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
BWM
2001
Braver Wealth Management
Massachusetts
$349M +$59.5M +21% 88
LOM
2002
Loeb Offshore Management
New York
$348M -$13.5M -4% 264
WHI
2003
William Harris Investors
Illinois
$347M +$12.4M +4% 94
DA
2004
Denali Advisors
California
$347M +$28.3M +9% 304
FOAM
2005
Five Oceans Asset Management
Australia
$346M +$210K +0.1% 49
ACM
2006
Archon Capital Management
Washington
$346M +$76.6M +28% 33
CV
2007
Clarus Ventures
Massachusetts
$346M -$8.27M -2% 6
ADIC
2008
Abu Dhabi Investment Council
United Arab Emirates
$345M +$23.8M +7% 4
BIM
2009
Bridgecreek Investment Management
Oklahoma
$344M +$16.5M +5% 108
WIC
2010
Woodmont Investment Counsel
Tennessee
$344M +$11.2M +3% 204
DVI
2011
Deccan Value Investors
Connecticut
$344M +$16.7M +5% 7
BC
2012
Balestra Capital
New York
$343M +$14.2M +4% 22
BCM
2013
BTR Capital Management
California
$343M -$7.39M -2% 148
WCM
2014
Weatherstone Capital Management
Colorado
$343M -$102M -23% 92
AIM
2015
Arcadia Investment Management
Michigan
$343M -$79.8M -19% 117
SLCM
2016
Seven Locks Capital Management
New York
$343M +$160M +88% 41
FIMG
2017
Financial & Investment Management Group
Michigan
$342M +$24M +8% 130
CCM
2018
Coe Capital Management
Illinois
$342M +$56.1M +20% 290
JFGIW
2019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$342M -$3.4M -1% 746
RP
2020
Regal Partners
Australia
$342M +$29.8M +10% 12
EMG
2021
Ellington Management Group
Connecticut
$342M +$61.3M +22% 935
SFS
2022
Strategic Financial Services
New York
$342M +$26.1M +8% 100
PA
2023
Planning Alternatives
Michigan
$342M +$13.5M +4% 46
1IA
2024
1834 Investment Advisors
Wisconsin
$341M +$777K +0.2% 161
QGI
2025
Quadrangle GP Investors
New York
$339M -$61M -15% 5