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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
HP
2001
Harvey Partners
New York
$1.26B +$128M +11% 13.8% 124% 51 21.57%
DAM
2002
Dorsey Asset Management
Illinois
$1.26B +$105M +9% 5.76% 92.5% 14 50%
TF
2003
Tompkins Financial
New York
$1.26B -$30.3M -2% 0.6% 74.1% 683 24.16%
PIA
2004
Perennial Investment Advisors
California
$1.26B -$13.2M -1% 2.9% 68.4% 560 17.5%
DP
2005
Dundas Partners
United Kingdom
$1.25B -$166M -12% 5.37% 60.9% 49 0%
TCA
2006
Teewinot Capital Advisers
New York
$1.25B -$108M -8% 9.11% 159% 34 11.76%
BSB
2007
Bangor Savings Bank
Maine
$1.25B +$7.63M +0.6% 0.19% 49.6% 624 16.67%
CPA
2008
Cardiff Park Advisors
California
$1.25B +$32.6M +3% 1.37% 80.8% 385 12.99%
GGS
2009
Galvin Gaustad & Stein
Arizona
$1.25B -$31.6M -2% 1.87% 53.7% 273 16.12%
TCA
2010
Transcend Capital Advisors
New Jersey
$1.25B -$44.8M -3% 2.21% 71.6% 782 20.08%
LIA
2011
Limestone Investment Advisors
New York
$1.25B +$206M +20% 4% 572 56.47%
LMGAM
2012
Liberty Mutual Group Asset Management
Massachusetts
$1.25B +$198M +19% 23.3% 46.4% 36 41.67%
ODIJL
2013
One Day In July LLC
Vermont
$1.25B +$31.8M +3% 1.72% 43.1% 159 11.32%
FFM
2014
Fullerton Fund Management
Singapore
$1.25B -$1.04B -45% 0.64% 323% 165 50.3%
SPC
2015
Stony Point Capital
New York
$1.24B -$120M -9% 6.07% 208% 35 17.14%
BCP
2016
BlackBarn Capital Partners
New York
$1.24B -$278M -18% 4.69% 24 45.83%
HTHT
2017
Hemenway Trust Hemenway Trust
New Hampshire
$1.24B -$64.2M -5% 2.62% 87.2% 140 12.86%
RIA
2018
Retirement Investment Advisors
Oklahoma
$1.24B +$1.5M +0.1% 1.01% 67 2.99%
FFBTD
2019
First Financial Bank - Trust Division
Ohio
$1.24B +$24.3M +2% 0.16% 62.6% 208 6.73%
XF
2020
XML Financial
Maryland
$1.24B +$13.6M +1% 0.28% 69.5% 471 16.77%
CCA
2021
Clearwater Capital Advisors
Illinois
$1.24B +$39.5M +3% 0.6% 44.7% 178 8.99%
WTA
2022
Washington Trust Advisors
Massachusetts
$1.24B -$72M -6% 2.23% 87.6% 704 19.6%
WAM
2023
Weatherly Asset Management
California
$1.24B -$62.9M -5% 2.61% 108% 194 6.19%
CA
2024
Cullinan Associates
Kentucky
$1.24B -$239M -16% 0.11% 107% 217 7.37%
QI
2025
QV Investors
Alberta, Canada
$1.24B +$13.5M +1% 6.36% 66.3% 67 7.46%