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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
KC
2001
KCL Capital
New York
| $985M | -$1.18B | -55% | 12.9% | 106% | 81 | 64.2% | 0.3 |
|
| 2002 |
HI
2002
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $985M | +$68M | +7% | 6.08% | 37.9% | 123 | 11.38% | 3 |
|
| 2003 |
2003
Nexus Investment Management
Toronto,
Ontario, Canada
| $983M | +$57.3M | +6% | 9.6% | 93.5% | 66 | 3.03% | 6.3 |
|
| 2004 |
2004
CapWealth Advisors
Franklin,
Tennessee
| $983M | +$69.9M | +8% | 7.03% | 152% | 123 | 11.38% | 4.1 |
|
| 2005 |
KL
2005
KGH Ltd
Nassau,
Bahamas
| $982M | -$51.1M | -5% | 8.83% | 139% | 50 | 52% | 0.6 |
|
| 2006 |
2006
Caxton Associates (New York)
New York
| $982M | +$77.1M | +9% | 11.7% | 73.9% | 710 | 62.54% | 0.3 |
|
| 2007 |
2007
Northcape Capital
Sydney,
Australia
| $982M | +$39.1M | +4% | 3.48% | – | 26 | 3.85% | 2.7 |
|
| 2008 |
2008
Vicus Capital
State College,
Pennsylvania
| $982M | +$368M | +60% | 6.17% | 67% | 245 | 49.8% | 2.1 |
|
| 2009 |
2009
Virtu Financial
New York
| $978M | -$158M | -14% | 1.76% | 160% | 2,492 | 76.12% | 0.2 |
|
| 2010 |
2010
Inclusive Capital Partners
San Francisco,
California
| $977M | +$61.6M | +7% | 9.65% | 14.3% | 9 | 11.11% | 0.9 |
|
| 2011 |
2011
Mill Capital Management
Concord,
North Carolina
| $977M | – | – | 11.2% | 119% | 124 | – | 0 |
|
| 2012 |
2012
Dymon Asia Capital (Singapore)
Singapore
| $975M | +$67.9M | +7% | 3.64% | 291% | 148 | 63.51% | 0.2 |
|
| 2013 |
2013
Ironvine Capital Partners
Omaha,
Nebraska
| $975M | +$32.9M | +3% | 8.36% | 58.8% | 55 | 1.82% | 3 |
|
| 2014 |
2014
Edgemoor Investment Advisors
Bethesda,
Maryland
| $975M | +$96.1M | +11% | 11.3% | 117% | 147 | 8.84% | 4.5 |
|
| 2015 |
2015
Chai Trust Company
Chicago,
Illinois
| $971M | -$209M | -18% | 7.15% | 12.7% | 36 | 16.67% | 2.8 |
|
| 2016 |
2016
Berry Street Capital Management
London,
United Kingdom
| $970M | +$310M | +47% | 18.2% | 331% | 119 | 69.75% | 0.2 |
|
| 2017 |
2017
Resource Management
Metairie,
Louisiana
| $970M | +$94.1M | +11% | 9.54% | 82.7% | 201 | 14.93% | 2.4 |
|
| 2018 |
2018
Logos Global Management
San Francisco,
California
| $970M | -$417M | -30% | 0.32% | 1,585% | 83 | 51.81% | 0.4 |
|
| 2019 |
2019
Grosvenor Holdings
Chicago,
Illinois
| $967M | +$151M | +19% | 2.65% | 54.3% | 22 | 22.73% | 1 |
|
| 2020 |
2020
Kintegral Advisory
New York
| $966M | +$113M | +13% | 14.5% | 143% | 270 | 4.44% | 2.8 |
|
| 2021 |
2021
Webster Bank
Waterbury,
Connecticut
| $966M | +$70.3M | +8% | 8.91% | 77.5% | 566 | 7.24% | 4.4 |
|
| 2022 |
2022
Jacobs & Co
San Francisco,
California
| $964M | +$95M | +11% | 11.2% | 105% | 126 | 9.52% | 5.7 |
|
| 2023 |
2023
MGO One Seven
Beachwood,
Ohio
| $964M | +$176M | +22% | 9.6% | 98.8% | 697 | 17.93% | 1.9 |
|
| 2024 |
2024
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $963M | -$37.7M | -4% | 7.91% | 34.1% | 23 | 13.04% | 1.6 |
|
| 2025 |
NTCM
2025
Nine Ten Capital Management
Chicago,
Illinois
| $962M | +$27.1M | +3% | 11.8% | 166% | 12 | 8.33% | 2.6 |
|