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
RIA
2001
Regal Investment Advisors
Michigan
$405M +$31.8M +9% 1,097
KHLMVGHM
2002
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$405M +$41M +11% 33
SCPM
2003
Sagard Capital Partners Management
New York
$405M +$19.9M +5% 8
NCM
2004
Novare Capital Management
North Carolina
$404M +$1.76M +0.4% 123
QT
2005
Quantbot Technologies
New York
$404M +$92.1M +30% 1,608
LHC
2006
Lodge Hill Capital
New York
$404M -$37.2M -8% 50
KCP
2007
KDI Capital Partners
North Carolina
$403M -$3.19M -0.8% 48
MB
2008
MUFG Bank
Japan
$402M +$134M +50% 2
DVI
2009
Deccan Value Investors
Connecticut
$401M +$238M +145% 7
SCA
2010
Strategic Capital Alternatives
United States
$401M +$144M +56% 289
JRM
2011
John R. Muse
$401M +$6.84M +2% 3
MA
2012
MCF Advisors
Kentucky
$401M +$38.5M +11% 440
OH
2013
Overlook Holdings
British Virgin Islands
$401M +$27.8M +7% 2
MC
2014
MSF Capital
New York
$400M -$20.9M -5% 51
CWM
2015
Calamos Wealth Management
Illinois
$400M +$51.8M +15% 284
ICRM
2016
Insight Capital Research & Management
California
$400M +$10.2M +3% 152
MRCP
2017
Manor Road Capital Partners
New York
$400M +$68M +20% 13
TF
2018
Tompkins Financial
New York
$399M -$1.62M -0.4% 555
BCM
2019
Brookmont Capital Management
Texas
$399M +$53.3M +15% 61
KGI
2020
Kopernik Global Investors
Florida
$399M +$104M +35% 24
MHIC
2021
Marble Harbor Investment Counsel
Massachusetts
$399M -$39.7M -9% 150
FPCM
2022
Financial Partners Capital Management
New York
$398M +$30.2M +8% 117
KPCM
2023
Kings Point Capital Management
New York
$398M +$28.1M +8% 395
JIC
2024
Joel Isaacson & Co
New York
$397M +$24.6M +7% 759
LSGA
2025
Lone Star Global Acquisitions
Bermuda
$395M -$3.65M -0.9% 1