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
EAM
2001
Eventide Asset Management
Massachusetts
$325M 94
CIM
2002
CenturyLink Investment Management
Colorado
$325M -$4.01M -1% 291
HHGA
2003
Halbert Hargrove Global Advisors
California
$324M +$22M +7% 140
RCIM
2004
Russell Clark Investment Management
United Kingdom
$323M +$37.1M +13% 25
GCA
2005
Greenwood Capital Associates
South Carolina
$322M +$38.4M +14% 117
AHC
2006
Adell Harriman & Carpenter
Texas
$322M -$33.5M -9% 136
ADIC
2007
Abu Dhabi Investment Council
United Arab Emirates
$321M 4
MDCM
2008
Morgan Dempsey Capital Management
Wisconsin
$321M +$33.5M +12% 181
SIG
2009
Schooner Investment Group
Pennsylvania
$321M +$46.6M +17% 131
RRC
2010
Red Rocks Capital
Colorado
$321M +$28.3M +10% 12
CC
2011
Chanos & Company
New York
$320M +$34.6M +12% 29
SFI
2012
SPC Financial Inc
Maryland
$320M +$38.1M +14% 106
CAM
2013
Cubic Asset Management
Massachusetts
$319M +$11.3M +4% 168
MAC
2014
Monarch Alternative Capital
New York
$319M +$41.9M +15% 8
FIMG
2015
Financial & Investment Management Group
Michigan
$318M +$57.5M +22% 125
CTA
2016
Colonial Trust Advisors
South Carolina
$318M +$23M +8% 115
DA
2017
Denali Advisors
California
$318M +$28.2M +10% 288
FFSOTS
2018
Fiduciary Financial Services of The Southwest
Texas
$318M +$15.3M +5% 168
DI
2019
Dalton Investments
Nevada
$318M -$35.6M -10% 71
TCM
2020
Twele Capital Management
Minnesota
$318M +$12.3M +4% 67
GFM
2021
Gramercy Funds Management
Connecticut
$318M -$113M -26% 80
TA
2022
TRB Advisors
New York
$317M +$87.4M +38% 8
CCM
2023
Condor Capital Management
New Jersey
$316M +$25.5M +9% 169
PCA
2024
Personal Capital Advisors
California
$315M 82
SFS
2025
Strategic Financial Services
New York
$315M +$18.3M +6% 101