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
JC
2001
Jacobs & Co
California
$386M +$9.5M +3% 131
RIA
2002
Regal Investment Advisors
Michigan
$386M +$287K +0.1% 1,120
HC
2003
Hourglass Capital
Texas
$386M -$72.4M -16% 118
WFI
2004
West Family Investments
California
$385M -$90.2M -19% 114
WA
2005
Wintergreen Advisers
New Jersey
$384M -$101M -21% 12
IFLIT
2006
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$384M +$84.8M +28% 19
SIM
2007
Sonora Investment Management
Arizona
$384M +$53.2M +16% 1,430
MTC
2008
McDaniel Terry & Co
Texas
$384M +$24.6M +7% 46
ACI
2009
Alpha Cubed Investments
California
$383M +$1.57M +0.4% 198
JAM
2010
Jacobs Asset Management
New York
$383M -$5.73M -1% 45
HSA
2011
HBK Sorce Advisory
Pennsylvania
$383M +$74.7M +24% 232
PL
2012
Parthenon LLC
Kentucky
$383M +$24.1M +7% 108
NC
2013
Nokomis Capital
Texas
$382M +$58.9M +18% 53
FCM
2014
Ferox Capital Management
United Kingdom
$382M +$100M +36% 45
APCM
2015
Arbiter Partners Capital Management
New York
$381M +$12.5M +3% 129
RCM
2016
Ratan Capital Management
Florida
$381M -$66.6M -15% 13
KHLMVGHM
2017
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$381M -$23.7M -6% 38
SFS
2018
Strategic Financial Services
New York
$381M +$20.3M +6% 102
CCS
2019
Crosspoint Capital Strategies
California
$381M +$295M +345% 1,451
AIA
2020
Arrow Investment Advisors
Maryland
$381M -$25.9M -6% 86
RMCP
2021
Red Mountain Capital Partners
California
$380M +$1.98M +0.5% 8
KPF
2022
K2 Principal Fund
Ontario, Canada
$380M -$43.2M -10% 228
AL
2023
Agran Libbie
California
$380M +$21.4M +6% 124
ZAM
2024
Zevin Asset Management
Massachusetts
$380M +$37.3M +11% 144
DS
2025
Dalal Street
Texas
$379M +$1.98M +0.5% 8