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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AF
2001
Arrow Financial
New York
$370M +$17.7M +5% 3.68% 52.9% 371
TCOTO
2002
Trust Company of the Ozarks
Missouri
$370M +$15.2M +4% 5.25% 175
PFS
2003
Prospera Financial Services
Texas
$370M +$53M +17% 5.15% 69.4% 298
1IA
2004
1834 Investment Advisors
Wisconsin
$369M +$28.1M +8% 5.06% 46% 172
MCAI
2005
Meritech Capital Associates III
California
$368M -$34.3M -9% 0.68% 137% 7
DIGDR
2006
Dynamo Internacional Gestao de Recursos
Brazil
$368M +$101M +38% 7.54% 199% 11
ECP
2007
Elk Creek Partners
Colorado
$368M +$135M +58% 0.86% 16.5% 110
BCM
2008
Beddow Capital Management
Wyoming
$367M +$3.76M +1% 3.49% 53.8% 48
TP
2009
TB Partners
China
$367M -$31.2M -8% 7.8% 3
WRM
2010
Westport Resources Management
Connecticut
$367M +$11.8M +3% 5.02% 30.6% 1,157
SMI
2011
Shelter Mutual Insurance
Missouri
$366M +$1.9M +0.5% 4.54% 51.7% 50
TAM
2012
Telemark Asset Management
Massachusetts
$366M -$30.9M -8% 6.81% 283% 62
DA
2013
Denali Advisors
California
$365M +$18.2M +5% 5.43% 77.9% 308
CAM
2014
Chou Associates Management
Ontario, Canada
$365M +$2.98M +0.8% 2.46% 92% 25
BCM
2015
BTR Capital Management
California
$364M +$21.3M +6% 3.98% 35.1% 141
DVI
2016
Deccan Value Investors
Connecticut
$364M +$19.9M +6% 1.09% 66.5% 7
AHC
2017
Adell Harriman & Carpenter
Texas
$364M +$24.9M +7% 7.29% 126% 138
GC
2018
Grace Capital
Massachusetts
$364M +$268M +281% 7.05% 127% 98
OIM
2019
Oceanic Investment Management
Isle Of Man
$363M +$89.7M +33% 6.71% 46.5% 24
JEW
2020
Jamison Eaton & Wood
New Jersey
$363M +$2.68M +0.7% 5.89% 114
MCM
2021
Masters Capital Management
Georgia
$363M +$111M +44% 1.46% 20% 62
USGIU
2022
U.S. Global Investors (USGI)
Texas
$363M +$2.93M +0.8% 14% 67.7% 422
RRC
2023
Red Rocks Capital
Colorado
$363M +$24.5M +7% 0.09% 8
TCM
2024
Tamarack Capital Management
California
$362M +$66.9M +23% 0.8% 33
SFS
2025
Strategic Financial Services
New York
$361M +$19.6M +6% 4.78% 42.4% 102