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
EFS
2001
Essex Financial Services
Connecticut
$384M +$49.6M +15% 336
LCM
2002
Leonard Capital Management
Florida
$384M +$112M +41% 191
JFG
2003
JMG Financial Group
Illinois
$383M +$23.4M +7% 57
SSWM
2004
Sheets Smith Wealth Management
North Carolina
$383M +$15.6M +4% 290
WTB
2005
Washington Trust Bank
Washington
$383M +$64.4M +20% 915
SCM
2006
SG Capital Management
Illinois
$383M +$75.8M +25% 93
MCM
2007
Masters Capital Management
Georgia
$382M -$49.3M -11% 60
CAM
2008
Chou Associates Management
Ontario, Canada
$382M -$12.5M -3% 28
GW
2009
GW & Wade
Massachusetts
$382M +$37.8M +11% 134
BIM
2010
Bridgecreek Investment Management
Oklahoma
$382M +$9.58M +3% 112
JMFC
2011
J.M. Forbes & Co
Massachusetts
$382M -$14M -4% 97
AP
2012
Archon Partners
New Jersey
$382M +$20.8M +6% 72
JC
2013
Jacobs & Co
California
$380M +$26.3M +7% 122
CF
2014
Cypress Funds
California
$379M +$62M +20% 19
DFG
2015
Delphi Financial Group
Delaware
$379M -$17M -4% 18
TAM
2016
TPH Asset Management
Texas
$379M -$32.2M -8% 125
AAM
2017
AO Asset Management
New York
$379M 23
CC
2018
Cornerstone Capital
California
$379M +$17.8M +5% 72
CCMU
2019
Cheyne Capital Management (UK)
United Kingdom
$378M +$99.5M +36% 75
FIMG
2020
Financial & Investment Management Group
Michigan
$377M +$38.1M +11% 136
TCM
2021
Tenor Capital Management
New York
$377M +$7.88M +2% 53
Verition Fund Management
2022
Verition Fund Management
Connecticut
$376M -$156M -29% 846
GAM
2023
Griffin Asset Management
New York
$376M +$41.2M +12% 109
LIM
2024
Lagoda Investment Management
New York
$375M 47
SCGM
2025
Starwood Capital Group Management
Florida
$374M 4