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
TCM
2001
Tekne Capital Management
New York
$409M -$1.69M -0.4% 21
WA
2002
WFG Advisors
Texas
$408M +$6.65M +2% 1,873
VIM
2003
VCU Investment Management
Virginia
$408M 6
ZIG
2004
Zuckerman Investment Group
Illinois
$408M +$31.1M +8% 60
YECIP
2005
YT Extraction Co Investment Partners
New York
$408M 1
NCM
2006
Novare Capital Management
North Carolina
$407M +$25.3M +7% 114
LBIM
2007
Land & Buildings Investment Management
Connecticut
$407M +$16.3M +4% 22
EWM
2008
Empirical Wealth Management
Washington
$407M +$24.5M +6% 130
PTC
2009
Petrus Trust Company
Texas
$407M -$31.1M -7% 262
MC
2010
MSD Capital
New York
$407M +$3.9M +1% 6
PL
2011
Parthenon LLC
Kentucky
$407M +$4.15M +1% 113
G
2012
GenTrust
Florida
$407M 82
BFS
2013
Baskin Financial Services
Ontario, Canada
$407M +$24.7M +6% 44
KPAG
2014
KLS Professional Advisors Group
New York
$406M +$4.21M +1% 6
Lido Advisors
2015
Lido Advisors
California
$405M +$78.4M +24% 241
ECM
2016
Ensemble Capital Management
California
$405M +$23.5M +6% 41
JAFL
2017
Jay A. Fishman Ltd
Michigan
$405M -$310K -0.1% 96
MG
2018
Meditor Group
Bermuda
$405M +$44M +12% 5
KPCM
2019
Kings Point Capital Management
New York
$405M +$26.2M +7% 322
OHCM
2020
Oak Hill Capital Management
New York
$405M +$11.6M +3% 5
TC
2021
Tairen Capital
Hong Kong
$404M -$20.2M -5% 35
JMH
2022
J.M. Hartwell
New York
$404M -$13.6M -3% 90
HC
2023
Hourglass Capital
Texas
$403M +$1.27M +0.3% 111
AF
2024
Arrow Financial
New York
$403M +$10.1M +3% 358
BCMO
2025
Buckingham Capital Management (Ohio)
Ohio
$403M +$11.8M +3% 147