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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
TCM
2001
TD Capital Management
Tennessee
$725M +$60.9M +9% 309
KGI
2002
Kopernik Global Investors
Florida
$724M +$79.6M +12% 27
AW
2003
ACG Wealth
Georgia
$724M +$61.4M +9% 318
PBCM
2004
Point Break Capital Management
Florida
$723M +$180M +33% 44
LCG
2005
Lisanti Capital Growth
New York
$723M +$183M +34% 158
IA
2006
IFG Advisory
Georgia
$722M +$106M +17% 461
CC
2007
Cadinha & Co
Hawaii
$722M +$146M +25% 120
GKWIM
2008
Gerber Kawasaki Wealth & Investment Management
California
$721M +$253M +54% 184
WM
2009
WS Management
Florida
$721M -$95.4M -12% 62
CTA
2010
Colonial Trust Advisors
South Carolina
$721M +$84.3M +13% 169
CIM
2011
Chiron Investment Management
New York
$720M +$182M +34% 122
SI
2012
Sapience Investments
California
$719M +$156M +28% 92
TAIM
2013
Te Ahumairangi Investment Management
New Zealand
$719M +$132M +23% 118
RWM
2014
RKL Wealth Management
Pennsylvania
$717M +$89M +14% 127
MSC
2015
MUFG Securities (Canada)
New York
$716M 44
BVDMP
2016
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$716M +$37.7M +6% 36
CCI
2017
Cevian Capital II
Jersey
$715M +$167M +30% 2
HH
2018
Hilltop Holdings
Texas
$715M +$125M +21% 526
NC
2019
NewSquare Capital
Pennsylvania
$714M +$91.7M +15% 423
LWIC
2020
Leith Wheeler Investment Counsel
British Columbia, Canada
$713M +$235M +49% 49
NAS
2021
Nicolet Advisory Services
Wisconsin
$713M +$69.8M +11% 187
FDCC
2022
Foster Dykema Cabot & Co
Massachusetts
$713M +$104M +17% 100
TAM
2023
Third Avenue Management
New York
$713M -$6.73M -0.9% 67
ITP
2024
Iron Triangle Partners
Connecticut
$713M +$265M +59% 35
TA
2025
Teton Advisors
New York
$712M +$130M +22% 404