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
Alaska Permanent Capital Management
Alaska
$394M +$7.21M +2% 24
FPCM
2002
Financial Partners Capital Management
New York
$394M +$20.1M +5% 109
CA
2003
Cornerstone Advisors
North Carolina
$394M -$10.2M -3% 248
OHCM
2004
Oak Hill Capital Management
New York
$393M -$94.2M -19% 4
AF
2005
Arrow Financial
New York
$393M +$9.82M +3% 363
BCM
2006
Bienville Capital Management
New York
$393M +$20.5M +6% 151
GPCM
2007
Greenbrier Partners Capital Management
Texas
$392M +$28M +8% 18
BCMO
2008
Buckingham Capital Management (Ohio)
Ohio
$391M +$14.6M +4% 149
LBIM
2009
Land & Buildings Investment Management
Connecticut
$391M +$206M +112% 26
FIG
2010
FundX Investment Group
California
$391M -$9.11M -2% 59
PDM
2011
Penn Davis McFarland
Texas
$390M +$14.2M +4% 42
DIP
2012
DT Investment Partners
Pennsylvania
$390M +$21.5M +6% 75
UFF
2013
USA Financial Formulas
Michigan
$390M +$25.3M +7% 329
PWM
2014
Perigon Wealth Management
California
$389M +$13.1M +3% 656
OCM
2015
Oakwood Capital Management
California
$389M +$6.4M +2% 77
IFLIT
2016
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$389M +$15.9M +4% 19
CWM
2017
Cabot Wealth Management
Massachusetts
$389M +$9.19M +2% 157
MC
2018
Muzinich & Co
New York
$389M +$170M +78% 54
HHMI
2019
Howard Hughes Medical Institute
Maryland
$388M +$90.5M +30% 186
DSI
2020
Daiwa SB Investments
Japan
$387M +$41.7M +12% 226
SAM
2021
Senzar Asset Management
New York
$387M -$72.2M -16% 49
SC
2022
Sessa Capital
New York
$387M +$78.3M +25% 37
EA
2023
Ecofin Advisors
United Kingdom
$386M -$124M -24% 39
SCGM
2024
Starwood Capital Group Management
Florida
$384M +$33.1M +9% 5
AAS
2025
Annex Advisory Services
Wisconsin
$384M +$15.3M +4% 119