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
SCM
2001
Symons Capital Management
Pennsylvania
$402M -$37.3M -8% 80
NM
2002
Newtyn Management
New York
$401M +$15.4M +4% 15
MVM
2003
McClain Value Management
Connecticut
$401M -$20.4M -5% 39
MP
2004
Mangrove Partners
Connecticut
$401M -$11.4M -3% 47
CL
2005
Choreo LLC
Illinois
$401M +$8.29M +2% 160
JC
2006
Jacobs & Co
California
$400M +$4.7M +1% 127
AW
2007
ACG Wealth
Georgia
$399M +$20.9M +6% 224
SCM
2008
SG Capital Management
Illinois
$399M +$55.3M +16% 102
BIM
2009
Bridgecreek Investment Management
Oklahoma
$398M -$26.5M -6% 113
FCPV
2010
FS Capital Partners VI
California
$398M +$100M +34% 1
TC
2011
Telemus Capital
Michigan
$398M -$15.2M -4% 141
MA
2012
MCF Advisors
Kentucky
$398M -$3.29M -0.8% 471
MTC
2013
McDaniel Terry & Co
Texas
$397M -$11.8M -3% 52
KA
2014
KLCM Advisors
Wisconsin
$396M +$36.4M +10% 133
SM
2015
Sabby Management
Florida
$396M +$39.5M +11% 254
BCM
2016
Brookmont Capital Management
Texas
$395M -$4.27M -1% 63
GIM
2017
Greylin Investment Management
Virginia
$395M -$24.8M -6% 64
RIM
2018
Ranger International Management
Illinois
$394M -$118M -23% 62
TCM
2019
TD Capital Management
Tennessee
$394M -$32.3M -8% 172
DCM
2020
Dynamic Capital Management
Jersey
$393M +$115M +41% 404
LSA
2021
L & S Advisors
California
$393M +$13.4M +4% 102
SSWM
2022
Smith Salley Wealth Management
North Carolina
$393M +$416K +0.1% 171
SGA
2023
Sector Gamma AS
Norway
$392M +$13.4M +4% 28
TFP
2024
Triple Frond Partners
California
$392M +$39.7M +11% 7
MHIC
2025
Marble Harbor Investment Counsel
Massachusetts
$391M -$7.72M -2% 134