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
OU
2001
Optiver US
Illinois
$517M +$328M +174% 6
CIC
2002
Cutler Investment Counsel
Oregon
$517M +$89.1M +21% 103
GAM
2003
Goldentree Asset Management
New York
$516M +$238M +86% 33
IFAM
2004
Institutional & Family Asset Management
Colorado
$516M +$22.9M +5% 186
AA
2005
Ancient Art
Texas
$515M -$18.2M -3% 13
AIC
2006
AWM Investment Company
New York
$515M -$57.3M -10% 103
SFG
2007
Sage Financial Group
Pennsylvania
$515M +$58.5M +13% 61
SAAM
2008
Solus Alternative Asset Management
New Jersey
$514M -$57.8M -10% 16
MHIC
2009
Marble Harbor Investment Counsel
Massachusetts
$514M +$23.9M +5% 161
MC
2010
Menta Capital
California
$514M -$168M -25% 936
HCM
2011
Heathbridge Capital Management
Ontario, Canada
$514M +$17.2M +3% 33
COI
2012
Connable Office Inc
Michigan
$514M +$24.7M +5% 186
CG
2013
Caprock Group
Idaho
$514M +$34M +7% 518
FPFS
2014
First Personal Financial Services
North Carolina
$513M +$39.1M +8% 1,038
GFA
2015
Gallagher Fiduciary Advisors
Illinois
$513M +$264M +106% 8
SAM
2016
Strategy Asset Managers
California
$512M +$23.4M +5% 128
BSB
2017
Bangor Savings Bank
Maine
$511M +$23.1M +5% 154
BCM
2018
BTR Capital Management
California
$511M +$20.6M +4% 155
FMT
2019
First Mercantile Trust
Tennessee
$511M -$42.1M -8% 849
CF
2020
Cypress Funds
California
$510M +$60.7M +13% 20
TAM
2021
Telemark Asset Management
Massachusetts
$510M +$23.7M +5% 56
FCM
2022
Freshford Capital Management
New York
$508M +$43.9M +9% 26
AC
2023
Aisling Capital
New York
$506M -$103M -17% 14
H
2024
HoyleCohen
California
$506M 154
ICM
2025
Indaba Capital Management
California
$506M -$82.8M -14% 27