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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
TW
2001
Transform Wealth
Colorado
$892M -$65.4M -7% 3.14% 48.4% 237 14.77%
MAM
2002
Mastrapasqua Asset Management
Tennessee
$892M -$128M -13% 7.04% 54.9% 151 15.89%
CC
2003
Cornerstone Capital
California
$891M -$47.1M -5% 5.09% 74.7% 96 10.42%
LOM
2004
LTS One Management
New York
$891M -$241M -21% 6.28% 27.6% 5 20%
SI
2005
SQN Investors
California
$891M -$651M -42% 17.5% 26 53.85%
LCG
2006
Lisanti Capital Growth
New York
$890M +$199M +29% 1.17% 1,090% 152 50%
AL
2007
Arnhold LLC
New York
$890M +$6.84M +0.8% 1.84% 156% 144 13.89%
IVMX
2008
Institutional Venture Management XVI
California
$888M -$496M -36% 30.4% 523% 8 0%
HH
2009
Hilltop Holdings
Texas
$888M -$74.1M -8% 1.28% 72.2% 649 24.81%
GC
2010
Greenvale Capital
United Kingdom
$886M +$71.8M +9% 6.11% 59.6% 18 44.44%
AGC
2011
Angelo Gordon & Co
New York
$885M -$192M -18% 4.26% 90.1% 288 25.69%
SIMG
2012
Sonora Investment Management Group
Arizona
$884M +$22.8M +3% 1.18% 78.3% 236 13.98%
ICM
2013
Indaba Capital Management
California
$883M -$49.2M -5% 8.09% 66.7% 53 26.42%
SCA
2014
Summit Creek Advisors
Minnesota
$883M -$113M -11% 10.3% 47.8% 78 8.97%
BSCM
2015
Berry Street Capital Management
United Kingdom
$883M -$87.6M -9% 9.85% 331% 124 78.23%
VCA
2016
Verdence Capital Advisors
Maryland
$883M +$33.1M +4% 2.4% 75.2% 549 15.12%
BPIM
2017
Brant Point Investment Management
New York
$880M +$243M +38% 5.94% 126% 136 41.18%
MPMG
2018
Minneapolis Portfolio Management Group
Minnesota
$880M -$59M -6% 4.77% 140% 30 6.67%
CHAM
2019
Clear Harbor Asset Management
Connecticut
$879M -$42.5M -5% 2.09% 71.8% 462 23.16%
JLBC
2020
J.L. Bainbridge & Co
Florida
$878M -$20.8M -2% 3.71% 93.8% 98 17.35%
ICM
2021
Ionic Capital Management
New York
$878M +$92.1M +12% 24.9% 103% 550 49.45%
CA
2022
Callahan Advisors
Texas
$876M -$15M -2% 0.96% 75.6% 155 10.32%
BST
2023
Bath Savings Trust
Maine
$876M -$85.4M -9% 6.57% 47.3% 168 6.55%
CFFNO
2024
Common Fund For Nonprofit Organizations
Connecticut
$875M +$128M +17% 5.46% 70.2% 11 27.27%
VFA
2025
Voya Financial Advisors
Connecticut
$875M -$10.8M -1% 5.62% 36.1% 290 18.62%