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
FPFS
2001
First Personal Financial Services
North Carolina
$456M +$39.7M +10% 911
GI
2002
Glovista Investments
New Jersey
$456M +$10.5M +2% 133
RCM
2003
Raging Capital Management
New Jersey
$454M -$177M -28% 49
WFI
2004
West Family Investments
California
$452M -$65.7M -13% 101
OFM
2005
Okumus Fund Management
Cayman Islands
$452M +$86.1M +24% 12
CCG
2006
Cypress Capital Group
Florida
$452M +$23.6M +6% 215
KPAG
2007
KLS Professional Advisors Group
New York
$452M +$21.5M +5% 8
HSA
2008
Hussman Strategic Advisors
Maryland
$451M -$951K -0.2% 221
BSB
2009
Bangor Savings Bank
Maine
$451M +$2.22M +0.5% 147
AAS
2010
Annex Advisory Services
Wisconsin
$450M +$47.9M +12% 134
CG
2011
Caprock Group
Idaho
$450M +$24.5M +6% 492
HTHT
2012
Hemenway Trust Hemenway Trust
New Hampshire
$450M +$15.5M +4% 139
SPPAM
2013
Summit Partners Public Asset Management
Massachusetts
$450M +$90.5M +25% 96
NTC
2014
North Tide Capital
Massachusetts
$449M -$74.8M -14% 17
SM
2015
Sunriver Management
Connecticut
$449M +$28.3M +7% 22
KMC
2016
Kirr Marbach & Co
Indiana
$449M +$19K +0% 88
CW
2017
Cobiz Wealth
Colorado
$449M +$1.65M +0.4% 137
CCM
2018
Chicago Capital Management
Illinois
$448M +$103M +30% 66
HH
2019
HSG Holding
Hong Kong
$448M -$180M -29% 9
DBG
2020
De Burlo Group
Massachusetts
$448M -$12.7M -3% 118
PC
2021
Precocity Capital
Connecticut
$447M +$30.1M +7% 69
KSCM
2022
King Street Capital Management
New York
$447M +$50.6M +13% 15
WA
2023
WFM Asia
British Virgin Islands
$446M +$92.8M +26% 6
CWM
2024
Cornerstone Wealth Management
Missouri
$446M +$41.5M +10% 405
AR
2025
Argyll Research
Delaware
$446M -$19.5M -4% 5