We are live on ! Find out more

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
BSPF
2001
British Steel Pension Fund
United Kingdom
$556M -$106M -16% 4.47% 29.7% 173 0.58%
PCM
2002
Prana Capital Management
Connecticut
$555M -$1.72M -0.3% 0.88% 32.3% 73 57.53%
KL
2003
KGH Ltd
Bahamas
$555M -$634M -53% 19.6% 139% 61 50.82%
COI
2004
Connable Office Inc
Michigan
$555M +$10.6M +2% 0.1% 54.5% 192 14.06%
VCM
2005
V3 Capital Management
Texas
$554M +$87.8M +19% 7.42% 20.5% 19 36.84%
RC
2006
Randolph Company
Ohio
$554M -$27.9M -5% 3.37% 120% 51 35.29%
JVBC
2007
J.V. Bruni & Co
Colorado
$554M -$12.6M -2% 1.15% 70.5% 27 7.41%
KF
2008
Krilogy Financial
Missouri
$553M +$31.9M +6% 1.07% 71.9% 193 14.51%
GH
2009
Grosvenor Holdings
Illinois
$553M +$127M +30% 3.84% 54.3% 23 47.83%
PFA
2010
Pure Financial Advisors
California
$553M -$4.38M -0.8% 0.78% 37.2% 140 10.71%
EMG
2011
Ellington Management Group
Connecticut
$553M -$32.5M -6% 1.77% 16.1% 894 74.61%
ANRF
2012
Adams Natural Resources Fund
Maryland
$553M -$30.8M -5% 4.95% 43% 65 7.69%
AHC
2013
Adell Harriman & Carpenter
Texas
$552M +$16.8M +3% 2.23% 128% 148 16.22%
NC
2014
NewSquare Capital
Pennsylvania
$552M +$4.2M +0.8% 1.28% 56.3% 382 31.15%
TIA
2015
Tandem Investment Advisors
South Carolina
$552M +$24.3M +5% 3.45% 16% 65 6.15%
FWP
2016
FAS Wealth Partners
Kansas
$552M +$14.7M +3% 0.77% 58% 194 3.61%
JGUA
2017
John G. Ullman & Associates
New York
$551M -$18M -3% 1.45% 108% 161 18.63%
HIM
2018
HGC Investment Management
Ontario, Canada
$550M +$40.2M +8% 1.47% 34.4% 160 32.5%
SFG
2019
Sather Financial Group
Texas
$550M +$23.4M +4% 3.33% 61.5% 64 23.44%
CP
2020
Centerbridge Partners
New York
$550M -$265M -32% 11.5% 16.1% 12 25%
SCA
2021
Stieven Capital Advisors
Missouri
$550M -$9.21M -2% 0.91% 82.8% 63 22.22%
APCM
2022
Arbiter Partners Capital Management
New York
$549M +$33.6M +7% 0.54% 329% 57 19.3%
TWI
2023
Thomas White International
Illinois
$548M -$19.8M -3% 0.33% 34.9% 270 17.04%
NPPM
2024
North Point Portfolio Managers
Ohio
$547M +$1.67M +0.3% 1.43% 55% 80 11.25%
FCM
2025
Freshford Capital Management
New York
$547M -$47.2M -8% 4.96% 62.2% 21 28.57%