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
HCM
2001
Heathbridge Capital Management
Ontario, Canada
$514M +$17.2M +3% 33
COI
2002
Connable Office Inc
Michigan
$514M +$24.7M +5% 186
CG
2003
Caprock Group
Idaho
$514M +$34M +7% 518
FPFS
2004
First Personal Financial Services
North Carolina
$513M +$39.1M +8% 1,038
GFA
2005
Gallagher Fiduciary Advisors
Illinois
$513M +$264M +106% 8
SAM
2006
Strategy Asset Managers
California
$512M +$23.4M +5% 128
BSB
2007
Bangor Savings Bank
Maine
$511M +$23.1M +5% 154
BCM
2008
BTR Capital Management
California
$511M +$20.6M +4% 155
FMT
2009
First Mercantile Trust
Tennessee
$511M -$42.1M -8% 849
CF
2010
Cypress Funds
California
$510M +$60.7M +13% 20
TAM
2011
Telemark Asset Management
Massachusetts
$510M +$23.7M +5% 56
FCM
2012
Freshford Capital Management
New York
$508M +$43.9M +9% 26
AC
2013
Aisling Capital
New York
$506M -$103M -17% 14
H
2014
HoyleCohen
California
$506M 154
ICM
2015
Indaba Capital Management
California
$506M -$82.8M -14% 27
LRPA
2016
L. Roy Papp & Associates
Arizona
$506M +$43.2M +9% 154
CA
2017
Callahan Advisors
Texas
$504M +$28.1M +6% 130
HCM
2018
Horan Capital Management
Maryland
$503M +$22.2M +5% 72
STCG
2019
Speece Thorson Capital Group
Minnesota
$503M +$23M +5% 40
CCA
2020
Conservest Capital Advisors
Pennsylvania
$503M -$128M -20% 106
GI
2021
Glovista Investments
New Jersey
$502M -$21.6M -4% 127
JGUA
2022
John G. Ullman & Associates
New York
$501M -$11.6M -2% 117
KPAG
2023
KLS Professional Advisors Group
New York
$501M +$34.1M +7% 23
LBIM
2024
Land & Buildings Investment Management
Connecticut
$500M +$93.5M +23% 17
NAP
2025
New Amsterdam Partners
New York
$500M +$21.6M +5% 130