Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LCM
2001
Lucas Capital Management
New Jersey
$293M -$51M -15% 6.32% 44.5% 158
RRC
2002
Red Rocks Capital
Colorado
$293M +$44.5M +18% 9.36% 10
BRWA
2003
B. Riley Wealth Advisors
Florida
$292M -$2.14M -0.7% 5.79% 798
AAM
2004
Aureus Asset Management
Massachusetts
$292M +$13M +5% 10% 88.4% 119
RCG
2005
Rock Creek Group
District of Columbia
$292M +$15.6M +6% 3.18% 40% 20
SAAM
2006
Solus Alternative Asset Management
New Jersey
$291M +$31.1M +12% 12.4% 57% 11
CCM
2007
Condor Capital Management
New Jersey
$291M +$25.8M +10% 7.59% 52.6% 175
WPC
2008
White Pine Capital
Minnesota
$290M +$2.28M +0.8% 6.31% 72.3% 241
DA
2009
Denali Advisors
California
$290M +$21.8M +8% 9.04% 77.9% 244
FBP
2010
Flippin Bruce & Porter
Virginia
$290M +$10.3M +4% 4.57% 44.4% 91
BWM
2011
Braver Wealth Management
Massachusetts
$290M +$72.4M +33% 4.74% 20.4% 80
SSG
2012
Summit Securities Group
New York
$290M +$84.2M +41% 9.21% 33.4% 893
GW
2013
GW & Wade
Massachusetts
$289M +$12.3M +4% 3.51% 32.2% 82
CII
2014
Chapter IV Investors
North Carolina
$289M +$29M +11% 5.19% 3.86% 12
OAMA
2015
Oslo Asset Management AS
Norway
$289M -$11.3M -4% 10.8% 66.9% 10
WFC
2016
West Face Capital
Ontario, Canada
$289M -$155M -35% 18.5% 10.9% 9
HPBT
2017
High Point Bank & Trust
North Carolina
$288M -$7.61M -3% 4.19% 16.6% 455
JC
2018
Jacobs & Co
California
$288M +$11.6M +4% 5.63% 71.6% 122
MDCM
2019
Morgan Dempsey Capital Management
Wisconsin
$288M +$24.7M +9% 10.7% 23% 181
CP
2020
Covalent Partners
Massachusetts
$287M +$1.38M +0.5% 7.25% 42.9% 34
JWM
2021
Jacobus Wealth Management
Wisconsin
$286M +$12.8M +5% 2.3% 17.2% 262
BB
2022
Bell Bank
North Dakota
$286M +$854K +0.3% 4.99% 50.6% 194
RCIM
2023
Russell Clark Investment Management
United Kingdom
$286M +$49.9M +21% 12.4% 171% 27
HBWM
2024
Hollow Brook Wealth Management
New York
$286M +$14.4M +5% 12.1% 83.4% 74
CC
2025
Chanos & Company
New York
$285M -$33M -10% 15% 26