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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
PFM
2001
Phillips Financial Management
Indiana
$569M +$22.7M +4% 0.89% 41.8% 79 7.59%
MGM
2002
Miura Global Management
New York
$568M -$49.8M -8% 2.82% 375% 35 48.57%
NC
2003
Northcape Capital
Australia
$567M +$16M +3% 0.81% 19 21.05%
CWM
2004
Cornerstone Wealth Management
Missouri
$567M +$10.1M +2% 1.86% 69.8% 379 14.25%
CNBT
2005
Canandaigua National Bank & Trust
New York
$567M +$23.7M +4% 2.23% 298 10.74%
PC
2006
PM Capital
Australia
$567M -$28.3M -5% 3.28% 105% 25 4%
JC
2007
Joho Capital
New York
$566M -$86.8M -13% 5.71% 80.2% 13 23.08%
SFSG
2008
Stearns Financial Services Group
North Carolina
$566M +$18.5M +3% 0.99% 26.1% 190 15.79%
CCA
2009
Clearwater Capital Advisors
Illinois
$566M +$15.4M +3% 0.3% 44.7% 185 7.03%
PTC
2010
Petrus Trust Company
Texas
$565M +$1.11M +0.2% 0.01% 36.9% 391 62.15%
MAA
2011
Matrix Asset Advisors
New York
$565M +$1.17M +0.2% 2.1% 76.9% 76 11.84%
CTA
2012
Colonial Trust Advisors
South Carolina
$565M +$12.9M +2% 2.6% 80% 164 7.32%
CA
2013
Cortland Associates
Missouri
$565M -$67M -11% 0.13% 57.1% 57 12.28%
PCG
2014
Private Capital Group
Connecticut
$564M +$126M +29% 1.05% 30.1% 2,782 30.84%
TW
2015
Transform Wealth
Colorado
$563M -$117M -17% 1.72% 48.4% 240 16.67%
TCM
2016
Tygh Capital Management
Oregon
$563M -$25.4M -4% 2.73% 251% 96 37.5%
MHIC
2017
Marble Harbor Investment Counsel
Massachusetts
$563M -$15.6M -3% 1.94% 66.7% 153 7.84%
FBP
2018
Flippin Bruce & Porter
Virginia
$562M -$7.02M -1% 1.82% 44.4% 80 3.75%
AF
2019
Ally Financial
Michigan
$562M -$19.6M -3% 0.68% 9.35% 115 24.35%
NNP
2020
Nachman Norwood & Parrott
South Carolina
$562M +$5.99M +1% 1.76% 246 7.32%
CU
2021
CDAM (UK)
United Kingdom
$561M +$47.9M +9% 1.54% 7.89% 17 23.53%
MTIM
2022
Marathon Trading Investment Management
Pennsylvania
$561M -$553M -50% 0.51% 143% 269 51.67%
ACM
2023
Arosa Capital Management
Florida
$561M -$72.4M -11% 8.1% 536% 75 54.67%
TAM
2024
TFG Asset Management
Cayman Islands
$561M -$128M -19% 1.3% 72.1% 62 43.55%
JC
2025
JBF Capital
Colorado
$561M +$10.3M +2% 0.76% 93.6% 96 36.46%