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
RCM
2001
Ratan Capital Management
Florida
$381M -$66.6M -15% 13
KHLMVGHM
2002
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$381M -$23.7M -6% 38
SFS
2003
Strategic Financial Services
New York
$381M +$20.3M +6% 102
CCS
2004
Crosspoint Capital Strategies
California
$381M +$295M +345% 1,451
AIA
2005
Arrow Investment Advisors
Maryland
$381M -$25.9M -6% 86
RMCP
2006
Red Mountain Capital Partners
California
$380M +$1.98M +0.5% 8
KPF
2007
K2 Principal Fund
Ontario, Canada
$380M -$43.2M -10% 228
AL
2008
Agran Libbie
California
$380M +$21.4M +6% 124
ZAM
2009
Zevin Asset Management
Massachusetts
$380M +$37.3M +11% 144
DS
2010
Dalal Street
Texas
$379M +$1.98M +0.5% 8
DWT
2011
Dorsey & Whitney Trust
South Dakota
$379M +$22.8M +6% 277
HTHT
2012
Hemenway Trust Hemenway Trust
New Hampshire
$379M +$16.9M +5% 219
LIM
2013
Lagoda Investment Management
New York
$377M +$34.6M +10% 33
AJ
2014
Ashburton (Jersey)
Jersey
$376M 71
IMOV
2015
Investment Management of Virginia
Virginia
$376M -$1.8M -0.5% 160
MAM
2016
Mark Asset Management
New York
$376M +$33M +10% 63
CIM
2017
Contravisory Investment Management
Massachusetts
$376M -$49.9M -12% 247
MHIC
2018
Marble Harbor Investment Counsel
Massachusetts
$376M +$12M +3% 136
LHC
2019
Lodge Hill Capital
New York
$375M -$53.5M -12% 38
GC
2020
Globeflex Capital
California
$375M -$91.9M -20% 582
CF
2021
CNA Financial
Illinois
$374M -$28.8M -7% 196
AF
2022
Arrow Financial
New York
$374M +$22.5M +6% 537
IAA
2023
Ironsides Asset Advisors
North Carolina
$374M +$16.6M +5% 179
JMFC
2024
J.M. Forbes & Co
Massachusetts
$374M +$22.4M +6% 104
GIM
2025
Greylin Investment Management
Virginia
$372M +$12M +3% 78