We are live on ! Find out more

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
HT
2001
Headlands Technologies
Illinois
$1.25B +$417M +50% 15% 158% 1,358 72.16%
SMM
2002
Stadion Money Management
Georgia
$1.25B +$33.7M +3% 6.43% 55.3% 26 7.69%
RWM
2003
Rockwood Wealth Management
Pennsylvania
$1.25B +$115M +10% 5.83% 48.9% 115 13.91%
VV
2004
Verity & Verity
South Carolina
$1.25B +$86.1M +7% 6.93% 76.4% 139 7.91%
PIA
2005
Petredis Investment Advisors
Pennsylvania
$1.25B +$105M +9% 9.86% 144% 113 8.85%
UAS
2006
United Asset Strategies
New York
$1.25B +$75.7M +6% 7.69% 94.6% 252 5.95%
SIM
2007
Sprucegrove Investment Management
Ontario, Canada
$1.25B +$8.19M +0.7% 5.41% 45.5% 43 4.65%
VC
2008
Vivo Capital
California
$1.24B +$266M +27% 75% 7,491% 50 22%
HP
2009
Hikari Power
Japan
$1.24B +$40.7M +3% 4.3% 53.5% 64 3.13%
MTC
2010
McDaniel Terry & Co
Texas
$1.24B +$20.8M +2% 4.6% 57.9% 92 3.26%
IAIM
2011
International Assets Investment Management
Florida
$1.24B +$2.48M +0.2% 8.07% 88.5% 866 6.12%
ACM
2012
Atika Capital Management
New York
$1.24B +$242M +24% 24.6% 811% 98 47.96%
GAM
2013
Gemmer Asset Management
California
$1.24B +$114M +10% 8.56% 90.5% 177 11.3%
FHC
2014
First Heartland Consultants
Missouri
$1.24B +$115M +10% 6.21% 55.2% 549 13.11%
LLL
2015
Lynrock Lake LP
New York
$1.24B +$106M +9% 12.3% 21.2% 29 3.45%
FCM
2016
Fairholme Capital Management
Florida
$1.24B +$11.9M +1% 3.53% 36.2% 12 0%
TPI
2017
Trust Point Inc
Wisconsin
$1.24B +$178M +17% 7.29% 489 22.9%
LFM
2018
LGT Fund Management
Liechtenstein
$1.24B +$93M +8% 7.66% 121% 249 12.85%
HCM
2019
Hilton Capital Management
New York
$1.24B -$17.6M -1% 6.02% 58.2% 183 13.11%
KPF
2020
K2 Principal Fund
Ontario, Canada
$1.23B +$506M +70% 17.7% 76.5% 438 45.21%
SGM
2021
Seven Grand Managers
New York
$1.23B +$397M +48% 16.6% 281% 113 57.52%
GGS
2022
Galvin Gaustad & Stein
Arizona
$1.23B +$70.4M +6% 5.98% 53.7% 210 10.95%
XF
2023
XML Financial
Maryland
$1.23B +$72.7M +6% 8.92% 69.5% 426 15.73%
KGI
2024
Kopernik Global Investors
Florida
$1.23B +$316M +35% 24.8% 128% 31 19.35%
MDSL
2025
M.D. Sass LLC
New York
$1.23B -$15.2M -1% 0.59% 80.1% 38 15.79%