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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
PIA
2001
Perennial Investment Advisors
California
$1.26B -$13.2M -1% 2.9% 68.4% 560 17.5%
DP
2002
Dundas Partners
United Kingdom
$1.25B -$166M -12% 5.37% 60.9% 49 0%
TCA
2003
Teewinot Capital Advisers
New York
$1.25B -$108M -8% 9.11% 159% 34 11.76%
BSB
2004
Bangor Savings Bank
Maine
$1.25B +$7.63M +0.6% 0.19% 49.6% 624 16.67%
CPA
2005
Cardiff Park Advisors
California
$1.25B +$32.6M +3% 1.37% 80.8% 385 12.99%
GGS
2006
Galvin Gaustad & Stein
Arizona
$1.25B -$31.6M -2% 1.87% 53.7% 273 16.12%
TCA
2007
Transcend Capital Advisors
New Jersey
$1.25B -$44.8M -3% 2.21% 61.2% 782 20.08%
LIA
2008
Limestone Investment Advisors
New York
$1.25B +$206M +20% 4% 572 56.47%
LMGAM
2009
Liberty Mutual Group Asset Management
Massachusetts
$1.25B +$198M +19% 23.3% 46.4% 36 41.67%
ODIJL
2010
One Day In July LLC
Vermont
$1.25B +$31.8M +3% 1.72% 33.3% 159 11.32%
FFM
2011
Fullerton Fund Management
Singapore
$1.25B -$1.04B -45% 0.64% 323% 165 50.3%
SPC
2012
Stony Point Capital
New York
$1.24B -$120M -9% 6.07% 146% 35 17.14%
BCP
2013
BlackBarn Capital Partners
New York
$1.24B -$278M -18% 4.69% 24 45.83%
HTHT
2014
Hemenway Trust Hemenway Trust
New Hampshire
$1.24B -$64.2M -5% 2.66% 58.4% 140 12.86%
RIA
2015
Retirement Investment Advisors
Oklahoma
$1.24B +$1.5M +0.1% 1.01% 67 2.99%
FFBTD
2016
First Financial Bank - Trust Division
Ohio
$1.24B +$24.3M +2% 0.16% 62.6% 208 6.73%
XF
2017
XML Financial
Maryland
$1.24B +$13.6M +1% 0.28% 69.5% 471 16.77%
CCA
2018
Clearwater Capital Advisors
Illinois
$1.24B +$39.5M +3% 0.6% 35% 178 8.99%
WTA
2019
Washington Trust Advisors
Massachusetts
$1.24B -$72M -6% 2.23% 87.6% 704 19.6%
WAM
2020
Weatherly Asset Management
California
$1.24B -$62.9M -5% 2.61% 108% 194 6.19%
CA
2021
Cullinan Associates
Kentucky
$1.24B -$239M -16% 0.11% 107% 217 7.37%
QI
2022
QV Investors
Alberta, Canada
$1.24B +$13.5M +1% 6.36% 66.3% 67 7.46%
MP
2023
Mangrove Partners
Connecticut
$1.24B +$8.47M +0.7% 0.51% 169% 631 73.53%
GX
2024
Greylock XIV
California
$1.24B -$948M -43% 43.4% 1 0%
HCA
2025
Harbor Capital Advisors
Illinois
$1.23B -$52.8M -4% 0.78% 93.6% 1,529 34.27%