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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)
Parkside Financial Bank & Trust
2001
Parkside Financial Bank & Trust
Missouri
$1.31B -$33.1M -2% 1.48% 85.4% 2,800 8.25% 4.6
Clear Creek Financial Management
2002
Clear Creek Financial Management
Washington
$1.3B +$79.3M +6% 0.87% 86.1% 658 19.3% 2
Sherman Porfolios
2003
Sherman Porfolios
Idaho
$1.3B -$163M -11% 3.36% – 175 54.86% 0.4
Himension Capital (Singapore)
2004
Himension Capital (Singapore)
Singapore
$1.3B -$318M -20% 5.9% 492% 155 51.61% 0.6
Silver Point Capital
2005
Silver Point Capital
Connecticut
$1.3B -$918M -41% 3.61% 108% 22 31.82% 1.6
Payden & Rygel
2006
Payden & Rygel
California
$1.3B -$147M -10% 2.89% 113% 129 22.48% 4.6
GPCM
2007
Greenbrier Partners Capital Management
Texas
$1.3B -$193M -13% 5.56% 96.1% 12 8.33% 10.2
Private Wealth Partners
2008
Private Wealth Partners
California
$1.3B -$113M -8% 3.42% 132% 181 12.15% 4.6
Mainstay Capital Management
2009
Mainstay Capital Management
Michigan
$1.3B -$8.26M -0.6% 2.59% 131% 155 25.81% 2.5
MPM BioImpact
2010
MPM BioImpact
Massachusetts
$1.29B +$421M +48% 20.4% 550% 49 38.78% 0.9
Alta Capital Management
2011
Alta Capital Management
Utah
$1.29B -$210M -14% 6.77% 89.2% 115 29.57% 4.6
AH Capital Management
2012
AH Capital Management
California
$1.29B -$289M -18% 1.11% – 17 29.41% 1
Penn Capital Management
2013
Penn Capital Management
Pennsylvania
$1.29B +$35.6M +3% 8.89% 181% 202 33.66% 1.5
Charter Oak Capital Management
2014
Charter Oak Capital Management
New Hampshire
$1.29B -$21.4M -2% 1.51% 39.2% 218 9.17% 3.6
MONECO Advisors
2015
MONECO Advisors
Connecticut
$1.29B +$29.7M +2% 0.23% 70.5% 551 14.52% 2.9
Colonial Trust Advisors
2016
Colonial Trust Advisors
South Carolina
$1.29B -$42.2M -3% 0.56% 80% 761 12.61% 3.7
Crédit Industriel et Commercial
2017
Crédit Industriel et Commercial
France
$1.28B -$17.4M -1% 2.77% – 453 44.81% 0.6
RVW Wealth
2018
RVW Wealth
California
$1.28B -$25.6M -2% 2.08% 65.8% 193 15.03% 3.4
Baader Bank Aktiengesellschaft
2019
Baader Bank Aktiengesellschaft
Germany
$1.28B -$174M -12% 1.75% 155% 574 51.39% 1.2
Nilsine Partners
2020
Nilsine Partners
Colorado
$1.28B +$125M +11% 3.77% 128% 470 26.38% 1.8
Penobscot Investment Management
2021
Penobscot Investment Management
Massachusetts
$1.28B -$49.4M -4% 1.1% 114% 325 7.38% 6.2
Sovran Advisors
2022
Sovran Advisors
California
$1.27B +$97.5M +8% 1.69% – 618 17.31% 0.9
Fort Baker Capital Management
2023
Fort Baker Capital Management
California
$1.27B +$358M +39% 4.15% 46.3% 166 59.04% 0.2
Cozad Asset Management
2024
Cozad Asset Management
Illinois
$1.27B -$16.9M -1% 0.54% 132% 441 8.84% 4.2
Edgemoor Investment Advisors
2025
Edgemoor Investment Advisors
Maryland
$1.27B -$17.5M -1% 0.61% 117% 179 7.26% 6