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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
OCM
2001
Olstein Capital Management
New York
$456M -$189M -29% 30% 16.6% 114 15.79%
TI
2002
Trigran Investments
Illinois
$455M -$101M -18% 30.1% 11.2% 21 19.05%
SF
2003
Summit Financial
New Jersey
$455M -$134M -23% 22.9% 68.3% 49 18.37%
CIP
2004
CAS Investment Partners
Connecticut
$455M -$153M -25% 42.5% 813% 6 0%
BFG
2005
Beacon Financial Group
Texas
$455M -$343M -43% 19% 60.3% 187 10.16%
EPM
2006
Elm Partners Management
Pennsylvania
$455M -$1.97M -0.4% 17.4% 48% 43 6.98%
FNT
2007
First Nebraska Trust
Nebraska
$454M -$162M -26% 23.3% 48% 157 18.47%
TIP
2008
Torray Investment Partners
Maryland
$453M -$128M -22% 20.9% 75.2% 111 20.72%
AM
2009
Atreides Management
Massachusetts
$452M +$16.3M +4% 13.9% 140% 34 50%
PC
2010
Pier Capital
Connecticut
$452M -$160M -26% 13.2% 153% 133 37.59%
AWMS
2011
Advocacy Wealth Management Services
Georgia
$452M +$101M +29% 9.45% 48.3% 154 26.62%
BCM
2012
BTR Capital Management
California
$452M -$129M -22% 18.7% 35% 171 18.13%
SC
2013
Shellback Capital
Massachusetts
$452M -$442M -49% 18.1% 174% 86 69.77%
TIM
2014
Thompson Investment Management
Wisconsin
$451M -$167M -27% 22.2% 83.5% 199 19.1%
KFS
2015
Kurt F. Somerville
$451M -$81.9M -15% 14.4% 62.7% 113 22.12%
SC
2016
Skylands Capital
Wisconsin
$451M -$238M -35% 20% 64.3% 149 28.86%
SP
2017
Symmetry Partners
Connecticut
$451M -$34.1M -7% 15.7% 58.5% 375 40%
CU
2018
CDAM (UK)
United Kingdom
$450M -$139M -24% 23.3% 2.11% 18 38.89%
LFS
2019
Lutz Financial Services
Nebraska
$450M -$113M -20% 16.1% 28.7% 71 21.13%
CGA
2020
Crescent Grove Advisors
Illinois
$450M -$127M -22% 19.4% 51.2% 174 24.71%
SI
2021
Sapience Investments
California
$450M -$266M -37% 40% 54.9% 99 25.25%
CCM
2022
Cinctive Capital Management
New York
$450M -$507M -53% 21.6% 144% 304 72.7%
AWCI
2023
Alpine Woods Capital Investors
New York
$449M -$77.8M -15% 20.1% 91.1% 286 20.63%
TWI
2024
Thomas White International
Illinois
$449M -$149M -25% 13.9% 34.9% 307 26.06%
SWM
2025
Segment Wealth Management
Texas
$449M -$143M -24% 18.9% 102% 238 25.21%