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
OHCM
2001
Oak Hill Capital Management
New York
$393M -$94.2M -19% 4
AF
2002
Arrow Financial
New York
$393M +$9.82M +3% 363
BCM
2003
Bienville Capital Management
New York
$393M +$20.5M +6% 151
GPCM
2004
Greenbrier Partners Capital Management
Texas
$392M +$28M +8% 18
BCMO
2005
Buckingham Capital Management (Ohio)
Ohio
$391M +$14.6M +4% 149
LBIM
2006
Land & Buildings Investment Management
Connecticut
$391M +$206M +112% 26
FIG
2007
FundX Investment Group
California
$391M -$9.11M -2% 59
PDM
2008
Penn Davis McFarland
Texas
$390M +$14.2M +4% 42
DIP
2009
DT Investment Partners
Pennsylvania
$390M +$21.5M +6% 75
UFF
2010
USA Financial Formulas
Michigan
$390M +$25.3M +7% 329
PWM
2011
Perigon Wealth Management
California
$389M +$13.1M +3% 656
OCM
2012
Oakwood Capital Management
California
$389M +$6.4M +2% 77
IFLIT
2013
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$389M +$15.9M +4% 19
CWM
2014
Cabot Wealth Management
Massachusetts
$389M +$9.19M +2% 157
MC
2015
Muzinich & Co
New York
$389M +$170M +78% 54
HHMI
2016
Howard Hughes Medical Institute
Maryland
$388M +$90.5M +30% 186
DSI
2017
Daiwa SB Investments
Japan
$387M +$41.7M +12% 226
SAM
2018
Senzar Asset Management
New York
$387M -$72.2M -16% 49
SC
2019
Sessa Capital
New York
$387M +$78.3M +25% 37
EA
2020
Ecofin Advisors
United Kingdom
$386M -$124M -24% 39
SCGM
2021
Starwood Capital Group Management
Florida
$384M +$33.1M +9% 5
AAS
2022
Annex Advisory Services
Wisconsin
$384M +$15.3M +4% 119
RP
2023
Regal Partners
Australia
$384M +$38.9M +11% 11
LPC
2024
Lion Point Capital
New York
$383M +$92.9M +32% 15
CLC
2025
Charles-Lim Capital
Hong Kong
$383M +$108M +39% 6