Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OHCM
2001
Oak Hill Capital Management
New York
$393M -$94.2M -19% 9.11% 1.19% 4
AF
2002
Arrow Financial
New York
$393M +$9.83M +3% 5.22% 52.9% 363
BCM
2003
Bienville Capital Management
New York
$393M +$20.5M +6% 5.53% 59.9% 151
GPCM
2004
Greenbrier Partners Capital Management
Texas
$392M +$28M +8% 6.59% 125% 18
BCMO
2005
Buckingham Capital Management (Ohio)
Ohio
$391M +$14.6M +4% 2.63% 26.3% 149
LBIM
2006
Land & Buildings Investment Management
Connecticut
$391M +$206M +112% 6.12% 33% 26
FIG
2007
FundX Investment Group
California
$391M -$9.11M -2% 2.57% 94.6% 59
PDM
2008
Penn Davis McFarland
Texas
$390M +$14.2M +4% 6.97% 63.6% 42
DIP
2009
DT Investment Partners
Pennsylvania
$390M +$21.5M +6% 2.3% 47.1% 75
UFF
2010
USA Financial Formulas
Michigan
$390M +$25.3M +7% 7.68% 329
PWM
2011
Perigon Wealth Management
California
$389M +$13.1M +3% 4.22% 82.8% 656
OCM
2012
Oakwood Capital Management
California
$389M +$6.4M +2% 1.69% 72.5% 77
IFLIT
2013
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$389M +$15.9M +4% 7.34% 45.8% 19
CWM
2014
Cabot Wealth Management
Massachusetts
$389M +$9.19M +2% 5.02% 70.4% 157
MC
2015
Muzinich & Co
New York
$389M +$170M +78% 5.92% 10.7% 54
HHMI
2016
Howard Hughes Medical Institute
Maryland
$388M +$90.5M +30% 7.54% 72.5% 186
DSI
2017
Daiwa SB Investments
Japan
$387M +$41.7M +12% 3.7% 60.6% 226
SAM
2018
Senzar Asset Management
New York
$387M -$72.2M -16% 9.24% 0.75% 49
SC
2019
Sessa Capital
New York
$387M +$78.3M +25% 33.6% 62.2% 37
EA
2020
Ecofin Advisors
United Kingdom
$386M -$124M -24% 5.69% 76.6% 39
SCGM
2021
Starwood Capital Group Management
Florida
$384M +$33.1M +9% 11.1% 26.6% 5
AAS
2022
Annex Advisory Services
Wisconsin
$384M +$15.3M +4% 3.57% 70.2% 119
RP
2023
Regal Partners
Australia
$384M +$38.9M +11% 4.49% 86.7% 11
LPC
2024
Lion Point Capital
New York
$383M +$92.9M +32% 6.61% 52.3% 15
CLC
2025
Charles-Lim Capital
Hong Kong
$383M +$108M +39% 17.7% 10.4% 6