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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1.31B | -$33.1M | -2% | 1.48% | 85.4% | 2,800 | 8.25% | 4.6 |
|
| 2002 |
2002
Clear Creek Financial Management
Silverdale,
Washington
| $1.3B | +$79.3M | +6% | 0.87% | 86.1% | 658 | 19.3% | 2 |
|
| 2003 |
2003
Sherman Porfolios
Coeur D'alene,
Idaho
| $1.3B | -$163M | -11% | 3.36% | – | 175 | 54.86% | 0.4 |
|
| 2004 |
2004
Himension Capital (Singapore)
Singapore
| $1.3B | -$318M | -20% | 5.9% | 492% | 155 | 51.61% | 0.6 |
|
| 2005 |
2005
Silver Point Capital
Greenwich,
Connecticut
| $1.3B | -$918M | -41% | 3.61% | 108% | 22 | 31.82% | 1.6 |
|
| 2006 |
2006
Payden & Rygel
Los Angeles,
California
| $1.3B | -$147M | -10% | 2.89% | 113% | 129 | 22.48% | 4.6 |
|
| 2007 |
GPCM
2007
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.3B | -$193M | -13% | 5.56% | 96.1% | 12 | 8.33% | 10.2 |
|
| 2008 |
2008
Private Wealth Partners
Mill Valley,
California
| $1.3B | -$113M | -8% | 3.42% | 132% | 181 | 12.15% | 4.6 |
|
| 2009 |
2009
Mainstay Capital Management
Grand Blanc,
Michigan
| $1.3B | -$8.26M | -0.6% | 2.59% | 131% | 155 | 25.81% | 2.5 |
|
| 2010 |
2010
MPM BioImpact
Boston,
Massachusetts
| $1.29B | +$421M | +48% | 20.4% | 550% | 49 | 38.78% | 0.9 |
|
| 2011 |
2011
Alta Capital Management
Salt Lake City,
Utah
| $1.29B | -$210M | -14% | 6.77% | 89.2% | 115 | 29.57% | 4.6 |
|
| 2012 |
2012
AH Capital Management
Menlo Park,
California
| $1.29B | -$289M | -18% | 1.11% | – | 17 | 29.41% | 1 |
|
| 2013 |
2013
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.29B | +$35.6M | +3% | 8.89% | 181% | 202 | 33.66% | 1.5 |
|
| 2014 |
2014
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $1.29B | -$21.4M | -2% | 1.51% | 39.2% | 218 | 9.17% | 3.6 |
|
| 2015 |
2015
MONECO Advisors
Fairfield,
Connecticut
| $1.29B | +$29.7M | +2% | 0.23% | 70.5% | 551 | 14.52% | 2.9 |
|
| 2016 |
2016
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.29B | -$42.2M | -3% | 0.56% | 80% | 761 | 12.61% | 3.7 |
|
| 2017 |
2017
Crédit Industriel et Commercial
Paris France,
France
| $1.28B | -$17.4M | -1% | 2.77% | – | 453 | 44.81% | 0.6 |
|
| 2018 |
2018
RVW Wealth
Los Angeles,
California
| $1.28B | -$25.6M | -2% | 2.08% | 65.8% | 193 | 15.03% | 3.4 |
|
| 2019 |
2019
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.28B | -$174M | -12% | 1.75% | 155% | 574 | 51.39% | 1.2 |
|
| 2020 |
2020
Nilsine Partners
Greenwood Village,
Colorado
| $1.28B | +$125M | +11% | 3.77% | 128% | 470 | 26.38% | 1.8 |
|
| 2021 |
2021
Penobscot Investment Management
Boston,
Massachusetts
| $1.28B | -$49.4M | -4% | 1.1% | 114% | 325 | 7.38% | 6.2 |
|
| 2022 |
2022
Sovran Advisors
San Diego,
California
| $1.27B | +$97.5M | +8% | 1.69% | – | 618 | 17.31% | 0.9 |
|
| 2023 |
2023
Fort Baker Capital Management
Larkspur,
California
| $1.27B | +$358M | +39% | 4.15% | 46.3% | 166 | 59.04% | 0.2 |
|
| 2024 |
2024
Cozad Asset Management
Champaign,
Illinois
| $1.27B | -$16.9M | -1% | 0.54% | 132% | 441 | 8.84% | 4.2 |
|
| 2025 |
2025
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.27B | -$17.5M | -1% | 0.61% | 117% | 179 | 7.26% | 6 |
|