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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
SCM
2001
Soleus Capital Management
Connecticut
$758M +$569M +302% 23% 436% 85 49.41%
FG
2002
Fiduciary Group
Georgia
$758M +$95.9M +14% 11.7% 57.4% 223 8.52%
BST
2003
Bath Savings Trust
Maine
$758M +$148M +24% 11.2% 47.3% 153 19.61%
MIM
2004
Monashee Investment Management
Massachusetts
$757M +$293M +63% 24.7% 447% 384 82.03%
PPW
2005
Parcion Private Wealth
Washington
$756M +$102M +16% 13.4% 103% 194 13.4%
SC
2006
Strategy Capital
California
$756M +$54M +8% 15.5% 201% 8 12.5%
TC
2007
Towle & Co
Colorado
$756M +$160M +27% 43.3% 113% 34 11.76%
GAM
2008
Griffin Asset Management
New York
$754M +$104M +16% 19.4% 80.7% 236 18.64%
CCA
2009
Clearwater Capital Advisors
Illinois
$754M +$117M +18% 9.35% 35% 162 18.52%
LWMT
2010
Legacy Wealth Management (Tennessee)
Tennessee
$753M +$98.9M +15% 16.9% 46.9% 13 0%
LF
2011
Lannebo Fonder
Sweden
$753M +$50.6M +7% 14.6% 49.8% 39 5.13%
COF
2012
Capital One Financial
Virginia
$751M -$40.6M -5% 8.13% 260 30%
FIB
2013
First Interstate Bank
Montana
$751M +$84.4M +13% 11.7% 48.2% 109 9.17%
CT
2014
Coastline Trust
Rhode Island
$750M +$85.1M +13% 12.8% 79.1% 327 7.95%
MCM
2015
Murphy Capital Management
New Jersey
$750M +$61.8M +9% 11.6% 41.6% 219 10.05%
1IA
2016
1834 Investment Advisors
Wisconsin
$750M +$64.6M +9% 12.1% 51.8% 487 18.28%
SV
2017
Sapphire Ventures
Texas
$749M -$79.1M -10% 7.17% 20.2% 5 20%
WSCM
2018
Wellington Shields Capital Management
New York
$748M +$117M +19% 12.9% 80.5% 269 20.82%
GC
2019
Gratus Capital
Georgia
$747M +$108M +17% 13.2% 51.4% 196 20.92%
KTA
2020
Keeley-Teton Advisors
Illinois
$747M +$136M +22% 29.4% 28.6% 268 11.57%
WC
2021
Woodstock Corp
Massachusetts
$747M +$128M +21% 12.9% 96.1% 209 26.79%
MFIMFI
2022
Mesirow Financial Investment Management - Fixed Income
Illinois
$747M +$158M +27% 32.7% 26.9% 157 31.85%
GAG
2023
GM Advisory Group
New York
$747M +$92.9M +14% 13% 53.6% 197 27.41%
AP
2024
Archon Partners
New Jersey
$745M +$109M +17% 16.9% 88.8% 56 14.29%
GGI
2025
Godsey & Gibb Inc
Virginia
$743M +$78.7M +12% 12.8% 78.9% 103 24.27%