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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 Avg Holding
Period (Yrs)
Signet Financial Management
2001
Signet Financial Management
New Jersey
$572M +$4.82M +0.8% 3.93% 65.2% 1,093 16.56% 0.8
CCMD
2002
Cypress Capital Management (Delaware)
Delaware
$571M +$46.2M +9% 8.55% 25.6% 158 10.13% 2
Tokio Marine Asset Management
2003
Tokio Marine Asset Management
Japan
$570M +$23.7M +4% 8.51% 129% 257 28.4% 3.1
Granite Investment Advisors
2004
Granite Investment Advisors
New Hampshire
$570M +$20.8M +4% 7.46% 55.6% 169 8.28% 2.6
Jay A. Fishman Ltd
2005
Jay A. Fishman Ltd
Michigan
$569M +$34.6M +6% 9.25% 105% 89 5.62% 3.7
Pensionfund DSM Netherlands
2006
Pensionfund DSM Netherlands
Netherlands
$568M +$144K +0% 5.62% 36.9% 233 21.46% 2.1
Baystate Wealth Management
2007
Baystate Wealth Management
Massachusetts
$566M -$108M -16% 3.92% 14.6% 719 8.76% 1.5
SFM
2008
Signature Financial Management
Virginia
$566M +$93.1M +20% 5.37% 20.8% 172 10.47% 2.5
Silver Rock Financial
2009
Silver Rock Financial
California
$565M +$110M +24% 4.26% 2.58% 34 17.65% 1.1
Venturi Wealth Management
2010
Venturi Wealth Management
Texas
$565M +$28.6M +5% 6.69% 101% 176 11.36% 1.5
Empirical Wealth Management
2011
Empirical Wealth Management
Washington
$564M +$30.1M +6% 2.03% 78.8% 225 22.67% 2.1
Raging Capital Management
2012
Raging Capital Management
New Jersey
$564M -$102M -15% 4.07% 6.41% 31 32.26% 1.3
Girard Partners
2013
Girard Partners
Pennsylvania
$564M +$34.2M +6% 7.68% 25.7% 982 73.22% 0.7
Brouwer & Janachowski
2014
Brouwer & Janachowski
California
$563M +$41.6M +8% 4.34% 41.8% 53 9.43% 2.8
Marble Harbor Investment Counsel
2015
Marble Harbor Investment Counsel
Massachusetts
$563M +$37.4M +7% 8.21% 66.7% 155 5.81% 3.9
LCM
2016
Lonestar Capital Management
California
$563M +$261M +86% 1.34% 260% 23 26.09% 0.9
Halsey Associates
2017
Halsey Associates
Connecticut
$562M +$47.4M +9% 9.21% 63.8% 97 9.28% 3.9
Hudson Edge Investment Partners
2018
Hudson Edge Investment Partners
New Jersey
$562M +$25.8M +5% 5.6% 68.6% 158 8.23% 3
Canandaigua National Bank & Trust
2019
Canandaigua National Bank & Trust
New York
$562M +$40.9M +8% 7.94% – 356 12.36% 2.4
Thompson Investment Management
2020
Thompson Investment Management
Wisconsin
$561M +$13.1M +2% 4.35% 100% 186 9.14% 3.7
L. Roy Papp & Associates
2021
L. Roy Papp & Associates
Arizona
$560M +$31.3M +6% 8.27% 80.1% 163 6.13% 3.4
PCM
2022
Prime Capital Management
Hong Kong
$559M -$45.3M -7% 6.48% 579% 4 0% 2.4
Investure LLC
2023
Investure LLC
Virginia
$559M -$288M -34% 2.15% 55.4% 15 0% 2.2
Atika Capital Management
2024
Atika Capital Management
New York
$558M +$37.6M +7% 23.5% 811% 112 45.54% 0.7
Savant Capital
2025
Savant Capital
Illinois
$557M +$88.7M +19% 5.43% 61.2% 308 8.77% 3.3