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
TCM
2001
Tufton Capital Management
Maryland
$507M -$12.3M -2% 132
TC
2002
Tyvor Capital
Illinois
$506M +$188M +59% 57
BSB
2003
Bangor Savings Bank
Maine
$506M -$5.04M -1% 166
EWM
2004
Empirical Wealth Management
Washington
$506M +$39.7M +9% 176
BJ
2005
Brouwer & Janachowski
California
$506M -$26.9M -5% 57
MHIC
2006
Marble Harbor Investment Counsel
Massachusetts
$506M -$8.63M -2% 161
CHA
2007
Cedar Hill Associates
Illinois
$504M -$71M -12% 158
SC
2008
Stralem & Co
New York
$503M -$85.2M -14% 49
FFIC
2009
First Fiduciary Investment Counsel
Ohio
$503M -$46.1M -8% 50
SI
2010
Standard Investments
New York
$503M +$142M +39% 8
RCYC
2011
Richard C. Young & Co
Rhode Island
$503M -$28.2M -5% 63
I
2012
IberiaBank
Louisiana
$502M -$138M -22% 258
MGM
2013
Miura Global Management
New York
$502M +$157M +46% 24
RCIM
2014
Russell Clark Investment Management
United Kingdom
$501M +$26.3M +6% 79
DAM
2015
Deltec Asset Management
New York
$501M +$9.47M +2% 213
AA
2016
Ancient Art
Texas
$500M -$15.2M -3% 16
FPC
2017
Falcon Point Capital
California
$500M -$92.9M -16% 132
BCM
2018
BTR Capital Management
California
$500M -$10.9M -2% 153
AAM
2019
Auxier Asset Management
Oregon
$499M -$21.7M -4% 153
BAM
2020
Bell Asset Management
Australia
$499M +$81M +19% 67
BAWC
2021
Black-and-white Capital
California
$499M +$91.1M +22% 34
CC
2022
Crosslink Capital
California
$498M -$21.8M -4% 34
WCM
2023
Windham Capital Management
Massachusetts
$498M +$2.01M +0.4% 26
FRM
2024
Foundation Resource Management
Arkansas
$497M -$58.3M -10% 60
NWM
2025
Nicola Wealth Management
British Columbia, Canada
$497M 101