Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WA
2001
Wintergreen Advisers
New Jersey
$384M -$101M -21% 7.23% 25.4% 12
IFLIT
2002
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$384M +$84.8M +28% 9.62% 45.8% 19
SIM
2003
Sonora Investment Management
Arizona
$384M +$53.2M +16% 2.98% 32.8% 1,430
MTC
2004
McDaniel Terry & Co
Texas
$384M +$24.6M +7% 5.13% 69.9% 46
ACI
2005
Alpha Cubed Investments
California
$383M +$1.57M +0.4% 7.7% 105% 198
JAM
2006
Jacobs Asset Management
New York
$383M -$5.73M -1% 5.41% 42.4% 45
HSA
2007
HBK Sorce Advisory
Pennsylvania
$383M +$74.7M +24% 4.55% 53.6% 232
PL
2008
Parthenon LLC
Kentucky
$383M +$24.1M +7% 7.88% 71.4% 108
NC
2009
Nokomis Capital
Texas
$382M +$58.9M +18% 0.9% 97% 53
FCM
2010
Ferox Capital Management
United Kingdom
$382M +$100M +36% 0% 2.07% 45
APCM
2011
Arbiter Partners Capital Management
New York
$381M +$12.5M +3% 2.21% 176% 129
RCM
2012
Ratan Capital Management
Florida
$381M -$66.6M -15% 8.17% 417% 13
KHLMVGHM
2013
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$381M -$23.7M -6% 3.39% 69% 38
SFS
2014
Strategic Financial Services
New York
$381M +$20.3M +6% 3.98% 42.4% 102
CCS
2015
Crosspoint Capital Strategies
California
$381M +$295M +345% 1.95% 1,451
AIA
2016
Arrow Investment Advisors
Maryland
$381M -$25.9M -6% 2.68% 29.9% 86
RMCP
2017
Red Mountain Capital Partners
California
$380M +$1.98M +0.5% 3.37% 37.4% 8
KPF
2018
K2 Principal Fund
Ontario, Canada
$380M -$43.2M -10% 6.85% 37.6% 228
AL
2019
Agran Libbie
California
$380M +$21.4M +6% 6.73% 27.5% 124
ZAM
2020
Zevin Asset Management
Massachusetts
$380M +$37.3M +11% 6.84% 71.3% 144
DS
2021
Dalal Street
Texas
$379M +$1.98M +0.5% 11.3% 26.3% 8
DWT
2022
Dorsey & Whitney Trust
South Dakota
$379M +$22.8M +6% 7.57% 70.3% 277
HTHT
2023
Hemenway Trust Hemenway Trust
New Hampshire
$379M +$16.9M +5% 6% 67.1% 219
LIM
2024
Lagoda Investment Management
New York
$377M +$34.6M +10% 10% 195% 33
AJ
2025
Ashburton (Jersey)
Jersey
$376M 10.2% 71