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
GAM
2001
Guinness Asset Management
United Kingdom
$398M +$33.1M +9% 85
RC
2002
Randolph Company
Ohio
$397M +$7.8M +2% 38
PV
2003
Private Vista
Illinois
$395M +$95.9M +32% 78
AHC
2004
Adell Harriman & Carpenter
Texas
$395M +$11.9M +3% 137
APCM
2005
Alaska Permanent Capital Management
Alaska
$394M +$7.21M +2% 24
FPCM
2006
Financial Partners Capital Management
New York
$394M +$20.1M +5% 109
CA
2007
Cornerstone Advisors
North Carolina
$394M -$10.2M -3% 248
OHCM
2008
Oak Hill Capital Management
New York
$393M -$94.2M -19% 4
AF
2009
Arrow Financial
New York
$393M +$9.82M +3% 363
BCM
2010
Bienville Capital Management
New York
$393M +$20.5M +6% 151
GPCM
2011
Greenbrier Partners Capital Management
Texas
$392M +$28M +8% 18
BCMO
2012
Buckingham Capital Management (Ohio)
Ohio
$391M +$14.6M +4% 149
LBIM
2013
Land & Buildings Investment Management
Connecticut
$391M +$206M +112% 26
FIG
2014
FundX Investment Group
California
$391M -$9.11M -2% 59
PDM
2015
Penn Davis McFarland
Texas
$390M +$14.2M +4% 42
DIP
2016
DT Investment Partners
Pennsylvania
$390M +$21.5M +6% 75
UFF
2017
USA Financial Formulas
Michigan
$390M +$25.3M +7% 329
PWM
2018
Perigon Wealth Management
California
$389M +$13.1M +3% 656
OCM
2019
Oakwood Capital Management
California
$389M +$6.4M +2% 77
IFLIT
2020
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$389M +$15.9M +4% 19
CWM
2021
Cabot Wealth Management
Massachusetts
$389M +$9.19M +2% 157
MC
2022
Muzinich & Co
New York
$389M +$170M +78% 54
HHMI
2023
Howard Hughes Medical Institute
Maryland
$388M +$90.5M +30% 186
DSI
2024
Daiwa SB Investments
Japan
$387M +$41.7M +12% 226
SAM
2025
Senzar Asset Management
New York
$387M -$72.2M -16% 49