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
RC
2001
Randolph Company
Ohio
$397M +$7.8M +2% 38
PV
2002
Private Vista
Illinois
$395M +$95.9M +32% 78
AHC
2003
Adell Harriman & Carpenter
Texas
$395M +$11.9M +3% 137
APCM
2004
Alaska Permanent Capital Management
Alaska
$394M +$7.21M +2% 24
FPCM
2005
Financial Partners Capital Management
New York
$394M +$20.1M +5% 109
CA
2006
Cornerstone Advisors
North Carolina
$394M -$10.2M -3% 248
OHCM
2007
Oak Hill Capital Management
New York
$393M -$94.2M -19% 4
AF
2008
Arrow Financial
New York
$393M +$9.82M +3% 363
BCM
2009
Bienville Capital Management
New York
$393M +$20.5M +6% 151
GPCM
2010
Greenbrier Partners Capital Management
Texas
$392M +$28M +8% 18
BCMO
2011
Buckingham Capital Management (Ohio)
Ohio
$391M +$14.6M +4% 149
LBIM
2012
Land & Buildings Investment Management
Connecticut
$391M +$206M +112% 26
FIG
2013
FundX Investment Group
California
$391M -$9.11M -2% 59
PDM
2014
Penn Davis McFarland
Texas
$390M +$14.2M +4% 42
DIP
2015
DT Investment Partners
Pennsylvania
$390M +$21.5M +6% 75
UFF
2016
USA Financial Formulas
Michigan
$390M +$25.3M +7% 329
PWM
2017
Perigon Wealth Management
California
$389M +$13.1M +3% 656
OCM
2018
Oakwood Capital Management
California
$389M +$6.4M +2% 77
IFLIT
2019
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$389M +$15.9M +4% 19
CWM
2020
Cabot Wealth Management
Massachusetts
$389M +$9.19M +2% 157
MC
2021
Muzinich & Co
New York
$389M +$170M +78% 54
HHMI
2022
Howard Hughes Medical Institute
Maryland
$388M +$90.5M +30% 186
DSI
2023
Daiwa SB Investments
Japan
$387M +$41.7M +12% 226
SAM
2024
Senzar Asset Management
New York
$387M -$72.2M -16% 49
SC
2025
Sessa Capital
New York
$387M +$78.3M +25% 37