 10.31% 3.4
Harvey Investment Company
2024
Harvey Investment Company
Kentucky
$507M +$13.1M +3% 2.78% 56.4% 84 7.14% 3.5
Sensato Investors
2025
Sensato Investors
California
$506M +$110M +28% 14.5% 75.8% 84 54.76% 0.9