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
AF
2001
Ally Financial
Michigan
$509M -$159M -24% 138
LHC
2002
Lodge Hill Capital
New York
$509M -$248M -33% 43
CIC
2003
Cutler Investment Counsel
Oregon
$508M -$4.92M -1% 103
KPCM
2004
Kings Point Capital Management
New York
$507M +$12.2M +2% 376
CA
2005
Callahan Advisors
Texas
$507M +$19.6M +4% 133
ACP
2006
Acuta Capital Partners
California
$507M +$29.6M +6% 77
NWM
2007
Nicola Wealth Management
British Columbia, Canada
$506M +$9.2M +2% 108
CGM
2008
Centenus Global Management
New York
$505M +$40.8M +9% 151
CTA
2009
Colonial Trust Advisors
South Carolina
$505M +$14.2M +3% 154
AHC
2010
Adell Harriman & Carpenter
Texas
$505M +$22.5M +5% 154
EAM
2011
Evanson Asset Management
California
$504M +$18.3M +4% 270
BWFA
2012
Baltimore-Washington Financial Advisors
Maryland
$504M +$46M +10% 92
DCM
2013
Decatur Capital Management
Georgia
$503M +$17.9M +4% 57
HA
2014
Highland Associates
Alabama
$502M +$13.2M +3% 6
BC
2015
Bruce & Co
Illinois
$502M +$23.6M +5% 48
ECP
2016
Electron Capital Partners
New York
$502M -$25.9M -5% 23
MAM
2017
Mastrapasqua Asset Management
Tennessee
$501M +$11.6M +2% 144
RCM
2018
Riverpark Capital Management
New York
$501M -$141M -22% 38
FMT
2019
First Mercantile Trust
Tennessee
$501M +$23M +5% 972
SAM
2020
Symphony Asset Management
California
$500M -$278M -36% 356
LBIM
2021
Land & Buildings Investment Management
Connecticut
$500M -$13.3M -3% 19
FHA
2022
Flagship Harbor Advisors
Massachusetts
$500M +$163M +49% 2,126
AAM
2023
Auxier Asset Management
Oregon
$500M +$203K +0% 155
SCM
2024
Sarissa Capital Management
Connecticut
$499M +$66.6M +15% 11
SCM
2025
SG Capital Management
Illinois
$498M +$79M +19% 88