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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
CC
2001
Criteria Caixa
Spain
$701M -$54.5M -7% 7.48% 35.5% 56 30.36%
JIR
2002
James Investment Research
Ohio
$701M -$46.1M -6% 3.93% 107% 560 13.39%
SFO
2003
Stokes Family Office
Louisiana
$701M -$32.1M -4% 5.51% 56.9% 296 16.55%
FBFS
2004
First Business Financial Services
Wisconsin
$700M -$42.1M -6% 5.54% 74% 171 12.87%
SAM
2005
Sawgrass Asset Management
Florida
$700M -$80.8M -10% 4.5% 96.6% 158 10.13%
TIM
2006
Triodos Investment Management
Netherlands
$700M -$10.3M -1% 0.44% 89.9% 48 6.25%
UM
2007
Ulysses Management
New York
$699M +$56.8M +9% 4.6% 48.7% 63 41.27%
RI
2008
RWWM Inc
California
$699M -$51.8M -7% 9.27% 37% 14 0%
HEC
2009
Hudson Executive Capital
New York
$698M -$90M -11% 10.7% 144% 9 11.11%
FNT
2010
First Nebraska Trust
Nebraska
$698M -$64.2M -8% 6.56% 48% 167 6.59%
AIM
2011
Aigen Investment Management
New York
$697M +$102M +17% 5.18% 38.8% 823 70.96%
CA
2012
Callahan Advisors
Texas
$696M -$54.9M -7% 5.41% 75.6% 147 6.12%
WAM
2013
Weatherly Asset Management
California
$696M -$22.2M -3% 1.88% 108% 182 4.95%
JC
2014
Jacobs & Co
California
$696M -$51.1M -7% 6.28% 92.2% 125 8%
SFG
2015
SNS Financial Group
Minnesota
$695M -$72.2M -9% 5.72% 41.8% 203 6.4%
RWM
2016
RKL Wealth Management
Pennsylvania
$694M -$34.8M -5% 5.84% 54.1% 139 8.63%
PWPCM
2017
Perella Weinberg Partners Capital Management
New York
$694M -$78.5M -10% 5.34% 1.52% 30 30%
NA
2018
Nottingham Advisors
New York
$694M -$43.4M -6% 5.77% 44.3% 135 9.63%
WA
2019
WBH Advisory
Maryland
$693M -$56.4M -8% 5.42% 47.2% 309 10.36%
FTS
2020
Fifth Third Securities
Ohio
$692M -$36.7M -5% 5.41% 58.9% 199 4.02%
CWM
2021
Campbell Wealth Management
Virginia
$692M -$22.1M -3% 4.41% 11.2% 77 32.47%
PCMF
2022
Private Capital Management (Florida)
Florida
$692M +$35.4M +5% 13.9% 68.6% 163 51.53%
SC
2023
Shellback Capital
Massachusetts
$692M +$116M +20% 3.72% 174% 102 50.98%
JAFL
2024
Jay A. Fishman Ltd
Michigan
$691M -$42.5M -6% 5.24% 105% 92 5.43%
MAM
2025
Mastrapasqua Asset Management
Tennessee
$691M -$42.8M -6% 4.48% 54.9% 155 12.9%