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