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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
SCA
2001
Summit Creek Advisors
Minnesota
$550M +$17.3M +3% 6.38% 68.8% 59 11.86%
AAS
2002
Annex Advisory Services
Wisconsin
$550M +$20.8M +4% 0.19% 77.9% 140 20.71%
AB
2003
Atlas Brown
Kentucky
$550M -$10.5M -2% 4.69% 102% 147 6.8%
GAM
2004
Griffin Asset Management
New York
$549M -$12.5M -2% 3.04% 80.7% 214 6.54%
EIM
2005
Elephas Investment Management
Hong Kong
$549M +$171M +45% 1.41% 422% 29 68.97%
AWG
2006
Alpha Wave Global
New York
$547M +$111M +25% 9.6% 226% 26 46.15%
MTC
2007
McDaniel Terry & Co
Texas
$547M -$18.1M -3% 2.28% 57.9% 63 4.76%
SC
2008
Serenity Capital
California
$547M +$155M +40% 10.4% 8 25%
SWM
2009
SeaCrest Wealth Management
New York
$545M -$1.65M -0.3% 0.85% 142% 2,379 7.9%
GIA
2010
Granite Investment Advisors
New Hampshire
$545M -$23.3M -4% 2.19% 55.6% 192 18.23%
OIM
2011
Opus Investment Management
Massachusetts
$545M -$16.6M -3% 3.8% 52.8% 96 9.38%
CPP
2012
Crow Point Partners
Massachusetts
$544M -$91.1M -14% 1.36% 56.9% 338 45.86%
DWT
2013
Dorsey & Whitney Trust
South Dakota
$544M +$1.65M +0.3% 2.17% 86% 400 17.5%
BIM
2014
Barton Investment Management
Pennsylvania
$542M +$86.7M +19% 27.3% 80.3% 41 2.44%
CCP
2015
Corient Capital Partners
California
$542M -$45.6M -8% 2.08% 39.2% 291 18.21%
GLI
2016
Guardian Life Insurance
New York
$542M +$84.6M +19% 0.16% 529 1.51%
HIC
2017
Harvey Investment Company
Kentucky
$542M -$7.98M -1% 0.01% 48.4% 89 8.99%
JC
2018
Jacobs & Co
California
$541M -$11.9M -2% 0.8% 92.2% 126 7.14%
JCM
2019
Jag Capital Management
Missouri
$541M +$7.87M +1% 10.2% 230% 110 23.64%
BCM
2020
Basso Capital Management
Connecticut
$541M -$71.6M -12% 0.77% 85.5% 212 32.55%
IRF
2021
IBM Retirement Fund
New York
$541M -$49.4M -8% 0% 54.4% 528 28.6%
AP
2022
Advisor Partners
California
$540M -$19.5M -3% 0.35% 63.8% 614 16.61%
JAM
2023
Jacobs Asset Management
New York
$540M +$11.6M +2% 2.06% 114% 55 23.64%
EC
2024
Estate Counselors
Wisconsin
$539M +$38.7M +8% 1.03% 60% 76 28.95%
CCM
2025
Corsair Capital Management
New York
$539M -$21.5M -4% 1.99% 435% 61 8.2%