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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
JC
2001
Jacobs & Co
California
$818M +$48.4M +6% 5.89% 92.2% 122 7.38%
MTC
2002
McDaniel Terry & Co
Texas
$817M +$28.5M +4% 3.73% 52.9% 87 2.3%
SCGM
2003
Starwood Capital Group Management
Florida
$813M -$11.4M -1% 20.6% 17.6% 13 46.15%
PFM
2004
Phillips Financial Management
Indiana
$813M +$81M +11% 5.41% 33.6% 88 5.68%
EMG
2005
Ellington Management Group
Connecticut
$813M +$407M +100% 1.57% 16.1% 183 86.34%
GGI
2006
Godsey & Gibb Inc
Virginia
$812M +$69.6M +9% 6.17% 78.9% 107 12.15%
WTB
2007
Washington Trust Bank
Washington
$812M +$45.2M +6% 7.26% 69.3% 203 17.24%
HHAA
2008
Henry H. Armstrong Associates
Pennsylvania
$812M +$52.3M +7% 7.82% 49.3% 62 6.45%
LSGA
2009
Lone Star Global Acquisitions
Bermuda
$812M -$179M -18% 35.2% 380% 2 50%
DHFB
2010
Dixon Hubard Feinour & Brown
Virginia
$812M +$422M +108% 5.72% 59.8% 205 11.71%
TI
2011
Trigran Investments
Illinois
$809M +$26M +3% 24.1% 11.2% 21 14.29%
ECA
2012
Endeavour Capital Advisors
Connecticut
$809M +$137M +20% 22.3% 72% 64 17.19%
IC
2013
Impactive Capital
New York
$808M +$238M +42% 25.2% 5.02% 8 12.5%
SCM
2014
Sahana Capital Management
Connecticut
$807M -$30.1M -4% 8.83% 0.48% 13 53.85%
SCM
2015
Scopia Capital Management
New York
$806M +$15.9M +2% 16.9% 30.9% 21 52.38%
TFP
2016
Triple Frond Partners
California
$806M -$13.5M -2% 0.51% 87.8% 11 18.18%
CAM
2017
Carret Asset Management
New York
$806M +$63.5M +9% 10.1% 80.2% 294 9.52%
SAM
2018
SP Asset Management
California
$805M +$78.8M +11% 6.34% 82.9% 109 6.42%
GCIA
2019
Gabelli & Co Investment Advisers
New York
$804M +$162M +25% 10.6% 233% 536 62.31%
BVDMP
2020
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$803M +$87.8M +12% 3.48% 146% 39 10.26%
PIP
2021
Permian Investment Partners
Texas
$803M +$135M +20% 17.9% 81.9% 11 36.36%
IA
2022
IFG Advisory
Georgia
$803M +$80.3M +11% 5.77% 56.9% 494 14.37%
AI
2023
AdvisorShares Investments
Maryland
$803M +$373M +87% 19.6% 93.4% 185 45.41%
DLPIC
2024
Davide Leone & Partners Investment Company
United Kingdom
$803M -$158M -16% 2.59% 64.1% 109 29.36%
SP
2025
ShawSpring Partners
Massachusetts
$802M +$93.7M +13% 8.5% 6.63% 5 0%