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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
PFA
2001
Pure Financial Advisors
California
$493M +$35.8M +8% 9.8% 47.2% 153 15.03%
YL
2002
YCG LLC
Texas
$493M -$10.3M -2% 10.5% 27% 37 2.7%
OCM
2003
One Capital Management
California
$493M -$60.3M -11% 10.2% 50.5% 185 16.22%
MYIA
2004
Mount Yale Investment Advisors
Colorado
$492M -$80.2M -14% 14.3% 81.9% 960 69.48%
FNT
2005
First Nebraska Trust
Nebraska
$492M -$98.4M -17% 11% 67.9% 145 10.34%
ICP
2006
Ironvine Capital Partners
Nebraska
$491M +$1.74M +0.4% 11.5% 58.8% 62 8.06%
JCM
2007
Jag Capital Management
Missouri
$491M -$120M -20% 9.67% 230% 111 26.13%
BCM
2008
Barometer Capital Management
Ontario, Canada
$491M -$796M -62% 4.99% 336% 194 74.74%
BPCE
2009
Bank Pictet & Cie (Europe)
Germany
$490M -$219M -31% 13.3% 99.4% 166 24.1%
HTHT
2010
Hemenway Trust Hemenway Trust
New Hampshire
$490M -$104M -18% 9.83% 87.2% 130 10%
LCM
2011
Legato Capital Management
California
$489M -$25.5M -5% 1.25% 243% 179 35.2%
GAM
2012
Guinness Asset Management
United Kingdom
$489M -$63.8M -12% 13.9% 73.9% 106 7.55%
H
2013
HoyleCohen
California
$489M -$40.9M -8% 12.4% 46.1% 176 13.07%
FFIC
2014
First Fiduciary Investment Counsel
Ohio
$489M -$46.2M -9% 7.87% 48.1% 53 22.64%
3C
2015
361 Capital
Colorado
$489M +$28.7M +6% 14% 118% 460 65.22%
FCM
2016
Freshford Capital Management
New York
$489M -$135M -22% 18.2% 97.3% 26 46.15%
BCM
2017
Bayesian Capital Management
New York
$488M -$122M -20% 13.6% 107% 885 64.52%
SFSG
2018
Stearns Financial Services Group
North Carolina
$488M +$44.3M +10% 9.25% 26.1% 191 17.8%
BCM
2019
Basso Capital Management
Connecticut
$488M +$36.3M +8% 0.46% 85.5% 215 38.6%
GC
2020
Gratus Capital
Georgia
$487M -$242M -33% 11% 51.4% 194 18.04%
TNB
2021
Thomasville National Bank
Georgia
$487M -$136M -22% 8.79% 198 9.6%
SPC
2022
Stewart & Patten Company
California
$487M -$59M -11% 10.1% 27.5% 94 7.45%
TAM
2023
Telemark Asset Management
Massachusetts
$487M -$316M -39% 11.4% 329% 45 60%
BSB
2024
Bangor Savings Bank
Maine
$486M -$53.3M -10% 9.5% 49.6% 168 7.74%
TW
2025
Transform Wealth
Colorado
$486M -$90.5M -16% 12.8% 48.4% 210 20.95%