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
APCM
2001
Arbiter Partners Capital Management
New York
$381M +$12.5M +3% 129
RCM
2002
Ratan Capital Management
Florida
$381M -$66.6M -15% 13
KHLMVGHM
2003
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$381M -$23.7M -6% 38
SFS
2004
Strategic Financial Services
New York
$381M +$20.3M +6% 102
CCS
2005
Crosspoint Capital Strategies
California
$381M +$295M +345% 1,451
AIA
2006
Arrow Investment Advisors
Maryland
$381M -$25.9M -6% 86
RMCP
2007
Red Mountain Capital Partners
California
$380M +$1.98M +0.5% 8
KPF
2008
K2 Principal Fund
Ontario, Canada
$380M -$43.2M -10% 228
AL
2009
Agran Libbie
California
$380M +$21.4M +6% 124
ZAM
2010
Zevin Asset Management
Massachusetts
$380M +$37.3M +11% 144
DS
2011
Dalal Street
Texas
$379M +$1.98M +0.5% 8
DWT
2012
Dorsey & Whitney Trust
South Dakota
$379M +$22.8M +6% 277
HTHT
2013
Hemenway Trust Hemenway Trust
New Hampshire
$379M +$16.9M +5% 219
LIM
2014
Lagoda Investment Management
New York
$377M +$34.6M +10% 33
AJ
2015
Ashburton (Jersey)
Jersey
$376M 71
IMOV
2016
Investment Management of Virginia
Virginia
$376M -$1.8M -0.5% 160
MAM
2017
Mark Asset Management
New York
$376M +$33M +10% 63
CIM
2018
Contravisory Investment Management
Massachusetts
$376M -$49.9M -12% 247
MHIC
2019
Marble Harbor Investment Counsel
Massachusetts
$376M +$12M +3% 136
LHC
2020
Lodge Hill Capital
New York
$375M -$53.5M -12% 38
GC
2021
Globeflex Capital
California
$375M -$91.9M -20% 582
CF
2022
CNA Financial
Illinois
$374M -$28.8M -7% 196
AF
2023
Arrow Financial
New York
$374M +$22.5M +6% 537
IAA
2024
Ironsides Asset Advisors
North Carolina
$374M +$16.6M +5% 179
JMFC
2025
J.M. Forbes & Co
Massachusetts
$374M +$22.4M +6% 104