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
MFG
2001
Merit Financial Group
Georgia
$509M +$39.2M +8% 125
COI
2002
Connable Office Inc
Michigan
$509M -$5.18M -1% 183
MA
2003
MCF Advisors
Kentucky
$509M -$30.8M -6% 526
KRSITF
2004
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$507M -$92.2M -15% 472
TCM
2005
Tufton Capital Management
Maryland
$507M -$12.3M -2% 132
TC
2006
Tyvor Capital
Illinois
$506M +$188M +59% 57
BSB
2007
Bangor Savings Bank
Maine
$506M -$5.04M -1% 166
EWM
2008
Empirical Wealth Management
Washington
$506M +$39.7M +9% 176
BJ
2009
Brouwer & Janachowski
California
$506M -$26.9M -5% 57
MHIC
2010
Marble Harbor Investment Counsel
Massachusetts
$506M -$8.63M -2% 161
CHA
2011
Cedar Hill Associates
Illinois
$504M -$71M -12% 158
SC
2012
Stralem & Co
New York
$503M -$85.2M -14% 49
FFIC
2013
First Fiduciary Investment Counsel
Ohio
$503M -$46.1M -8% 50
SI
2014
Standard Investments
New York
$503M +$142M +39% 8
RCYC
2015
Richard C. Young & Co
Rhode Island
$503M -$28.2M -5% 63
I
2016
IberiaBank
Louisiana
$502M -$138M -22% 258
MGM
2017
Miura Global Management
New York
$502M +$157M +46% 24
RCIM
2018
Russell Clark Investment Management
United Kingdom
$501M +$26.3M +6% 79
DAM
2019
Deltec Asset Management
New York
$501M +$9.47M +2% 213
AA
2020
Ancient Art
Texas
$500M -$15.2M -3% 16
FPC
2021
Falcon Point Capital
California
$500M -$92.9M -16% 132
BCM
2022
BTR Capital Management
California
$500M -$10.9M -2% 153
AAM
2023
Auxier Asset Management
Oregon
$499M -$21.7M -4% 153
BAM
2024
Bell Asset Management
Australia
$499M +$81M +19% 67
BAWC
2025
Black-and-white Capital
California
$499M +$91.1M +22% 34