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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
FFW
2001
Fusion Family Wealth
New York
$1.32B -$15.4M -1% 2.04% 58.2% 47 2.13%
FHC
2002
First Heartland Consultants
Missouri
$1.32B +$79.8M +6% 1.83% 55.2% 571 15.06%
ARAM
2003
Ardmore Road Asset Management
New York
$1.32B -$229M -15% 5.66% 245% 103 59.22%
AL
2004
Arnhold LLC
New York
$1.32B +$123M +10% 12.9% 156% 119 6.72%
ELC
2005
Edgar Lomax Company
Virginia
$1.32B +$39.5M +3% 4.92% 66.2% 64 9.38%
OHIF
2006
Oriental Harbor Investment Fund
Hong Kong
$1.32B +$23.8M +2% 8.85% 17 41.18%
GXJ
2007
Global X Japan
Japan
$1.31B +$159M +14% 5.31% 374 20.05%
FFM
2008
Fairmount Funds Management
Pennsylvania
$1.31B +$202M +18% 73.9% 2,136% 17 23.53%
SGM
2009
Seven Grand Managers
New York
$1.31B +$81.9M +7% 7.79% 281% 168 58.93%
SFM
2010
Stack Financial Management
Montana
$1.31B +$106M +9% 1.46% 58.4% 59 13.56%
COCM
2011
Charter Oak Capital Management
New Hampshire
$1.31B +$36.6M +3% 1.76% 39.2% 212 6.6%
DG
2012
DigitalBridge Group
Florida
$1.31B +$56.4M +4% 5.86% 161% 79 20.25%
TA
2013
TCM Advisors
West Virginia
$1.31B +$356M +37% 1.79% 56.1% 65 0%
MFG
2014
Magnus Financial Group
New York
$1.31B +$42.6M +3% 2.27% 70.8% 443 13.32%
RW
2015
RVW Wealth
California
$1.31B +$28.4M +2% 2.04% 59.3% 190 12.11%
WTA
2016
Washington Trust Advisors
Massachusetts
$1.31B -$5.39M -0.4% 3.74% 87.6% 710 20.7%
FLAM
2017
First Light Asset Management
Minnesota
$1.31B +$247M +23% 43% 364% 47 42.55%
HTHT
2018
Hemenway Trust Hemenway Trust
New Hampshire
$1.31B +$498K +0% 4.82% 87.2% 130 6.15%
LCG
2019
Luxor Capital Group
New York
$1.31B -$819M -39% 5.01% 131% 63 33.33%
AS
2020
American Securities
New York
$1.31B +$227M +21% 21.1% 1 0%
BCLSI
2021
Bain Capital Life Sciences Investors
Massachusetts
$1.31B -$201M -13% 38.2% 507% 21 9.52%
MCM
2022
Mainstay Capital Management
Michigan
$1.31B +$308M +31% 9.05% 131% 130 10.77%
SC
2023
Styrax Capital
New York
$1.31B -$54.6M -4% 10.9% 310% 18 55.56%
VPI
2024
Value Partners Investments
Manitoba, Canada
$1.3B +$79.1M +6% 7.68% 33.9% 104 6.73%
CUAMC
2025
China Universal Asset Management Company
China
$1.3B +$92.1M +8% 9.76% 264% 543 20.26%