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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
$503M +$15.6M +3% 3.67% 74% 89 24.72%
DWT
2002
Dorsey & Whitney Trust
South Dakota
$503M +$1.11M +0.2% 3.68% 68.3% 376 16.76%
EC
2003
Estate Counselors
Wisconsin
$502M +$61.1M +14% 3.45% 52.1% 61 8.2%
BTIS
2004
BB&T Investment Services
North Carolina
$501M +$103M +26% 3.33% 1,387 20.69%
MVUM
2005
Matrix VIII US Management
Massachusetts
$501M +$59.9M +14% 13.6% 1 0%
KFS
2006
Kurt F. Somerville
$501M +$11.3M +2% 4.78% 62.7% 111 11.71%
CCP
2007
Cardan Capital Partners
Colorado
$501M -$12.4M -2% 2.91% 64% 127 9.45%
AAIM
2008
American Assets Investment Management
California
$501M +$17.1M +4% 3.07% 413% 160 9.38%
TCM
2009
Tygh Capital Management
Oregon
$500M +$59.4M +13% 9.1% 251% 102 28.43%
CFG
2010
CNO Financial Group
Indiana
$500M +$113M +29% 0.67% 22 27.27%
LCM
2011
Lomas Capital Management
New York
$500M +$35.5M +8% 8.68% 66.3% 38 47.37%
TCM
2012
Tufton Capital Management
Maryland
$500M +$7.17M +1% 3.79% 86.5% 139 12.95%
MFAM
2013
Motley Fool Asset Management
Virginia
$499M +$16.4M +3% 5.89% 95.5% 69 8.7%
SC
2014
Selz Capital
New York
$498M +$144M +41% 5.8% 10.2% 67 41.79%
IFAM
2015
Institutional & Family Asset Management
Colorado
$498M +$89.2M +22% 2.48% 19% 177 28.81%
CCM
2016
Condor Capital Management
New Jersey
$498M +$23M +5% 4.43% 47.3% 180 3.89%
PWP
2017
Private Wealth Partners
California
$497M +$36.9M +8% 5.69% 92.8% 130 19.23%
HCM
2018
Heathbridge Capital Management
Ontario, Canada
$497M +$32.1M +7% 6.49% 58.7% 32 6.25%
GPCM
2019
Greenbrier Partners Capital Management
Texas
$496M +$21.4M +5% 5.32% 111% 16 0%
BGDI
2020
BW Gestao de Investimentos
Brazil
$496M +$124M +33% 3.86% 69.8% 103 37.86%
CLC
2021
Charles-Lim Capital
Hong Kong
$495M +$96.2M +24% 12.4% 21.5% 7 28.57%
VC
2022
Vivo Capital
California
$495M +$97.7M +25% 18.2% 7,374% 33 33.33%
RP
2023
Regal Partners
Australia
$494M +$36.2M +8% 4.65% 133% 12 25%
TCM
2024
Tekne Capital Management
New York
$494M +$31.2M +7% 11.4% 258% 17 11.76%
DAM
2025
Deltec Asset Management
New York
$493M +$5.54M +1% 2.91% 128% 189 25.4%