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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
SFG
2001
Sage Financial Group
Pennsylvania
$939M +$126M +16% 7.31% 62% 77 9.09%
MPMG
2002
Minneapolis Portfolio Management Group
Minnesota
$939M +$44.6M +5% 9.42% 140% 32 9.38%
GCM
2003
Glynn Capital Management
California
$939M -$201M -18% 9.84% 126% 52 15.38%
CC
2004
Cornerstone Capital
California
$938M +$70.7M +8% 8.49% 74.7% 94 8.51%
SFG
2005
SNS Financial Group
Minnesota
$937M +$103M +12% 6.32% 41.8% 261 18.77%
MWM
2006
Meridian Wealth Management
Kentucky
$936M +$126M +16% 11.5% 91% 426 14.32%
MRCP
2007
Maple Rock Capital Partners
Ontario, Canada
$936M +$223M +31% 0.51% 323% 31 48.39%
JAFL
2008
Jay A. Fishman Ltd
Michigan
$936M +$129M +16% 13.9% 107% 99 9.09%
PAM
2009
PSquared Asset Management
Switzerland
$935M +$73.2M +8% 8.57% 158% 10 30%
CCM
2010
Condor Capital Management
New Jersey
$934M -$5.41M -0.6% 7.61% 47.3% 439 30.52%
CCA
2011
Conservest Capital Advisors
Pennsylvania
$933M +$46M +5% 7.47% 58.6% 93 15.05%
ICM
2012
Indaba Capital Management
California
$933M -$11.4M -1% 3.33% 66.7% 64 32.81%
BTWM
2013
Baker Tilly Wealth Management
Wisconsin
$932M +$175M +23% 9.03% 83.6% 551 13.61%
MCM
2014
Murphy Capital Management
New Jersey
$931M +$75.9M +9% 10.3% 41.6% 236 7.63%
FQ
2015
First Quadrant
California
$930M +$72.8M +8% 11.3% 90.6% 562 19.22%
EWM
2016
Endurance Wealth Management
Rhode Island
$930M +$30.5M +3% 12.5% 59% 659 5.16%
AAIM
2017
American Assets Investment Management
California
$928M +$122M +15% 6.78% 413% 182 14.84%
BDWM
2018
Brewin Dolphin Wealth Management
Ireland
$928M +$51.2M +6% 9.3% 47.8% 346 10.69%
TCMX
2019
Technology Crossover Management X
California
$928M +$595M +179% 15.6% 163% 7 42.86%
LSA
2020
L & S Advisors
California
$927M +$1.35M +0.1% 12.9% 187% 380 34.21%
FEG
2021
Fund Evaluation Group
Ohio
$926M -$26.5M -3% 7.23% 45.2% 33 21.21%
DA
2022
Duality Advisers
Florida
$924M -$381M -29% 0.61% 18.3% 737 69.06%
BO
2023
BRR OpCo
Ohio
$923M +$45M +5% 7.75% 23.6% 232 15.95%
MAM
2024
Myriad Asset Management
Hong Kong
$923M -$48.9M -5% 5.43% 149% 188 37.23%
NPCM
2025
North Peak Capital Management
New York
$921M +$143M +18% 15.2% 21.6% 11 72.73%