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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WFI
2001
West Family Investments
California
$452M -$65.7M -13% 0.55% 62.2% 101
OFM
2002
Okumus Fund Management
Cayman Islands
$452M +$86.1M +24% 19.8% 8.26% 12
CCG
2003
Cypress Capital Group
Florida
$452M +$23.6M +6% 2.44% 72.1% 215
KPAG
2004
KLS Professional Advisors Group
New York
$452M +$21.5M +5% 2.21% 38% 8
HSA
2005
Hussman Strategic Advisors
Maryland
$451M -$951K -0.2% 0.01% 35.8% 221
BSB
2006
Bangor Savings Bank
Maine
$451M +$2.22M +0.5% 2.14% 38.1% 147
AAS
2007
Annex Advisory Services
Wisconsin
$450M +$47.9M +12% 2.99% 70.2% 134
CG
2008
Caprock Group
Idaho
$450M +$24.5M +6% 3.71% 46.1% 492
HTHT
2009
Hemenway Trust Hemenway Trust
New Hampshire
$450M +$15.5M +4% 3.73% 67.1% 139
SPPAM
2010
Summit Partners Public Asset Management
Massachusetts
$450M +$90.5M +25% 7.45% 308% 96
NTC
2011
North Tide Capital
Massachusetts
$449M -$74.8M -14% 14.2% 14.8% 17
SM
2012
Sunriver Management
Connecticut
$449M +$28.3M +7% 5.91% 23% 22
KMC
2013
Kirr Marbach & Co
Indiana
$449M +$19K +0% 3.57% 117% 88
CW
2014
Cobiz Wealth
Colorado
$449M +$1.65M +0.4% 3.33% 54% 137
CCM
2015
Chicago Capital Management
Illinois
$448M +$103M +30% 12.6% 492% 66
HH
2016
HSG Holding
Hong Kong
$448M -$180M -29% 6.4% 5.32% 9
DBG
2017
De Burlo Group
Massachusetts
$448M -$12.7M -3% 8.44% 146% 118
PC
2018
Precocity Capital
Connecticut
$447M +$30.1M +7% 8.3% – 69
KSCM
2019
King Street Capital Management
New York
$447M +$50.6M +13% 1.25% 99.4% 15
WA
2020
WFM Asia
British Virgin Islands
$446M +$92.8M +26% 18.8% 72% 6
CWM
2021
Cornerstone Wealth Management
Missouri
$446M +$41.5M +10% 2.16% – 405
AR
2022
Argyll Research
Delaware
$446M -$19.5M -4% 3.38% 0.8% 5
NCM
2023
Novare Capital Management
North Carolina
$444M +$12.6M +3% 2.55% 69.1% 131
ICM
2024
Indaba Capital Management
California
$444M +$139M +46% 1.32% 23.4% 22
FBP
2025
Flippin Bruce & Porter
Virginia
$444M +$11.2M +3% 0.09% 44.4% 76
79 80
81
82 83