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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 Avg Holding
Period (Yrs)
Abrams Bison Investments
2001
Abrams Bison Investments
Maryland
$1.02B -$101M -9% 4.5% 170% 12 25% 2.1
Strategy Capital
2002
Strategy Capital
California
$1.02B +$33.2M +3% 4.36% 316% 10 10% 2.8
KMG Fiduciary Partners
2003
KMG Fiduciary Partners
Ohio
$1.02B +$51.8M +5% 4.6% 114% 247 8.91% 3.1
FountainVest China Capital Partners GP3
2004
FountainVest China Capital Partners GP3
Cayman Islands
$1.02B -$248M -20% 18.5% 121% 2 0% 2.4
Howard Capital Management
2005
Howard Capital Management
Georgia
$1.02B +$101M +11% 7.9% 144% 89 21.35% 1.4
First Financial Bank - Trust Division
2006
First Financial Bank - Trust Division
Ohio
$1.01B -$25.5M -2% 0.01% 68.6% 219 14.16% 6.7
Central Securities
2007
Central Securities
New York
$1.01B +$24.5M +2% 3.04% 90.2% 28 3.57% 7.3
Teewinot Capital Advisers
2008
Teewinot Capital Advisers
New York
$1.01B +$59.2M +6% 5.07% 149% 28 7.14% 4.5
Technology Crossover Management X
2009
Technology Crossover Management X
California
$1.01B +$59.7M +6% 6.55% 73.1% 6 0% 3
United Asset Strategies
2010
United Asset Strategies
New York
$1.01B +$11.9M +1% 4.4% 94.6% 249 15.26% 3.6
Washington Trust Bank
2011
Washington Trust Bank
Washington
$1.01B -$38M -4% 1.76% 80.5% 226 11.06% 5.8
J.L. Bainbridge & Co
2012
J.L. Bainbridge & Co
Florida
$1.01B +$69.6M +7% 6.06% 118% 97 8.25% 3.1
Analog Century Management
2013
Analog Century Management
New York
$1.01B +$292M +41% 12.1% 785% 25 12% 2
Kontiki Capital Management (HK)
2014
Kontiki Capital Management (HK)
Hong Kong
$1.01B +$100M +11% 16.3% 90.6% 9 11.11% 3.2
Amica Mutual Insurance
2015
Amica Mutual Insurance
Rhode Island
$1.01B +$25M +3% 3.8% 80.4% 134 5.22% 4
AltraVue Capital
2016
AltraVue Capital
Washington
$1.01B +$83.8M +9% 4.03% 221% 29 10.34% 3.3
SCM
2017
SIR Capital Management
New York
$1.01B +$12.5M +1% 3.67% 71.1% 93 41.94% 0.8
Wolf Hill Capital Management
2018
Wolf Hill Capital Management
Connecticut
$1B -$1.27B -56% 1.8% 384% 42 47.62% 0.9
Paradigm Operations
2019
Paradigm Operations
California
$1B -$194M -16% 16.2% 230% 1 0% 2.5
Cozad Asset Management
2020
Cozad Asset Management
Illinois
$1B +$41.6M +4% 3.41% 132% 411 7.79% 3.3
Henry H. Armstrong Associates
2021
Henry H. Armstrong Associates
Pennsylvania
$1B -$25.9M -3% 1.15% 70% 61 11.48% 6.9
RVW Wealth
2022
RVW Wealth
California
$1B +$28.9M +3% 1.09% 65.8% 159 14.47% 2.8
Pacific Life Fund Advisors
2023
Pacific Life Fund Advisors
California
$1B -$17.2M -2% 1.06% 47.6% 24 29.17% 0.8
Mark Asset Management
2024
Mark Asset Management
New York
$1B +$232M +30% 12.7% 325% 66 34.85% 2.4
Voss Capital
2025
Voss Capital
Texas
$1B -$209M -17% 6.28% 78.4% 40 22.5% 1.4