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
SCM
2001
SG Capital Management
Illinois
$383M +$75.8M +25% 93
MCM
2002
Masters Capital Management
Georgia
$382M -$49.3M -11% 60
CAM
2003
Chou Associates Management
Ontario, Canada
$382M -$12.5M -3% 28
GW
2004
GW & Wade
Massachusetts
$382M +$37.8M +11% 134
BIM
2005
Bridgecreek Investment Management
Oklahoma
$382M +$9.58M +3% 112
JMFC
2006
J.M. Forbes & Co
Massachusetts
$382M -$14M -4% 97
AP
2007
Archon Partners
New Jersey
$382M +$20.8M +6% 72
JC
2008
Jacobs & Co
California
$380M +$26.3M +7% 122
CF
2009
Cypress Funds
California
$379M +$62M +20% 19
DFG
2010
Delphi Financial Group
Delaware
$379M -$17M -4% 18
TAM
2011
TPH Asset Management
Texas
$379M -$32.2M -8% 125
AAM
2012
AO Asset Management
New York
$379M 23
CC
2013
Cornerstone Capital
California
$379M +$17.8M +5% 72
CCMU
2014
Cheyne Capital Management (UK)
United Kingdom
$378M +$99.5M +36% 75
FIMG
2015
Financial & Investment Management Group
Michigan
$377M +$38.1M +11% 136
TCM
2016
Tenor Capital Management
New York
$377M +$7.88M +2% 53
Verition Fund Management
2017
Verition Fund Management
Connecticut
$376M -$156M -29% 846
GAM
2018
Griffin Asset Management
New York
$376M +$41.2M +12% 109
LIM
2019
Lagoda Investment Management
New York
$375M 47
TAS
2020
TIFF Advisory Services
Pennsylvania
$374M +$61.9M +20% 5
WRM
2021
Westport Resources Management
Connecticut
$374M +$10.5M +3% 1,068
HHMI
2022
Howard Hughes Medical Institute
Maryland
$374M -$75.6M -17% 220
LG
2023
LaFleur & Godfrey
Michigan
$374M +$8.62M +2% 81
RIA
2024
Regal Investment Advisors
Michigan
$373M +$42.1M +13% 1,086
SIG
2025
Schooner Investment Group
Pennsylvania
$373M -$48.4M -11% 226