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
MLIC
2001
Mandatum Life Insurance Company
Finland
$527M +$5.52M +1% 171
NC
2002
NewSquare Capital
Pennsylvania
$527M +$35M +7% 350
MG
2003
Mitchell Group
Texas
$526M -$50.2M -9% 32
QSS
2004
Quantitative Systematic Strategies
Florida
$526M -$18.5M -3% 900
TCM
2005
Tuttle Capital Management
Connecticut
$526M +$378M +255% 199
HPC
2006
Hill Path Capital
New York
$526M +$159M +43% 2
RCYC
2007
Richard C. Young & Co
Rhode Island
$526M +$29.6M +6% 64
HAM
2008
Hillcrest Asset Management
Texas
$525M -$11.1M -2% 64
TM
2009
Tiger Management
New York
$525M +$139M +36% 90
AIM
2010
Alphinity Investment Management
Australia
$525M +$31.5M +6% 34
AU
2011
Algebris (UK)
United Kingdom
$524M -$142M -21% 56
AGM
2012
Alpine Global Management
New York
$523M +$317M +154% 132
AWM
2013
Altium Wealth Management
New York
$522M +$147M +39% 321
PC
2014
Periscope Capital
Ontario, Canada
$521M +$54.5M +12% 202
COI
2015
Connable Office Inc
Michigan
$521M +$27.6M +6% 185
RCM
2016
Raging Capital Management
New Jersey
$521M -$91.6M -15% 29
CW
2017
Cobiz Wealth
Colorado
$521M +$28M +6% 138
DAM
2018
Deltec Asset Management
New York
$520M +$25.3M +5% 194
RCM
2019
Riverpark Capital Management
New York
$518M +$17.2M +3% 35
RCM
2020
Radcliffe Capital Management
Pennsylvania
$517M +$25.7M +5% 21
FRM
2021
Foundation Resource Management
Arkansas
$517M +$1.54M +0.3% 60
CAM
2022
Claret Asset Management
Quebec, Canada
$517M +$31.3M +6% 212
VC
2023
Vestor Capital
Illinois
$516M +$24.5M +5% 125
BC
2024
Bruce & Co
Illinois
$516M +$13.7M +3% 48
OAM
2025
Oberweis Asset Management
Illinois
$516M +$118M +30% 250