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
FCG
2001
FrontFour Capital Group
Connecticut
$370M +$12.5M +4% 55
AF
2002
Arrow Financial
New York
$370M +$17.7M +5% 371
TCOTO
2003
Trust Company of the Ozarks
Missouri
$370M +$15.2M +4% 175
PFS
2004
Prospera Financial Services
Texas
$370M +$53M +17% 298
1IA
2005
1834 Investment Advisors
Wisconsin
$369M +$28.1M +8% 172
MCAI
2006
Meritech Capital Associates III
California
$368M -$34.3M -9% 7
DIGDR
2007
Dynamo Internacional Gestao de Recursos
Brazil
$368M +$101M +38% 11
ECP
2008
Elk Creek Partners
Colorado
$368M +$135M +58% 110
BCM
2009
Beddow Capital Management
Wyoming
$367M +$3.75M +1% 48
TP
2010
TB Partners
China
$367M -$31.2M -8% 3
WRM
2011
Westport Resources Management
Connecticut
$367M +$11.8M +3% 1,157
SMI
2012
Shelter Mutual Insurance
Missouri
$366M +$1.9M +0.5% 50
TAM
2013
Telemark Asset Management
Massachusetts
$366M -$30.9M -8% 62
DA
2014
Denali Advisors
California
$365M +$18.2M +5% 308
CAM
2015
Chou Associates Management
Ontario, Canada
$365M +$2.98M +0.8% 25
BCM
2016
BTR Capital Management
California
$364M +$21.3M +6% 141
DVI
2017
Deccan Value Investors
Connecticut
$364M +$19.9M +6% 7
AHC
2018
Adell Harriman & Carpenter
Texas
$364M +$24.9M +7% 138
GC
2019
Grace Capital
Massachusetts
$364M +$268M +281% 98
OIM
2020
Oceanic Investment Management
Isle Of Man
$363M +$89.7M +33% 24
JEW
2021
Jamison Eaton & Wood
New Jersey
$363M +$2.68M +0.7% 114
MCM
2022
Masters Capital Management
Georgia
$363M +$111M +44% 62
USGIU
2023
U.S. Global Investors (USGI)
Texas
$363M +$2.93M +0.8% 422
RRC
2024
Red Rocks Capital
Colorado
$363M +$24.5M +7% 8
TCM
2025
Tamarack Capital Management
California
$362M +$66.9M +23% 33