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
AAM
2001
Aureus Asset Management
Massachusetts
$292M +$13M +5% 119
RCG
2002
Rock Creek Group
District of Columbia
$292M +$15.6M +6% 20
SAAM
2003
Solus Alternative Asset Management
New Jersey
$291M +$31.1M +12% 11
CCM
2004
Condor Capital Management
New Jersey
$291M +$25.8M +10% 175
WPC
2005
White Pine Capital
Minnesota
$290M +$2.28M +0.8% 241
DA
2006
Denali Advisors
California
$290M +$21.8M +8% 244
FBP
2007
Flippin Bruce & Porter
Virginia
$290M +$10.3M +4% 91
BWM
2008
Braver Wealth Management
Massachusetts
$290M +$72.4M +33% 80
SSG
2009
Summit Securities Group
New York
$290M +$84.2M +41% 893
GW
2010
GW & Wade
Massachusetts
$289M +$12.3M +4% 82
CII
2011
Chapter IV Investors
North Carolina
$289M +$29M +11% 12
OAMA
2012
Oslo Asset Management AS
Norway
$289M -$11.3M -4% 10
WFC
2013
West Face Capital
Ontario, Canada
$289M -$155M -35% 9
HPBT
2014
High Point Bank & Trust
North Carolina
$288M -$7.61M -3% 455
JC
2015
Jacobs & Co
California
$288M +$11.6M +4% 122
MDCM
2016
Morgan Dempsey Capital Management
Wisconsin
$288M +$24.7M +9% 181
CP
2017
Covalent Partners
Massachusetts
$287M +$1.38M +0.5% 34
JWM
2018
Jacobus Wealth Management
Wisconsin
$286M +$12.8M +5% 262
BB
2019
Bell Bank
North Dakota
$286M +$854K +0.3% 194
RCIM
2020
Russell Clark Investment Management
United Kingdom
$286M +$49.9M +21% 27
HBWM
2021
Hollow Brook Wealth Management
New York
$286M +$14.4M +5% 74
CC
2022
Chanos & Company
New York
$285M -$33M -10% 26
NAM
2023
NTV Asset Management
West Virginia
$285M +$9.92M +4% 207
MPAM
2024
Monarch Partners Asset Management
Massachusetts
$284M +$124M +77% 137
AAIM
2025
American Assets Investment Management
California
$284M +$13.4M +5% 147