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
SLI
2001
Symetra Life Insurance
Washington
$374M +$5.41M +1% 3
GC
2002
Globeflex Capital
California
$374M -$1.66M -0.4% 553
ZIG
2003
Zuckerman Investment Group
Illinois
$373M -$50.5M -12% 48
CF
2004
CNA Financial
Illinois
$372M -$2.44M -0.7% 198
AHC
2005
Adell Harriman & Carpenter
Texas
$372M -$523K -0.1% 141
MWM
2006
Mission Wealth Management
California
$371M +$16.2M +5% 172
SFM
2007
Sphera Funds Management
Israel
$371M -$183M -33% 138
DTL
2008
Dynamic Technology Lab
Singapore
$371M +$39.3M +12% 1,409
OIM
2009
Oceanic Investment Management
Isle Of Man
$371M -$176M -32% 39
HTHT
2010
Hemenway Trust Hemenway Trust
New Hampshire
$370M -$8.45M -2% 207
YIA
2011
YHB Investment Advisors
Connecticut
$370M -$70.7M -16% 166
SM
2012
Scoggin Management
New York
$370M -$26.7M -7% 58
PTC
2013
Private Trust Company
Ohio
$369M +$18.1M +5% 334
RIA
2014
Regal Investment Advisors
Michigan
$369M -$16.4M -4% 295
TI
2015
Turner Investments
Pennsylvania
$369M -$114M -24% 302
ACM
2016
Ativo Capital Management
Illinois
$369M -$30.6M -8% 212
AAIM
2017
American Assets Investment Management
California
$368M +$6.39M +2% 131
GX
2018
Greylock XIII
California
$368M -$54.6M -13% 3
CL
2019
Chubb Ltd
Switzerland
$367M 36
FBFS
2020
First Business Financial Services
Wisconsin
$367M +$32.6M +10% 80
KPF
2021
K2 Principal Fund
Ontario, Canada
$366M -$13.5M -4% 251
KLC
2022
Knowledge Leaders Capital
Colorado
$366M +$76.3M +26% 39
BCMO
2023
Buckingham Capital Management (Ohio)
Ohio
$366M +$8.79M +2% 167
ASN
2024
Advisory Services Network
Georgia
$366M +$55.2M +18% 1,921
CA
2025
Callahan Advisors
Texas
$365M +$14.2M +4% 123