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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
AACA
2001
American Assets Capital Advisers
California
$835M -$46.3M -5% 31
OQS
2002
Occudo Quantitative Strategies
Florida
$835M +$181M +28% 1,227
DTL
2003
Dynamic Technology Lab
Singapore
$835M -$160M -16% 1,662
TP
2004
Thunderbird Partners
United Kingdom
$834M -$280M -25% 16
PIMJS
2005
PKO Investment Management Joint-Stock
Poland
$833M +$35.4M +4% 107
RW
2006
RVW Wealth
California
$832M +$32M +4% 132
FNFDCM
2007
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$832M -$31.7M -4% 161
SCA
2008
Stieven Capital Advisors
Missouri
$831M +$20.5M +3% 50
FCP
2009
Fine Capital Partners
New York
$830M +$39.3M +5% 3
MAM
2010
Montanaro Asset Management
United Kingdom
$829M +$34.6M +4% 56
SWM
2011
SeaCrest Wealth Management
New York
$829M -$279K -0% 734
GCIA
2012
Gabelli & Co Investment Advisers
New York
$827M -$38.9M -4% 602
MM
2013
MWG Management
British Virgin Islands
$825M -$193M -19% 5
SCA
2014
Stonebridge Capital Advisors
Minnesota
$823M -$759M -48% 1,170
LSGA
2015
Lone Star Global Acquisitions
Bermuda
$823M +$2M +0.2% 1
ELFC
2016
E-L Financial Corp
Ontario, Canada
$822M +$14.9M +2% 1
LWM
2017
Lyell Wealth Management
California
$822M +$14.3M +2% 192
WAM
2018
Weatherly Asset Management
California
$822M +$28.8M +4% 206
FCM
2019
Fernbridge Capital Management
California
$821M +$1.94M +0.2% 18
PO
2020
Private Ocean
California
$821M +$57.8M +8% 672
CB
2021
Community Bank
New York
$821M -$26.2M -3% 514
PAM
2022
Palisade Asset Management
Minnesota
$820M -$30M -4% 185
1IA
2023
1834 Investment Advisors
Wisconsin
$820M -$7.29M -0.9% 534
SC
2024
Sasco Capital
Connecticut
$819M -$28.7M -3% 48
QCMNJ
2025
Quantum Capital Management (New Jersey)
New Jersey
$819M -$5.74M -0.7% 34