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
TC
2001
Travelers Companies
Minnesota
$405M -$19.9M -5% 32
RIA
2002
Regal Investment Advisors
Michigan
$405M +$31.8M +9% 1,097
KHLMVGHM
2003
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$405M +$41M +11% 33
SCPM
2004
Sagard Capital Partners Management
New York
$405M +$19.9M +5% 8
NCM
2005
Novare Capital Management
North Carolina
$404M +$1.76M +0.4% 123
QT
2006
Quantbot Technologies
New York
$404M +$92.1M +30% 1,608
LHC
2007
Lodge Hill Capital
New York
$404M -$37.2M -8% 50
KCP
2008
KDI Capital Partners
North Carolina
$403M -$3.19M -0.8% 48
MB
2009
MUFG Bank
Japan
$402M +$134M +50% 2
DVI
2010
Deccan Value Investors
Connecticut
$401M +$238M +145% 7
SCA
2011
Strategic Capital Alternatives
United States
$401M +$144M +56% 289
JRM
2012
John R. Muse
$401M +$6.84M +2% 3
MA
2013
MCF Advisors
Kentucky
$401M +$38.5M +11% 440
OH
2014
Overlook Holdings
British Virgin Islands
$401M +$27.8M +7% 2
MC
2015
MSF Capital
New York
$400M -$20.9M -5% 51
CWM
2016
Calamos Wealth Management
Illinois
$400M +$51.8M +15% 284
ICRM
2017
Insight Capital Research & Management
California
$400M +$10.2M +3% 152
MRCP
2018
Manor Road Capital Partners
New York
$400M +$68M +20% 13
TF
2019
Tompkins Financial
New York
$399M -$1.62M -0.4% 555
BCM
2020
Brookmont Capital Management
Texas
$399M +$53.3M +15% 61
KGI
2021
Kopernik Global Investors
Florida
$399M +$104M +35% 24
MHIC
2022
Marble Harbor Investment Counsel
Massachusetts
$399M -$39.7M -9% 150
FPCM
2023
Financial Partners Capital Management
New York
$398M +$30.2M +8% 117
KPCM
2024
Kings Point Capital Management
New York
$398M +$28.1M +8% 395
JIC
2025
Joel Isaacson & Co
New York
$397M +$24.6M +7% 759