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
CIC
2001
Cutler Investment Counsel
Oregon
$517M +$89.1M +21% 103
GAM
2002
Goldentree Asset Management
New York
$516M +$238M +86% 33
IFAM
2003
Institutional & Family Asset Management
Colorado
$516M +$22.9M +5% 186
AA
2004
Ancient Art
Texas
$515M -$18.2M -3% 13
AIC
2005
AWM Investment Company
New York
$515M -$57.3M -10% 103
SFG
2006
Sage Financial Group
Pennsylvania
$515M +$58.5M +13% 61
SAAM
2007
Solus Alternative Asset Management
New Jersey
$514M -$57.8M -10% 16
MHIC
2008
Marble Harbor Investment Counsel
Massachusetts
$514M +$23.9M +5% 161
MC
2009
Menta Capital
California
$514M -$168M -25% 936
HCM
2010
Heathbridge Capital Management
Ontario, Canada
$514M +$17.2M +3% 33
COI
2011
Connable Office Inc
Michigan
$514M +$24.7M +5% 186
CG
2012
Caprock Group
Idaho
$514M +$34M +7% 518
FPFS
2013
First Personal Financial Services
North Carolina
$513M +$39.1M +8% 1,038
GFA
2014
Gallagher Fiduciary Advisors
Illinois
$513M +$264M +106% 8
SAM
2015
Strategy Asset Managers
California
$512M +$23.4M +5% 128
BSB
2016
Bangor Savings Bank
Maine
$511M +$23.1M +5% 154
BCM
2017
BTR Capital Management
California
$511M +$20.6M +4% 155
FMT
2018
First Mercantile Trust
Tennessee
$511M -$42.1M -8% 849
CF
2019
Cypress Funds
California
$510M +$60.7M +13% 20
TAM
2020
Telemark Asset Management
Massachusetts
$510M +$23.7M +5% 56
FCM
2021
Freshford Capital Management
New York
$508M +$43.9M +9% 26
AC
2022
Aisling Capital
New York
$506M -$103M -17% 14
H
2023
HoyleCohen
California
$506M 154
ICM
2024
Indaba Capital Management
California
$506M -$82.8M -14% 27
LRPA
2025
L. Roy Papp & Associates
Arizona
$506M +$43.2M +9% 154