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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FPFS
2001
First Personal Financial Services
North Carolina
$513M +$39.1M +8% 5.68% 31.5% 1,038
GFA
2002
Gallagher Fiduciary Advisors
Illinois
$513M +$264M +106% 14.3% 76.8% 8
SAM
2003
Strategy Asset Managers
California
$512M +$23.4M +5% 5.44% 81.8% 128
BSB
2004
Bangor Savings Bank
Maine
$511M +$23.1M +5% 3.69% 38.1% 154
BCM
2005
BTR Capital Management
California
$511M +$20.6M +4% 5.83% 35.1% 155
FMT
2006
First Mercantile Trust
Tennessee
$511M -$42.1M -8% 5.73% 51.3% 849
CF
2007
Cypress Funds
California
$510M +$60.7M +13% 10.5% 202% 20
TAM
2008
Telemark Asset Management
Massachusetts
$510M +$23.7M +5% 12.7% 283% 56
FCM
2009
Freshford Capital Management
New York
$508M +$43.9M +9% 8.18% 44.2% 26
AC
2010
Aisling Capital
New York
$506M -$103M -17% 13.5% 386% 14
H
2011
HoyleCohen
California
$506M 6.83% 46.1% 154
ICM
2012
Indaba Capital Management
California
$506M -$82.8M -14% 2.63% 23.4% 27
LRPA
2013
L. Roy Papp & Associates
Arizona
$506M +$43.2M +9% 8.69% 54.4% 154
CA
2014
Callahan Advisors
Texas
$504M +$28.1M +6% 7.45% 75.1% 130
HCM
2015
Horan Capital Management
Maryland
$503M +$22.2M +5% 3.98% 69.2% 72
STCG
2016
Speece Thorson Capital Group
Minnesota
$503M +$23M +5% 7% 28.3% 40
CCA
2017
Conservest Capital Advisors
Pennsylvania
$503M -$128M -20% 5.52% 45.7% 106
GI
2018
Glovista Investments
New Jersey
$502M -$21.6M -4% 4.59% 2.48% 127
JGUA
2019
John G. Ullman & Associates
New York
$501M -$11.6M -2% 3.54% 60.4% 117
KPAG
2020
KLS Professional Advisors Group
New York
$501M +$34.1M +7% 6.1% 38% 23
LBIM
2021
Land & Buildings Investment Management
Connecticut
$500M +$93.5M +23% 7.45% 33% 17
NAP
2022
New Amsterdam Partners
New York
$500M +$21.6M +5% 7.64% 74% 130
EC
2023
Estate Counselors
Wisconsin
$500M -$2.41M -0.5% 3.55% 43.1% 67
OIM
2024
Oracle Investment Management
Connecticut
$500M -$108M -18% 4.78% 540% 22
OCM
2025
One Capital Management
California
$499M +$18.3M +4% 3.85% 47% 154