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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
SC
2001
Strategy Capital
California
$1.02B +$33.2M +3% 4.36% 316% 10 10%
KFP
2002
KMG Fiduciary Partners
Ohio
$1.02B +$51.8M +5% 4.6% 98% 247 8.91%
FCCPG
2003
FountainVest China Capital Partners GP3
Cayman Islands
$1.02B -$248M -20% 18.5% 121% 2 0%
HCM
2004
Howard Capital Management
Georgia
$1.02B +$101M +11% 7.9% 129% 89 21.35%
FFBTD
2005
First Financial Bank - Trust Division
Ohio
$1.01B -$25.5M -2% 0.01% 62.6% 219 14.16%
CS
2006
Central Securities
New York
$1.01B +$24.5M +2% 3.04% 90.2% 28 3.57%
TCA
2007
Teewinot Capital Advisers
New York
$1.01B +$59.2M +6% 5.07% 149% 28 7.14%
TCMX
2008
Technology Crossover Management X
California
$1.01B +$59.7M +6% 6.55% 73.1% 6 0%
UAS
2009
United Asset Strategies
New York
$1.01B +$11.9M +1% 4.4% 94.6% 249 15.26%
WTB
2010
Washington Trust Bank
Washington
$1.01B -$38M -4% 1.76% 80.5% 226 11.06%
JLBC
2011
J.L. Bainbridge & Co
Florida
$1.01B +$69.6M +7% 6.06% 93.8% 97 8.25%
ACM
2012
Analog Century Management
New York
$1.01B +$292M +41% 12.1% 785% 25 12%
KCMH
2013
Kontiki Capital Management (HK)
Hong Kong
$1.01B +$100M +11% 16.3% 90.6% 9 11.11%
AMI
2014
Amica Mutual Insurance
Rhode Island
$1.01B +$25M +3% 3.8% 80.4% 134 5.22%
AC
2015
AltraVue Capital
Washington
$1.01B +$83.8M +9% 4.03% 221% 29 10.34%
SCM
2016
SIR Capital Management
New York
$1.01B +$12.5M +1% 3.67% 71.1% 93 41.94%
WHCM
2017
Wolf Hill Capital Management
Connecticut
$1B -$1.27B -56% 1.8% 384% 42 47.62%
PO
2018
Paradigm Operations
California
$1B -$194M -16% 16.2% 230% 1 0%
CAM
2019
Cozad Asset Management
Illinois
$1B +$41.6M +4% 3.41% 132% 411 7.79%
HHAA
2020
Henry H. Armstrong Associates
Pennsylvania
$1B -$25.9M -3% 1.15% 49.3% 61 11.48%
RW
2021
RVW Wealth
California
$1B +$28.9M +3% 1.09% 59.3% 159 14.47%
PLFA
2022
Pacific Life Fund Advisors
California
$1B -$17.2M -2% 1.06% 47.6% 24 29.17%
MAM
2023
Mark Asset Management
New York
$1B +$232M +30% 12.7% 325% 66 34.85%
VC
2024
Voss Capital
Texas
$1B -$209M -17% 6.28% 78.4% 40 22.5%
PMFA
2025
Plante Moran Financial Advisors
Michigan
$1B +$69.5M +7% 2.51% 62.8% 904 19.25%