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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
K
2001
Kemper
Illinois
$552M +$329M +148% 3.18% 28.6% 25 24%
BFS
2002
Baskin Financial Services
Ontario, Canada
$552M +$17.3M +3% 6.23% 60% 48 14.58%
SLF
2003
Sun Life Financial
Ontario, Canada
$551M -$150M -21% 5.79% 51.8% 649 7.55%
MG
2004
Magnolia Group
Nebraska
$550M +$72.6M +15% 18.1% 8.9% 10 30%
JGUA
2005
John G. Ullman & Associates
New York
$550M +$21.3M +4% 6.29% 108% 133 17.29%
NLVP
2006
New Leaf Venture Partners
New York
$550M +$135M +33% 5.87% 17.1% 21 33.33%
WAM
2007
Winslow Asset Management
Ohio
$549M +$10.2M +2% 5.11% 83.3% 94 2.13%
TEC
2008
Tiger Eye Capital
Tennessee
$549M +$53.4M +11% 15.3% 116% 49 18.37%
DWA
2009
Dorsey Wright & Associates
California
$549M -$132M -19% 9.02% 246% 324 75%
RMC
2010
Resources Management Corp
Connecticut
$548M 6.85% 65.2% 463
CCM
2011
Condor Capital Management
New Jersey
$548M +$28.4M +5% 6.41% 47.3% 169 3.55%
WP
2012
WealthPLAN Partners
Nebraska
$548M +$60M +12% 6.97% 51.8% 297 27.27%
RM
2013
Resource Management
Louisiana
$547M +$33.7M +7% 5.46% 82.7% 142 9.86%
SC
2014
Sageview Capital
Connecticut
$547M -$285M -34% 33.9% 335% 2 0%
SAAM
2015
Solus Alternative Asset Management
New Jersey
$547M +$132M +32% 8.19% 107% 14 35.71%
FM
2016
Frazier Management
Washington
$546M +$63.4M +13% 15.4% 408% 17 29.41%
SPC
2017
Stewart & Patten Company
California
$546M +$22M +4% 6.82% 27.5% 97 7.22%
WAP
2018
Wealthcare Advisory Partners
Pennsylvania
$545M +$34.5M +7% 4% 60.4% 1,357 10.32%
LFDLE
2019
La Financiere de L'Echiquier
France
$544M +$135M +33% 15.5% 27.9% 43 23.26%
BCVI
2020
Bain Capital Venture Investors
Massachusetts
$544M +$94.8M +21% 13.7% 82.1% 7 28.57%
HCM
2021
Horan Capital Management
Maryland
$543M +$32.2M +6% 8.9% 69.2% 68 7.35%
NG
2022
NatWest Group
United Kingdom
$543M +$56.9M +12% 3.97% 186% 77 5.19%
MGM
2023
Miura Global Management
New York
$543M +$119M +28% 10.4% 375% 25 36%
JAM
2024
Jacobs Asset Management
New York
$543M -$14M -3% 0.75% 79.5% 60 25%
CIA
2025
CCM Investment Advisers
South Carolina
$542M +$17.6M +3% 7.06% 118% 93 10.75%