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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Pure Financial Advisors
2001
Pure Financial Advisors
California
$493M +$35.8M +8% 9.8% 47.2% 153 15.03% 0.2
YCG LLC
2002
YCG LLC
Texas
$493M -$10.3M -2% 10.5% 27% 37 2.7% 3.7
One Capital Management
2003
One Capital Management
California
$493M -$60.3M -11% 10.2% 50.5% 185 16.22% 3
Mount Yale Investment Advisors
2004
Mount Yale Investment Advisors
Colorado
$492M -$80.2M -14% 14.3% 81.9% 960 69.48% 0.7
First Nebraska Trust
2005
First Nebraska Trust
Nebraska
$492M -$98.4M -17% 11% 67.9% 145 10.34% 3.8
Ironvine Capital Partners
2006
Ironvine Capital Partners
Nebraska
$491M +$1.74M +0.4% 11.5% 58.8% 62 8.06% 0.9
Jag Capital Management
2007
Jag Capital Management
Missouri
$491M -$120M -20% 9.67% 230% 111 26.13% 2.7
Barometer Capital Management
2008
Barometer Capital Management
Ontario, Canada
$491M -$796M -62% 4.99% 339% 194 74.74% 0.4
Bank Pictet & Cie (Europe)
2009
Bank Pictet & Cie (Europe)
Germany
$490M -$219M -31% 13.3% 119% 166 24.1% 2.5
Hemenway Trust Hemenway Trust
2010
Hemenway Trust Hemenway Trust
New Hampshire
$490M -$104M -18% 9.83% 87.2% 130 10% 3.8
Legato Capital Management
2011
Legato Capital Management
California
$489M -$25.5M -5% 1.25% 243% 179 35.2% 0.8
Guinness Asset Management
2012
Guinness Asset Management
United Kingdom
$489M -$63.8M -12% 13.9% 73.9% 106 7.55% 3.2
HoyleCohen
2013
HoyleCohen
California
$489M -$40.9M -8% 12.4% 46.1% 176 13.07% 0.9
First Fiduciary Investment Counsel
2014
First Fiduciary Investment Counsel
Ohio
$489M -$46.2M -9% 7.87% 48.1% 53 22.64% 3
3C
2015
361 Capital
Colorado
$489M +$28.7M +6% 14% 118% 460 65.22% 0.3
Freshford Capital Management
2016
Freshford Capital Management
New York
$489M -$135M -22% 18.2% 97.3% 26 46.15% 1.1
BCM
2017
Bayesian Capital Management
New York
$488M -$122M -20% 13.5% 107% 885 64.52% 0.2
Stearns Financial Services Group
2018
Stearns Financial Services Group
North Carolina
$488M +$44.3M +10% 9.25% 26.1% 191 17.8% 3.1
Basso Capital Management
2019
Basso Capital Management
Connecticut
$488M +$36.3M +8% 0.46% 85.5% 215 38.6% 0.5
Gratus Capital
2020
Gratus Capital
Georgia
$487M -$242M -33% 11% 51.4% 194 18.04% 2.3
Thomasville National Bank
2021
Thomasville National Bank
Georgia
$487M -$136M -22% 8.79% – 198 9.6% 2.5
Stewart & Patten Company
2022
Stewart & Patten Company
California
$487M -$59M -11% 10.1% 27.5% 94 7.45% 4.5
TAM
2023
Telemark Asset Management
Massachusetts
$487M -$316M -39% 11.4% 329% 45 60% 1.2
Bangor Savings Bank
2024
Bangor Savings Bank
Maine
$486M -$53.3M -10% 9.5% 54.6% 168 7.74% 3.6
Transform Wealth
2025
Transform Wealth
Colorado
$486M -$90.5M -16% 12.8% 48.4% 210 20.95% 1.3
79 80
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