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
NM
2001
Newtyn Management
New York
$401M +$15.4M +4% 15
MVM
2002
McClain Value Management
Connecticut
$401M -$20.4M -5% 39
MP
2003
Mangrove Partners
Connecticut
$401M -$11.4M -3% 47
CL
2004
Choreo LLC
Illinois
$401M +$8.29M +2% 160
JC
2005
Jacobs & Co
California
$400M +$4.7M +1% 127
AW
2006
ACG Wealth
Georgia
$399M +$20.9M +6% 224
SCM
2007
SG Capital Management
Illinois
$399M +$55.3M +16% 102
BIM
2008
Bridgecreek Investment Management
Oklahoma
$398M -$26.5M -6% 113
FCPV
2009
FS Capital Partners VI
California
$398M +$100M +34% 1
TC
2010
Telemus Capital
Michigan
$398M -$15.2M -4% 141
MA
2011
MCF Advisors
Kentucky
$398M -$3.29M -0.8% 471
MTC
2012
McDaniel Terry & Co
Texas
$397M -$11.8M -3% 52
KA
2013
KLCM Advisors
Wisconsin
$396M +$36.4M +10% 133
SM
2014
Sabby Management
Florida
$396M +$39.5M +11% 254
BCM
2015
Brookmont Capital Management
Texas
$395M -$4.27M -1% 63
GIM
2016
Greylin Investment Management
Virginia
$395M -$24.8M -6% 64
RIM
2017
Ranger International Management
Illinois
$394M -$118M -23% 62
TCM
2018
TD Capital Management
Tennessee
$394M -$32.3M -8% 172
DCM
2019
Dynamic Capital Management
Jersey
$393M +$115M +41% 404
LSA
2020
L & S Advisors
California
$393M +$13.4M +4% 102
SSWM
2021
Smith Salley Wealth Management
North Carolina
$393M +$416K +0.1% 171
SGA
2022
Sector Gamma AS
Norway
$392M +$13.4M +4% 28
TFP
2023
Triple Frond Partners
California
$392M +$39.7M +11% 7
MHIC
2024
Marble Harbor Investment Counsel
Massachusetts
$391M -$7.72M -2% 134
DWT
2025
Dorsey & Whitney Trust
South Dakota
$391M -$4.16M -1% 276