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
KFA
2001
Kelleher Financial Advisors
New York
$164M 101
VV
2002
Verity & Verity
South Carolina
$163M 72
KS
2003
Karpas Strategies
Connecticut
$163M 103
FC
2004
Flaherty & Crumrine
California
$163M 9
FPA
2005
Fieldpoint Private Advisors
New York
$163M 62
BRCM
2006
Bright Rock Capital Management
Massachusetts
$163M 80
GG
2007
Greenwood Gearhart
Arkansas
$163M 51
RCA
2008
Restructuring Capital Associates
Connecticut
$163M 17
SC
2009
Stratford Consulting
Texas
$163M 54
MIA
2010
Mainstream Investment Advisers
Indiana
$163M 83
WCA
2011
Waratah Capital Advisors
Ontario, Canada
$162M 51
RGC
2012
Roberts, Glore & Co
Illinois
$162M 135
BMC
2013
Benin Management Corp
Connecticut
$162M 96
LCM
2014
Lionstone Capital Management
New York
$162M 15
SAM
2015
Selway Asset Management
$162M 66
SA
2016
Steadfast Advisors
New York
$162M 43
CCM
2017
Compton Capital Management
Rhode Island
$162M 145
SCA
2018
Stillwater Capital Advisors
Pennsylvania
$162M 44
BCM
2019
Bodri Capital Management
California
$162M 51
RSVP
2020
Ramsay Stattman Vela & Price
Colorado
$161M 50
MCM
2021
Mazama Capital Management
Oregon
$161M 240
PAAMCP
2022
Pacific Alternative Asset Management Company (PAAMCO)
California
$161M 35
PCA
2023
PL Capital Advisors
Florida
$161M 50
MPAM
2024
Monarch Partners Asset Management
Massachusetts
$160M 100
NCMW
2025
Northern Capital Management (Wisconsin)
Wisconsin
$160M 121