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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIM
2001
CenturyLink Investment Management
Colorado
$325M -$4.01M -1% 10.5% – 291
HHGA
2002
Halbert Hargrove Global Advisors
California
$324M +$22M +7% 6.82% 48.9% 140
RCIM
2003
Russell Clark Investment Management
United Kingdom
$323M +$37.1M +13% 14.9% 171% 25
GCA
2004
Greenwood Capital Associates
South Carolina
$322M +$38.4M +14% 9.84% 60.4% 117
AHC
2005
Adell Harriman & Carpenter
Texas
$322M -$33.5M -9% 9.22% 126% 136
ADIC
2006
Abu Dhabi Investment Council
United Arab Emirates
$321M – – 5.43% – 4
MDCM
2007
Morgan Dempsey Capital Management
Wisconsin
$321M +$33.5M +12% 9.24% 23% 181
SIG
2008
Schooner Investment Group
Pennsylvania
$321M +$46.6M +17% 8.72% 23.8% 131
RRC
2009
Red Rocks Capital
Colorado
$321M +$28.3M +10% 20.2% – 12
CC
2010
Chanos & Company
New York
$320M +$34.6M +12% 10.4% – 29
SFI
2011
SPC Financial Inc
Maryland
$320M +$38.1M +14% 7.97% 52.8% 106
CAM
2012
Cubic Asset Management
Massachusetts
$319M +$11.3M +4% 8.51% 40.5% 168
MAC
2013
Monarch Alternative Capital
New York
$319M +$41.9M +15% 30.2% 107% 8
FIMG
2014
Financial & Investment Management Group
Michigan
$318M +$57.5M +22% 1.05% 18.9% 125
CTA
2015
Colonial Trust Advisors
South Carolina
$318M +$23M +8% 9.01% 72.4% 115
DA
2016
Denali Advisors
California
$318M +$28.2M +10% 10.1% 77.9% 288
FFSOTS
2017
Fiduciary Financial Services of The Southwest
Texas
$318M +$15.3M +5% 6.29% 39.8% 168
DI
2018
Dalton Investments
Nevada
$318M -$35.6M -10% 8.67% 165% 71
TCM
2019
Twele Capital Management
Minnesota
$318M +$12.3M +4% 3.01% 27.9% 67
GFM
2020
Gramercy Funds Management
Connecticut
$318M -$113M -26% 2.95% – 80
TA
2021
TRB Advisors
New York
$317M +$87.4M +38% 11.1% 76.3% 8
CCM
2022
Condor Capital Management
New Jersey
$316M +$25.5M +9% 9.43% 52.6% 169
PCA
2023
Personal Capital Advisors
California
$315M – – 6.64% 17.6% 82
SFS
2024
Strategic Financial Services
New York
$315M +$18.3M +6% 7.77% 42.4% 101
LKIM
2025
Lawson Kroeker Investment Management
Nebraska
$315M +$14.7M +5% 9.83% 61.2% 78
79 80
81
82 83