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
NC
2001
NewSquare Capital
Pennsylvania
$527M +$35M +7% 350
MG
2002
Mitchell Group
Texas
$526M -$50.2M -9% 32
QSS
2003
Quantitative Systematic Strategies
Florida
$526M -$18.5M -3% 900
TCM
2004
Tuttle Capital Management
Connecticut
$526M +$378M +255% 199
HPC
2005
Hill Path Capital
New York
$526M +$159M +43% 2
RCYC
2006
Richard C. Young & Co
Rhode Island
$526M +$29.6M +6% 64
HAM
2007
Hillcrest Asset Management
Texas
$525M -$11.1M -2% 64
TM
2008
Tiger Management
New York
$525M +$139M +36% 90
AIM
2009
Alphinity Investment Management
Australia
$525M +$31.5M +6% 34
AU
2010
Algebris (UK)
United Kingdom
$524M -$142M -21% 56
AGM
2011
Alpine Global Management
New York
$523M +$317M +154% 132
AWM
2012
Altium Wealth Management
New York
$522M +$147M +39% 321
PC
2013
Periscope Capital
Ontario, Canada
$521M +$54.5M +12% 202
COI
2014
Connable Office Inc
Michigan
$521M +$27.6M +6% 185
RCM
2015
Raging Capital Management
New Jersey
$521M -$91.6M -15% 29
CW
2016
Cobiz Wealth
Colorado
$521M +$28M +6% 138
DAM
2017
Deltec Asset Management
New York
$520M +$25.3M +5% 194
RCM
2018
Riverpark Capital Management
New York
$518M +$17.2M +3% 35
RCM
2019
Radcliffe Capital Management
Pennsylvania
$517M +$25.7M +5% 21
FRM
2020
Foundation Resource Management
Arkansas
$517M +$1.54M +0.3% 60
CAM
2021
Claret Asset Management
Quebec, Canada
$517M +$31.3M +6% 212
VC
2022
Vestor Capital
Illinois
$516M +$24.5M +5% 125
BC
2023
Bruce & Co
Illinois
$516M +$13.7M +3% 48
OAM
2024
Oberweis Asset Management
Illinois
$516M +$118M +30% 250
BPIM
2025
Brant Point Investment Management
New York
$515M -$2.99M -0.6% 133