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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RIA
2001
Regal Investment Advisors
Michigan
$405M +$31.8M +9% 1.94% 50.9% 1,097
KHLMVGHM
2002
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$405M +$41M +11% 2.76% 69% 33
SCPM
2003
Sagard Capital Partners Management
New York
$405M +$19.9M +5% 4.16% 37.4% 8
NCM
2004
Novare Capital Management
North Carolina
$404M +$1.76M +0.4% 0.35% 69.1% 123
QT
2005
Quantbot Technologies
New York
$404M +$92.1M +30% 0.53% 15.5% 1,608
LHC
2006
Lodge Hill Capital
New York
$404M -$37.2M -8% 3.39% 13.8% 50
KCP
2007
KDI Capital Partners
North Carolina
$403M -$3.19M -0.8% 1.99% 77.1% 48
MB
2008
MUFG Bank
Japan
$402M +$134M +50% 0.45% 46.2% 2
DVI
2009
Deccan Value Investors
Connecticut
$401M +$238M +145% 4.77% 66.5% 7
SCA
2010
Strategic Capital Alternatives
United States
$401M +$144M +56% 2.77% 289
JRM
2011
John R. Muse
$401M +$6.84M +2% 1.98% 3
MA
2012
MCF Advisors
Kentucky
$401M +$38.5M +11% 1.58% 41.1% 440
OH
2013
Overlook Holdings
British Virgin Islands
$401M +$27.8M +7% 1.11% 2
MC
2014
MSF Capital
New York
$400M -$20.9M -5% 0.31% 51
CWM
2015
Calamos Wealth Management
Illinois
$400M +$51.8M +15% 2.16% 90.3% 284
ICRM
2016
Insight Capital Research & Management
California
$400M +$10.2M +3% 13.1% 287% 152
MRCP
2017
Manor Road Capital Partners
New York
$400M +$68M +20% 3.93% 50.2% 13
TF
2018
Tompkins Financial
New York
$399M -$1.62M -0.4% 2.1% 60.8% 555
BCM
2019
Brookmont Capital Management
Texas
$399M +$53.3M +15% 0.43% 40.7% 61
KGI
2020
Kopernik Global Investors
Florida
$399M +$104M +35% 9.84% 119% 24
MHIC
2021
Marble Harbor Investment Counsel
Massachusetts
$399M -$39.7M -9% 0.75% 62.5% 150
FPCM
2022
Financial Partners Capital Management
New York
$398M +$30.2M +8% 1.23% 34.2% 117
KPCM
2023
Kings Point Capital Management
New York
$398M +$28.1M +8% 2.95% 79.9% 395
JIC
2024
Joel Isaacson & Co
New York
$397M +$24.6M +7% 0.82% 54.7% 759
LSGA
2025
Lone Star Global Acquisitions
Bermuda
$395M -$3.65M -0.9% 27.4% 380% 1