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
LCM
2001
Leonard Capital Management
Florida
$384M +$112M +41% 191
JFG
2002
JMG Financial Group
Illinois
$383M +$23.4M +7% 57
SSWM
2003
Sheets Smith Wealth Management
North Carolina
$383M +$15.6M +4% 290
WTB
2004
Washington Trust Bank
Washington
$383M +$64.4M +20% 915
SCM
2005
SG Capital Management
Illinois
$383M +$75.8M +25% 93
MCM
2006
Masters Capital Management
Georgia
$382M -$49.3M -11% 60
CAM
2007
Chou Associates Management
Ontario, Canada
$382M -$12.5M -3% 28
GW
2008
GW & Wade
Massachusetts
$382M +$37.8M +11% 134
BIM
2009
Bridgecreek Investment Management
Oklahoma
$382M +$9.58M +3% 112
JMFC
2010
J.M. Forbes & Co
Massachusetts
$382M -$14M -4% 97
AP
2011
Archon Partners
New Jersey
$382M +$20.8M +6% 72
JC
2012
Jacobs & Co
California
$380M +$26.3M +7% 122
CF
2013
Cypress Funds
California
$379M +$62M +20% 19
DFG
2014
Delphi Financial Group
Delaware
$379M -$17M -4% 18
TAM
2015
TPH Asset Management
Texas
$379M -$32.2M -8% 125
AAM
2016
AO Asset Management
New York
$379M 23
CC
2017
Cornerstone Capital
California
$379M +$17.8M +5% 72
CCMU
2018
Cheyne Capital Management (UK)
United Kingdom
$378M +$99.5M +36% 75
FIMG
2019
Financial & Investment Management Group
Michigan
$377M +$38.1M +11% 136
TCM
2020
Tenor Capital Management
New York
$377M +$7.88M +2% 53
Verition Fund Management
2021
Verition Fund Management
Connecticut
$376M -$156M -29% 846
GAM
2022
Griffin Asset Management
New York
$376M +$41.2M +12% 109
LIM
2023
Lagoda Investment Management
New York
$375M 47
SCGM
2024
Starwood Capital Group Management
Florida
$374M 4
TAS
2025
TIFF Advisory Services
Pennsylvania
$374M +$61.9M +20% 5