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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
MICM
2001
Matthews International Capital Management
California
$854M -$149M -15% 2.38% 90.7% 51 27.45%
BCM
2002
Bowie Capital Management
Texas
$853M -$9.75M -1% 10.2% 35.8% 44 27.27%
NGA
2003
Naples Global Advisors
Florida
$852M +$50.4M +6% 5.02% 103% 404 6.44%
PAM
2004
PSquared Asset Management
Switzerland
$852M +$157M +23% 1.28% 158% 19 78.95%
MW
2005
Marcum Wealth
Ohio
$852M +$50.5M +6% 5.39% 20% 403 9.93%
NCM
2006
Narwhal Capital Management
Georgia
$851M +$51.5M +6% 9.24% 93.8% 177 10.73%
FDCC
2007
Foster Dykema Cabot & Co
Massachusetts
$850M +$72.7M +9% 8.09% 34% 393 37.4%
AC
2008
AltraVue Capital
Washington
$850M +$17.3M +2% 7.6% 175% 30 3.33%
LNWTC
2009
Laird Norton Wetherby Trust Company
Washington
$850M +$48.9M +6% 9.34% 70.2% 123 9.76%
CFD
2010
Creative Financial Designs
Indiana
$850M +$86M +11% 4.36% 43.4% 1,525 12.26%
BFC
2011
Banc Funds Company
Illinois
$849M -$87.3M -9% 4.35% 44.9% 160 4.38%
WC
2012
Woodstock Corp
Massachusetts
$847M +$63.3M +8% 9.95% 96.1% 174 5.75%
RW
2013
RVW Wealth
California
$847M +$40.9M +5% 4.83% 59.3% 163 12.88%
TCM
2014
Tran Capital Management
California
$847M +$45.2M +6% 11.5% 149% 42 11.9%
NL
2015
NEPC LLC
Massachusetts
$847M +$518M +157% 2.24% 19.2% 40 42.5%
BRIM
2016
Broad Run Investment Management
Virginia
$845M +$6.13M +0.7% 10.9% 170% 26 3.85%
RWM
2017
RKL Wealth Management
Pennsylvania
$845M +$53.3M +7% 5.72% 54.1% 137 8.76%
PMFA
2018
Plante Moran Financial Advisors
Michigan
$845M +$113M +15% 6.08% 50.3% 876 19.98%
KA
2019
Kintegral Advisory
New York
$844M +$70M +9% 10.5% 94.4% 265 5.66%
WA
2020
WBH Advisory
Maryland
$844M +$43.1M +5% 5.86% 47.2% 307 6.51%
SC
2021
Sasco Capital
Connecticut
$843M +$30.5M +4% 5.81% 15.5% 57 12.28%
EECFX
2022
EnCap Energy Capital Fund XI
Texas
$843M +$585M +227% 6.97% 21% 2 50%
GEM
2023
Global Endowment Management
North Carolina
$842M -$97.3M -10% 2.45% 35.8% 104 19.23%
PCMF
2024
Private Capital Management (Florida)
Florida
$841M -$18.5M -2% 5.87% 68.6% 161 32.3%
JC
2025
Jacobs & Co
California
$841M +$31M +4% 7.91% 92.2% 126 6.35%