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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
PFU
2001
Parus Finance (UK)
United Kingdom
$553M -$17M -3% 5.52% 199% 18 11.11%
NFA
2002
Nationwide Fund Advisors
Ohio
$552M -$24.9B -98% 4.47% 28.3% 3,198 99.87%
APCM
2003
Alaska Permanent Capital Management
Alaska
$552M +$22.9M +4% 3.56% 42.8% 26 7.69%
HA
2004
Highland Associates
Alabama
$551M 3.87% 2
HAM
2005
Hillcrest Asset Management
Texas
$551M -$1.01M -0.2% 0.06% 97.2% 64 17.19%
ECM
2006
Ensemble Capital Management
California
$550M +$73.3M +15% 8.33% 36.2% 40 25%
HR
2007
Howe & Rusling
New York
$550M +$9.63M +2% 6.78% 82% 927 14.13%
HIC
2008
Harvey Investment Company
Kentucky
$550M +$43.1M +9% 8.16% 48.4% 87 8.05%
MCTIC
2009
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$550M +$40.6M +8% 7.4% 38.8% 98 5.1%
FFIC
2010
First Fiduciary Investment Counsel
Ohio
$549M +$2.67M +0.5% 7.65% 48.1% 47 14.89%
CA
2011
Cortland Associates
Missouri
$549M +$12.7M +2% 5.41% 57.1% 55 18.18%
SM
2012
Seminole Management
New York
$549M +$82.3M +18% 7.45% 95.4% 34 58.82%
AAM
2013
Autus Asset Management
Arizona
$548M +$27.8M +5% 6.12% 26.3% 155 7.74%
PHS
2014
Pekin Hardy Strauss
Illinois
$548M +$13M +2% 6.6% 102% 201 10.95%
BC
2015
Boxer Capital
California
$547M +$108M +25% 14.5% 262% 36 44.44%
SWM
2016
SeaCrest Wealth Management
New York
$547M 4.91% 142% 2,284
GIG
2017
Goodnow Investment Group
Connecticut
$546M +$61M +13% 12.3% 131% 26 11.54%
FBFS
2018
First Business Financial Services
Wisconsin
$545M +$42.5M +8% 4.59% 74% 88 20.45%
Cetera Investment Advisers
2019
Cetera Investment Advisers
Illinois
$545M +$93M +21% 4.83% 73.4% 424 11.32%
KLWA
2020
Kelly Lawrence W & Associates
California
$544M +$18.9M +4% 5.47% 123% 160 15.63%
EECFV
2021
EnCap Energy Capital Fund VIII
Texas
$543M +$394M +264% 6.56% 6.16% 3 66.67%
WAM
2022
Winslow Asset Management
Ohio
$543M +$27M +5% 7.53% 89.9% 96 4.17%
GAMA
2023
Graticule Asia Macro Advisors
New York
$543M -$1.64B -75% 7.35% 104 75%
FC
2024
Finepoint Capital
Massachusetts
$543M +$93.9M +21% 7.84% 27.4% 11 27.27%
TW
2025
Transform Wealth
Colorado
$543M +$256M +89% 7.54% 48.4% 259 22.78%