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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Abrams Bison Investments
Bethesda,
Maryland
| $1.02B | -$101M | -9% | 4.5% | 170% | 12 | 25% | 2.1 |
|
| 2002 |
2002
Strategy Capital
Los Altos,
California
| $1.02B | +$33.2M | +3% | 4.36% | 316% | 10 | 10% | 2.8 |
|
| 2003 |
2003
KMG Fiduciary Partners
Toledo,
Ohio
| $1.02B | +$51.8M | +5% | 4.6% | 114% | 247 | 8.91% | 3.1 |
|
| 2004 |
2004
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.02B | -$248M | -20% | 18.5% | 121% | 2 | 0% | 2.4 |
|
| 2005 |
2005
Howard Capital Management
Roswell,
Georgia
| $1.02B | +$101M | +11% | 7.9% | 144% | 89 | 21.35% | 1.4 |
|
| 2006 |
2006
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.01B | -$25.5M | -2% | 0.01% | 68.6% | 219 | 14.16% | 6.7 |
|
| 2007 |
2007
Central Securities
New York
| $1.01B | +$24.5M | +2% | 3.04% | 90.2% | 28 | 3.57% | 7.3 |
|
| 2008 |
2008
Teewinot Capital Advisers
New York
| $1.01B | +$59.2M | +6% | 5.07% | 149% | 28 | 7.14% | 4.5 |
|
| 2009 |
2009
Technology Crossover Management X
Menlo Park,
California
| $1.01B | +$59.7M | +6% | 6.55% | 73.1% | 6 | 0% | 3 |
|
| 2010 |
2010
United Asset Strategies
Garden City,
New York
| $1.01B | +$11.9M | +1% | 4.4% | 94.6% | 249 | 15.26% | 3.6 |
|
| 2011 |
2011
Washington Trust Bank
Spokane,
Washington
| $1.01B | -$38M | -4% | 1.76% | 80.5% | 226 | 11.06% | 5.8 |
|
| 2012 |
2012
J.L. Bainbridge & Co
Sarasota,
Florida
| $1.01B | +$69.6M | +7% | 6.06% | 118% | 97 | 8.25% | 3.1 |
|
| 2013 |
2013
Analog Century Management
New York
| $1.01B | +$292M | +41% | 12.1% | 785% | 25 | 12% | 2 |
|
| 2014 |
2014
Kontiki Capital Management (HK)
Hong Kong
| $1.01B | +$100M | +11% | 16.3% | 90.6% | 9 | 11.11% | 3.2 |
|
| 2015 |
2015
Amica Mutual Insurance
Providence,
Rhode Island
| $1.01B | +$25M | +3% | 3.8% | 80.4% | 134 | 5.22% | 4 |
|
| 2016 |
2016
AltraVue Capital
Bellevue,
Washington
| $1.01B | +$83.8M | +9% | 4.03% | 221% | 29 | 10.34% | 3.3 |
|
| 2017 |
SCM
2017
SIR Capital Management
New York
| $1.01B | +$12.5M | +1% | 3.67% | 71.1% | 93 | 41.94% | 0.8 |
|
| 2018 |
2018
Wolf Hill Capital Management
Greenwich,
Connecticut
| $1B | -$1.27B | -56% | 1.8% | 384% | 42 | 47.62% | 0.9 |
|
| 2019 |
2019
Paradigm Operations
San Francisco,
California
| $1B | -$194M | -16% | 16.2% | 230% | 1 | 0% | 2.5 |
|
| 2020 |
2020
Cozad Asset Management
Champaign,
Illinois
| $1B | +$41.6M | +4% | 3.41% | 132% | 411 | 7.79% | 3.3 |
|
| 2021 |
2021
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1B | -$25.9M | -3% | 1.15% | 70% | 61 | 11.48% | 6.9 |
|
| 2022 |
2022
RVW Wealth
Los Angeles,
California
| $1B | +$28.9M | +3% | 1.09% | 65.8% | 159 | 14.47% | 2.8 |
|
| 2023 |
2023
Pacific Life Fund Advisors
Newport Beach,
California
| $1B | -$17.2M | -2% | 1.06% | 47.6% | 24 | 29.17% | 0.8 |
|
| 2024 |
2024
Mark Asset Management
New York
| $1B | +$232M | +30% | 12.7% | 325% | 66 | 34.85% | 2.4 |
|
| 2025 |
2025
Voss Capital
Houston,
Texas
| $1B | -$209M | -17% | 6.28% | 78.4% | 40 | 22.5% | 1.4 |
|