We are live on ! Find out more

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
BC
2001
BIT Capital
Germany
$735M -$397M -35% 19.9% 782% 186 55.38%
JAFL
2002
Jay A. Fishman Ltd
Michigan
$734M -$174M -19% 17.4% 107% 98 14.29%
MAM
2003
Mastrapasqua Asset Management
Tennessee
$734M -$158M -18% 15.7% 54.9% 157 14.65%
COCM
2004
Charter Oak Capital Management
New Hampshire
$734M -$84.2M -10% 12.2% 39.2% 1,062 9.89%
AAIM
2005
Asset Advisors Investment Management
Georgia
$733M -$163M -18% 13% 58.7% 91 3.3%
AF
2006
Arrow Financial
New York
$733M -$102M -12% 12.5% 53.2% 381 14.7%
AF
2007
Ally Financial
Michigan
$733M -$135M -16% 15.7% 8.82% 126 13.49%
SFO
2008
Stokes Family Office
Louisiana
$733M -$20.6M -3% 12.4% 56.9% 296 20.95%
WB
2009
Webster Bank
Connecticut
$733M -$130M -15% 13.6% 77.5% 555 6.31%
QCMNJ
2010
Quantum Capital Management (New Jersey)
New Jersey
$732M -$75.8M -9% 13% 33.4% 34 11.76%
1SP
2011
140 Summer Partners
New York
$732M -$532M -42% 8.84% 134% 20 45%
FCM
2012
Freshford Capital Management
New York
$732M -$2.37M -0.3% 9.82% 62.2% 29 34.48%
AIP
2013
ARS Investment Partners
New York
$732M -$305M -29% 19.9% 260% 182 21.98%
CCA
2014
Clearwater Capital Advisors
Illinois
$732M -$141M -16% 11.4% 35% 171 12.87%
SC
2015
Sasco Capital
Connecticut
$730M -$72.7M -9% 9.8% 15.5% 51 15.69%
NCM
2016
Narwhal Capital Management
Georgia
$730M -$125M -15% 14.4% 93.8% 168 14.29%
SGDR
2017
SPX Gestao de Recursos
Brazil
$729M -$841M -54% 12.9% 90.7% 102 58.82%
RWM
2018
RKL Wealth Management
Pennsylvania
$729M -$104M -12% 13.9% 54.1% 149 12.75%
SCM
2019
SIR Capital Management
New York
$729M +$160M +28% 7.77% 80% 98 43.88%
AWAG
2020
ARS Wealth Advisors Group
Florida
$728M +$155M +27% 10.7% 77.1% 164 28.05%
PCA
2021
Pallas Capital Advisors
Massachusetts
$727M -$56M -7% 13.2% 37.2% 248 15.32%
CT
2022
Caldwell Trust
Florida
$727M -$113M -13% 11.6% 74.1% 768 6.77%
SCM
2023
Simcoe Capital Management
New York
$726M -$108M -13% 15.3% 45.9% 20 35%
SIM
2024
Sandia Investment Management
Massachusetts
$726M +$20.8M +3% 0.95% 20.5% 330 20.91%
MOS
2025
MGO One Seven
Ohio
$725M -$205M -22% 13.3% 73.8% 730 19.45%