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
TA
2001
Tiptree Advisors
New York
$332M +$82.8M +33% 28
QAM
2002
Quentec Asset Management
New York
$332M +$60.2M +22% 48
BAM
2003
Broadmark Asset Management
California
$331M +$143M +76% 3
OCM
2004
OMT Capital Management
California
$331M +$28.5M +9% 34
RCAG
2005
Rehmann Capital Advisory Group
Michigan
$331M +$21.4M +7% 322
MACM
2006
March Altus Capital Management
Connecticut
$330M 28
TAT
2007
TD Ameritrade Trust
Colorado
$330M +$31.9M +11% 46
RCI
2008
RRJ Capital II
Cayman Islands
$330M 1
SCI
2009
Seneca Capital Investments
New York
$330M +$116M +55% 51
BC
2010
Balestra Capital
New York
$329M +$18.3M +6% 20
3AM
2011
3D Asset Management
Connecticut
$328M +$20.1M +7% 40
PA
2012
Planning Alternatives
Michigan
$328M +$113M +52% 41
BIM
2013
Bridgecreek Investment Management
Oklahoma
$328M -$12.3M -4% 203
NM
2014
NWI Management
New York
$328M +$54.4M +20% 23
PL
2015
Parthenon LLC
Kentucky
$328M +$25.8M +9% 93
DVI
2016
Deccan Value Investors
Connecticut
$327M +$324K +0.1% 8
GCM
2017
Gabalex Capital Management
New York
$327M +$31.3M +11% 15
AB
2018
AT Bancorp
Iowa
$326M +$44.3M +16% 176
BHB
2019
Bank Hapoalim BM
Israel
$326M 135
CWM
2020
Calamos Wealth Management
Illinois
$326M +$20.1M +7% 244
HCM
2021
Hawkeye Capital Management
Florida
$326M -$15.8M -5% 16
EAM
2022
Eventide Asset Management
Massachusetts
$325M 94
CIM
2023
CenturyLink Investment Management
Colorado
$325M -$4.01M -1% 291
HHGA
2024
Halbert Hargrove Global Advisors
California
$324M +$22M +7% 140
RCIM
2025
Russell Clark Investment Management
United Kingdom
$323M +$37.1M +13% 25