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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 Avg Holding
Period (Yrs)
KC
2001
KCL Capital
New York
$985M -$1.18B -55% 12.9% 106% 81 64.2% 0.3
HI
2002
Handelsinvest Investeringsforvaltning
Denmark
$985M +$68M +7% 6.08% 37.9% 123 11.38% 3
Nexus Investment Management
2003
Nexus Investment Management
Ontario, Canada
$983M +$57.3M +6% 9.6% 93.5% 66 3.03% 6.3
CapWealth Advisors
2004
CapWealth Advisors
Tennessee
$983M +$69.9M +8% 7.03% 152% 123 11.38% 4.1
KL
2005
KGH Ltd
Bahamas
$982M -$51.1M -5% 8.83% 139% 50 52% 0.6
Caxton Associates (New York)
2006
Caxton Associates (New York)
New York
$982M +$77.1M +9% 11.7% 73.9% 710 62.54% 0.3
Northcape Capital
2007
Northcape Capital
Australia
$982M +$39.1M +4% 3.48% – 26 3.85% 2.7
Vicus Capital
2008
Vicus Capital
Pennsylvania
$982M +$368M +60% 6.17% 67% 245 49.8% 2.1
Virtu Financial
2009
Virtu Financial
New York
$978M -$158M -14% 1.76% 160% 2,492 76.12% 0.2
Inclusive Capital Partners
2010
Inclusive Capital Partners
California
$977M +$61.6M +7% 9.65% 14.3% 9 11.11% 0.9
Mill Capital Management
2011
Mill Capital Management
North Carolina
$977M – – 11.2% 119% 124 – 0
Dymon Asia Capital (Singapore)
2012
Dymon Asia Capital (Singapore)
Singapore
$975M +$67.9M +7% 3.64% 291% 148 63.51% 0.2
Ironvine Capital Partners
2013
Ironvine Capital Partners
Nebraska
$975M +$32.9M +3% 8.36% 58.8% 55 1.82% 3
Edgemoor Investment Advisors
2014
Edgemoor Investment Advisors
Maryland
$975M +$96.1M +11% 11.3% 117% 147 8.84% 4.5
Chai Trust Company
2015
Chai Trust Company
Illinois
$971M -$209M -18% 7.15% 12.7% 36 16.67% 2.8
Berry Street Capital Management
2016
Berry Street Capital Management
United Kingdom
$970M +$310M +47% 18.2% 331% 119 69.75% 0.2
Resource Management
2017
Resource Management
Louisiana
$970M +$94.1M +11% 9.54% 82.7% 201 14.93% 2.4
Logos Global Management
2018
Logos Global Management
California
$970M -$417M -30% 0.32% 1,585% 83 51.81% 0.4
Grosvenor Holdings
2019
Grosvenor Holdings
Illinois
$967M +$151M +19% 2.65% 54.3% 22 22.73% 1
Kintegral Advisory
2020
Kintegral Advisory
New York
$966M +$113M +13% 14.5% 143% 270 4.44% 2.8
Webster Bank
2021
Webster Bank
Connecticut
$966M +$70.3M +8% 8.91% 77.5% 566 7.24% 4.4
Jacobs & Co
2022
Jacobs & Co
California
$964M +$95M +11% 11.2% 105% 126 9.52% 5.7
MGO One Seven
2023
MGO One Seven
Ohio
$964M +$176M +22% 9.6% 98.8% 697 17.93% 1.9
Dynamo Internacional Gestao de Recursos
2024
Dynamo Internacional Gestao de Recursos
Brazil
$963M -$37.7M -4% 7.91% 34.1% 23 13.04% 1.6
NTCM
2025
Nine Ten Capital Management
Illinois
$962M +$27.1M +3% 11.8% 166% 12 8.33% 2.6