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
SGA
2001
Sector Gamma AS
Norway
$369M -$22.3M -6% 26
APCM
2002
Arbiter Partners Capital Management
New York
$369M -$10.2M -3% 132
BPCM
2003
Beach Point Capital Management
California
$369M -$141M -28% 30
NM
2004
Newtyn Management
New York
$368M -$33.1M -8% 18
WCM
2005
Windward Capital Management
California
$367M -$4.81M -1% 79
TSAM
2006
Trinity Street Asset Management
United Kingdom
$366M -$172M -32% 12
MCM
2007
Makena Capital Management
California
$366M +$11.1M +3% 20
PFU
2008
Parus Finance (UK)
United Kingdom
$366M -$70.4M -16% 17
SKK
2009
Shepherd Kaplan Krochuk
Massachusetts
$366M -$152M -29% 497
EHPM
2010
Emery Howard Portfolio Management
California
$366M -$23.3M -6% 32
NIA
2011
Northstar Investment Advisors
Colorado
$365M -$21.9M -6% 110
CCM
2012
Catawba Capital Management
Virginia
$365M -$54.1M -13% 260
HCCM
2013
Herring Creek Capital Management
Connecticut
$365M -$22.1M -6% 35
DCM
2014
Dynamic Capital Management
Jersey
$365M -$28.3M -7% 474
EK
2015
Evensky & Katz
Florida
$364M -$16.6M -4% 48
Verition Fund Management
2016
Verition Fund Management
Connecticut
$364M -$93.4M -20% 886
MHIC
2017
Marble Harbor Investment Counsel
Massachusetts
$363M -$28M -7% 135
NCM
2018
Novare Capital Management
North Carolina
$363M -$42.1M -10% 131
MRCM
2019
M&R Capital Management
New Jersey
$362M -$60.7M -14% 215
SC
2020
Selz Capital
New York
$362M -$192M -35% 66
CWM
2021
Cabot Wealth Management
Massachusetts
$362M -$49.3M -12% 159
HTHT
2022
Hemenway Trust Hemenway Trust
New Hampshire
$362M -$27.6M -7% 236
RSCM
2023
Rail-Splitter Capital Management
Illinois
$362M +$15M +4% 53
SAS
2024
Stelac Advisory Services
New York
$362M -$20.8M -5% 50
BRCA
2025
Birch Run Capital Advisors
Texas
$361M -$94.5M -21% 21