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
WCM
2001
Windham Capital Management
Massachusetts
$457M -$4.98M -1% 29
ECM
2002
Ensemble Capital Management
California
$457M +$27.8M +6% 43
GWI
2003
Grace & White Inc
New York
$457M -$4.9M -1% 145
HCM
2004
Horan Capital Management
Maryland
$457M +$18.2M +4% 86
COI
2005
Connable Office Inc
Michigan
$457M +$13.2M +3% 198
MGM
2006
Miura Global Management
New York
$456M -$68.4M -13% 23
FPFS
2007
First Personal Financial Services
North Carolina
$456M +$39.7M +10% 911
GI
2008
Glovista Investments
New Jersey
$456M +$10.5M +2% 133
RCM
2009
Raging Capital Management
New Jersey
$454M -$177M -28% 49
WFI
2010
West Family Investments
California
$452M -$65.7M -13% 101
OFM
2011
Okumus Fund Management
Cayman Islands
$452M +$86.1M +24% 12
CCG
2012
Cypress Capital Group
Florida
$452M +$23.6M +6% 215
KPAG
2013
KLS Professional Advisors Group
New York
$452M +$21.5M +5% 8
HSA
2014
Hussman Strategic Advisors
Maryland
$451M -$951K -0.2% 221
BSB
2015
Bangor Savings Bank
Maine
$451M +$2.22M +0.5% 147
AAS
2016
Annex Advisory Services
Wisconsin
$450M +$47.9M +12% 134
CG
2017
Caprock Group
Idaho
$450M +$24.5M +6% 492
HTHT
2018
Hemenway Trust Hemenway Trust
New Hampshire
$450M +$15.5M +4% 139
SPPAM
2019
Summit Partners Public Asset Management
Massachusetts
$450M +$90.5M +25% 96
NTC
2020
North Tide Capital
Massachusetts
$449M -$74.8M -14% 17
SM
2021
Sunriver Management
Connecticut
$449M +$28.3M +7% 22
KMC
2022
Kirr Marbach & Co
Indiana
$449M +$19K +0% 89
CW
2023
Cobiz Wealth
Colorado
$449M +$1.65M +0.4% 137
CCM
2024
Chicago Capital Management
Illinois
$448M +$103M +30% 66
HH
2025
HSG Holding
Hong Kong
$448M -$180M -29% 9