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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
CAM
2001
Carret Asset Management
New York
$854M +$48.2M +6% 306
BCH
2002
Berkshire Capital Holdings
California
$854M -$21.4M -2% 96
TCMI
2003
Technology Crossover Management IX
California
$854M +$129M +18% 5
NI
2004
NYL Investors
New York
$854M +$72M +9% 37
TA
2005
TruWealth Advisors
Louisiana
$853M +$116M +16% 122
EIP
2006
Easterly Investment Partners
Massachusetts
$852M +$16.9M +2% 218
GC
2007
GPI Capital
New York
$850M +$663M +353% 4
PAM
2008
Palisade Asset Management
Minnesota
$850M +$73.1M +9% 178
WC
2009
Woodstock Corp
Massachusetts
$850M +$63.3M +8% 204
SC
2010
Sasco Capital
Connecticut
$848M +$47.2M +6% 50
RA
2011
Rational Advisors
New York
$848M +$307M +57% 202
BST
2012
Bath Savings Trust
Maine
$848M +$64.2M +8% 159
VP
2013
venBio Partners
California
$847M -$205M -19% 10
FMT
2014
First Mercantile Trust
Tennessee
$847M -$26.5M -3% 916
CB
2015
Community Bank
New York
$847M +$46.3M +6% 498
KA
2016
Kintegral Advisory
New York
$846M +$67.3M +9% 268
SCM
2017
Sahana Capital Management
Connecticut
$846M +$38.5M +5% 11
OAM
2018
Optimal Asset Management
California
$845M +$73.8M +10% 354
BBCM
2019
Broad Bay Capital Management
New York
$844M -$11.1M -1% 25
KAS
2020
Kemnay Advisory Services
New York
$844M +$128M +18% 117
SC
2021
Skylands Capital
Wisconsin
$844M +$59.6M +8% 158
BVDMP
2022
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$844M +$40.9M +5% 38
WTB
2023
Washington Trust Bank
Washington
$844M +$32.3M +4% 194
NC
2024
NewSquare Capital
Pennsylvania
$844M +$80.8M +11% 385
BWM
2025
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 1,030