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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DA
2001
Denali Advisors
California
$347M +$28.3M +9% 4.08% 77.9% 304
FOAM
2002
Five Oceans Asset Management
Australia
$346M +$210K +0.1% 1.68% 49
ACM
2003
Archon Capital Management
Washington
$346M +$76.6M +28% 5.68% 95% 33
CV
2004
Clarus Ventures
Massachusetts
$346M -$8.27M -2% 9.45% 73.8% 6
ADIC
2005
Abu Dhabi Investment Council
United Arab Emirates
$345M +$23.8M +7% 7.42% 4
BIM
2006
Bridgecreek Investment Management
Oklahoma
$344M +$16.5M +5% 4.25% 48.4% 108
WIC
2007
Woodmont Investment Counsel
Tennessee
$344M +$11.2M +3% 2% 52% 204
DVI
2008
Deccan Value Investors
Connecticut
$344M +$16.7M +5% 0.09% 66.5% 7
BC
2009
Balestra Capital
New York
$343M +$14.2M +4% 4.81% 22
BCM
2010
BTR Capital Management
California
$343M -$7.39M -2% 2.85% 35.1% 148
WCM
2011
Weatherstone Capital Management
Colorado
$343M -$102M -23% 1.35% 32.1% 92
AIM
2012
Arcadia Investment Management
Michigan
$343M -$79.8M -19% 1.78% 103% 117
SLCM
2013
Seven Locks Capital Management
New York
$343M +$160M +88% 3.08% 25.6% 41
FIMG
2014
Financial & Investment Management Group
Michigan
$342M +$24M +8% 4.67% 18.9% 130
CCM
2015
Coe Capital Management
Illinois
$342M +$56.1M +20% 6.32% 84.4% 290
JFGIW
2016
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$342M -$3.4M -1% 0.45% 45.9% 746
RP
2017
Regal Partners
Australia
$342M +$29.8M +10% 6.89% 86.7% 12
EMG
2018
Ellington Management Group
Connecticut
$342M +$61.3M +22% 1.89% 0.66% 935
SFS
2019
Strategic Financial Services
New York
$342M +$26.1M +8% 2.5% 42.4% 100
PA
2020
Planning Alternatives
Michigan
$342M +$13.5M +4% 1% 50.3% 46
1IA
2021
1834 Investment Advisors
Wisconsin
$341M +$777K +0.2% 1.51% 46% 161
CL
2022
Choreo LLC
Illinois
$341M 2.03% 58.4% 139
QGI
2023
Quadrangle GP Investors
New York
$339M -$61M -15% 12.7% 17.1% 5
AHC
2024
Adell Harriman & Carpenter
Texas
$339M +$16.9M +5% 0.99% 126% 136
CP
2025
Covalent Partners
Massachusetts
$339M +$37.2M +12% 2.44% 42.9% 34