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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
GPCM
2001
Greenbrier Partners Capital Management
Texas
$559M +$30.7M +6% 7.39% 96.1% 17 11.76%
CA
2002
CapWealth Advisors
Tennessee
$558M +$41.1M +8% 2.56% 143% 111 10.81%
FBFS
2003
First Business Financial Services
Wisconsin
$558M +$19.8M +4% 1.58% 74% 89 11.24%
LCM
2004
Legato Capital Management
California
$558M -$29.3M -5% 0.77% 243% 130 11.54%
MFG
2005
Merit Financial Group
Georgia
$558M +$49.2M +10% 1.56% 67.3% 122 17.21%
SCA
2006
Summit Creek Advisors
Minnesota
$557M +$6.99M +1% 12.7% 68.8% 58 8.62%
NA
2007
Newport Asia
California
$557M -$89.9M -14% 2.79% 6 16.67%
JAM
2008
Jacobs Asset Management
New York
$557M +$16.8M +3% 3.2% 114% 61 27.87%
SWM
2009
SeaCrest Wealth Management
New York
$555M +$9.8M +2% 3.58% 142% 2,389 8.87%
TW
2010
Transform Wealth
Colorado
$553M +$26.7M +5% 4.54% 48.4% 243 14.4%
JMH
2011
J.M. Hartwell
New York
$553M +$19.1M +4% 8.91% 72.2% 91 19.78%
HR
2012
Howe & Rusling
New York
$552M +$77K +0% 1.49% 82% 1,017 25.66%
JC
2013
Jacobs & Co
California
$552M +$10.8M +2% 3.78% 92.2% 126 6.35%
FRGX
2014
First Reserve GP XI
Connecticut
$552M +$107M +24% 24% 26.4% 1 0%
OIM
2015
Opus Investment Management
Massachusetts
$552M +$7.19M +1% 1.11% 52.8% 95 5.26%
GAM
2016
Griffin Asset Management
New York
$551M +$1.67M +0.3% 2.95% 80.7% 213 7.51%
PC
2017
PM Capital
Australia
$551M -$3.69M -0.7% 2.02% 105% 25 4%
AH
2018
Allen Holding
New York
$551M -$3.42M -0.6% 0.42% 135% 10 0%
GIA
2019
Granite Investment Advisors
New Hampshire
$549M +$3.96M +0.7% 1.48% 55.6% 175 9.14%
TIM
2020
Thompson Investment Management
Wisconsin
$548M +$11.1M +2% 3.29% 83.5% 192 11.98%
TMAM
2021
Tokio Marine Asset Management
Japan
$546M -$21.2M -4% 6.95% 129% 278 28.42%
CC
2022
Cadinha & Co
Hawaii
$546M +$50.8M +10% 1.33% 123% 136 12.5%
PP
2023
Peconic Partners
New York
$545M +$27.7M +5% 3.32% 300% 55 34.55%
QSS
2024
Quantitative Systematic Strategies
Florida
$545M +$74.3M +16% 4.28% 133% 883 62.17%
MCTIC
2025
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$545M +$8.06M +2% 5.25% 38.8% 99 6.06%