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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
WRBC
2001
W.R. Berkley Corp
Connecticut
$584M +$111M +23% 6% 38.7% 146 58.9%
CAMG
2002
CWA Asset Management Group
Florida
$584M +$65.3M +13% 4.43% 251 18.33%
ANRF
2003
Adams Natural Resources Fund
Maryland
$583M -$6.7M -1% 0.34% 43% 63 9.52%
MP
2004
Munro Partners
Australia
$583M -$86.7M -13% 6% 350% 36 33.33%
SI
2005
Salesforce Inc
California
$582M +$139M +31% 20.8% 33.9% 6 33.33%
AF
2006
Ally Financial
Michigan
$582M +$57.3M +11% 1.25% 9.35% 115 22.61%
RC
2007
Randolph Company
Ohio
$582M +$71.5M +14% 5.95% 120% 52 36.54%
TF
2008
Trek Financial
Arizona
$581M +$27M +5% 3.36% 144% 144 27.08%
GWM
2009
Greenwich Wealth Management
Connecticut
$581M +$14.7M +3% 2.43% 198% 213 18.78%
BJ
2010
Brouwer & Janachowski
California
$581M +$19M +3% 3.03% 41.8% 50 4%
BPCE
2011
Bank Pictet & Cie (Europe)
Germany
$580M -$5.05M -0.9% 4.09% 99.4% 175 20%
MHIC
2012
Marble Harbor Investment Counsel
Massachusetts
$579M +$16.7M +3% 3.09% 66.7% 153 7.19%
HR
2013
Howe & Rusling
New York
$579M +$1.24M +0.2% 1.8% 82% 911 19.43%
JFG
2014
Jefferies Financial Group
New York
$578M -$425M -42% 4.4% 135% 51 82.35%
TNB
2015
Thomasville National Bank
Georgia
$577M +$35.4M +7% 4.89% 198 8.08%
RM
2016
Resource Management
Louisiana
$577M +$21.2M +4% 2.4% 82.7% 148 12.84%
H
2017
HoyleCohen
California
$576M +$9.02M +2% 3.76% 46.1% 186 5.91%
CCMD
2018
Cypress Capital Management (Delaware)
Delaware
$576M +$34.9M +6% 2.09% 25.6% 162 8.02%
FBFS
2019
First Business Financial Services
Wisconsin
$576M +$14.6M +3% 3.25% 74% 120 15%
GACM
2020
Global Alpha Capital Management
Quebec, Canada
$575M +$50.9M +10% 6.63% 80.4% 40 12.5%
NFAM
2021
North Fourth Asset Management
New Jersey
$574M +$121M +27% 7.85% 104% 90 83.33%
LWA
2022
Lenox Wealth Advisors
New York
$573M +$40.2M +8% 2.25% 35.7% 687 48.03%
WC
2023
Woodstock Corp
Massachusetts
$573M +$14.6M +3% 4.34% 96.1% 164 1.83%
EA
2024
Efficient Advisors
Ohio
$573M +$639K +0.1% 1.13% 30.6% 50 2%
TMAM
2025
Tokio Marine Asset Management
Japan
$572M +$33.6M +6% 7.56% 129% 246 26.42%