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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
CGM
2001
Centenus Global Management
New York
$535M -$69.5M -11% 8.13% 161 73.29%
CHAM
2002
Clear Harbor Asset Management
Connecticut
$535M +$23.6M +5% 1.37% 71.8% 265 15.85%
JAFL
2003
Jay A. Fishman Ltd
Michigan
$535M +$5.7M +1% 4.08% 107% 88 4.55%
NM
2004
Newtyn Management
New York
$534M -$25.7M -5% 14.4% 52% 31 54.84%
BFS
2005
Baskin Financial Services
Ontario, Canada
$534M +$13.5M +3% 3.81% 60% 54 20.37%
EWM
2006
Empirical Wealth Management
Washington
$534M +$28.1M +6% 0.2% 78.8% 190 12.63%
PGCM
2007
Prescott Group Capital Management
Oklahoma
$532M +$72.5M +16% 9.68% 124% 233 26.61%
AA
2008
Ancient Art
Texas
$532M +$31.7M +6% 4.02% 157% 15 26.67%
GP
2009
Girard Partners
Pennsylvania
$530M +$102M +24% 2.77% 25.7% 282 20.57%
LRPA
2010
L. Roy Papp & Associates
Arizona
$529M +$6.33M +1% 4.76% 64.3% 164 9.15%
JGUA
2011
John G. Ullman & Associates
New York
$529M +$11.6M +2% 1.4% 108% 121 11.57%
STB
2012
S&T Bank
Pennsylvania
$529M -$32.9M -6% 5.31% 94.2% 93 10.75%
MYIA
2013
Mount Yale Investment Advisors
Colorado
$528M +$61.9M +13% 2.75% 69.4% 1,047 19.39%
OCM
2014
One Capital Management
California
$528M +$18.7M +4% 1.29% 44.2% 172 14.53%
EC
2015
Estate Counselors
Wisconsin
$528M -$11.1M -2% 1.61% 52.1% 76 22.37%
OMC
2016
Overbrook Management Corp
New York
$528M +$43.4M +9% 3.38% 117% 79 13.92%
KDA
2017
KPCB DGF Associates
California
$527M +$346M +192% 17.2% 5 40%
PHS
2018
Pekin Hardy Strauss
Illinois
$526M -$23.6M -4% 0.44% 97.9% 206 14.08%
MHIC
2019
Marble Harbor Investment Counsel
Massachusetts
$525M +$19.8M +4% 2.51% 55.1% 155 3.87%
MIM
2020
Monashee Investment Management
Massachusetts
$525M +$163M +45% 12.4% 447% 251 55.78%
CCMD
2021
Cypress Capital Management (Delaware)
Delaware
$525M +$7.17M +1% 1.65% 25.6% 162 19.75%
BCM
2022
Basso Capital Management
Connecticut
$525M -$15.8M -3% 0.78% 85.5% 217 29.03%
CIA
2023
CCM Investment Advisers
South Carolina
$525M +$11.7M +2% 4.07% 118% 90 18.89%
OFM
2024
Okumus Fund Management
Cayman Islands
$525M +$72.4M +16% 0.41% 8.26% 7 42.86%
AACA
2025
American Assets Capital Advisers
California
$524M +$36.8M +8% 9.19% 73.5% 31 16.13%