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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
MAS
2001
Meeder Advisory Services
Ohio
$795M -$133M -14% 453
VC
2002
Voss Capital
Texas
$795M -$32.8M -4% 51
TCM
2003
Tensile Capital Management
California
$795M +$22.2M +3% 19
KL
2004
KWMG LLC
Kansas
$795M -$12.6M -2% 137
MIA
2005
MMBG Investment Advisors
Florida
$793M -$30.1M -4% 161
FHC
2006
First Heartland Consultants
Missouri
$793M +$21.9M +3% 415
PP
2007
PDT Partners
New York
$793M +$65.5M +9% 709
TCBWMS
2008
Texas Capital Bank Wealth Management Services
Texas
$792M -$140M -15% 247
CPA
2009
Cardiff Park Advisors
California
$791M -$23.4M -3% 330
JAFL
2010
Jay A. Fishman Ltd
Michigan
$790M -$35.7M -4% 100
TFP
2011
Triple Frond Partners
California
$788M +$12.7M +2% 10
NCM
2012
Nantahala Capital Management
Connecticut
$788M -$35.9M -4% 137
PO
2013
Private Ocean
California
$788M -$1.83M -0.2% 603
BCM
2014
Beryl Capital Management
California
$787M +$462M +143% 42
PSAMP
2015
P. Schoenfeld Asset Management (PSAM)
New York
$785M +$49.7M +7% 129
FBFS
2016
First Business Financial Services
Wisconsin
$785M -$25.9M -3% 173
OCAM
2017
Owl Creek Asset Management
New York
$785M -$450M -36% 153
IB
2018
Intrust Bank
Kansas
$784M -$40.5M -5% 399
TWA
2019
TCI Wealth Advisors
Arizona
$784M +$629K +0.1% 206
ORI
2020
Oak Ridge Investments
Illinois
$784M -$27.4M -3% 156
FG
2021
Fiduciary Group
Georgia
$783M -$30.6M -4% 249
II
2022
Inspire Investing
Idaho
$783M -$43.4M -5% 905
CIP
2023
CAS Investment Partners
Connecticut
$780M +$123M +19% 5
ICP
2024
Ironvine Capital Partners
Nebraska
$779M -$44.2M -5% 45
CA
2025
CapWealth Advisors
Tennessee
$779M -$40.6M -5% 108