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
CF
2001
CNA Financial
Illinois
$372M -$2.44M -0.7% 198
AHC
2002
Adell Harriman & Carpenter
Texas
$372M -$523K -0.1% 141
MWM
2003
Mission Wealth Management
California
$371M +$16.2M +5% 172
SFM
2004
Sphera Funds Management
Israel
$371M -$183M -33% 138
DTL
2005
Dynamic Technology Lab
Singapore
$371M +$39.3M +12% 1,409
OIM
2006
Oceanic Investment Management
Isle Of Man
$371M -$176M -32% 39
HTHT
2007
Hemenway Trust Hemenway Trust
New Hampshire
$370M -$8.45M -2% 207
YIA
2008
YHB Investment Advisors
Connecticut
$370M -$70.7M -16% 166
SM
2009
Scoggin Management
New York
$370M -$26.7M -7% 58
PTC
2010
Private Trust Company
Ohio
$369M +$18.1M +5% 334
RIA
2011
Regal Investment Advisors
Michigan
$369M -$16.4M -4% 295
TI
2012
Turner Investments
Pennsylvania
$369M -$114M -24% 302
ACM
2013
Ativo Capital Management
Illinois
$369M -$30.6M -8% 212
AAIM
2014
American Assets Investment Management
California
$368M +$6.39M +2% 131
GX
2015
Greylock XIII
California
$368M -$54.6M -13% 3
CL
2016
Chubb Ltd
Switzerland
$367M 36
FBFS
2017
First Business Financial Services
Wisconsin
$367M +$32.6M +10% 80
KPF
2018
K2 Principal Fund
Ontario, Canada
$366M -$13.5M -4% 251
KLC
2019
Knowledge Leaders Capital
Colorado
$366M +$76.3M +26% 39
BCMO
2020
Buckingham Capital Management (Ohio)
Ohio
$366M +$8.79M +2% 167
ASN
2021
Advisory Services Network
Georgia
$366M +$55.2M +18% 1,921
CA
2022
Callahan Advisors
Texas
$365M +$14.2M +4% 123
BIM
2023
Barton Investment Management
Pennsylvania
$365M +$59.7M +20% 107
ECM
2024
EII Capital Management
New York
$364M -$32.5M -8% 132
AP
2025
Archon Partners
New Jersey
$363M -$7.06M -2% 59