Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CU
2001
CDAM (UK)
United Kingdom
$526M +$69.7M +15% 19% 23% 15
TF
2002
Tompkins Financial
New York
$526M +$73.6M +16% 10.5% 60.8% 441
MAM
2003
Mastrapasqua Asset Management
Tennessee
$526M +$76.4M +17% 17.5% 54.9% 136
PCG
2004
Private Capital Group
Connecticut
$526M +$62.4M +13% 12.6% 30.1% 2,492
IVAV
2005
Index Venture Associates VI
Jersey
$525M +$55.1M +12% 11.7% 1,033% 1
TPWA
2006
TRUE Private Wealth Advisors
Oregon
$525M -$42.2M -7% 8.98% 52.3% 249
AF
2007
Ally Financial
Michigan
$525M -$241M -32% 12.8% 25.9% 134
PFM
2008
Phillips Financial Management
Indiana
$525M +$56.5M +12% 9.36% 31.6% 81
NC
2009
NewSquare Capital
Pennsylvania
$524M +$51.1M +11% 10.9% 46.4% 367
GACM
2010
Global Alpha Capital Management
Quebec, Canada
$524M +$137M +35% 14.9% 47% 37
RCYC
2011
Richard C. Young & Co
Rhode Island
$524M +$55.4M +12% 10% 53.3% 76
FGP
2012
Foyston, Gordon, & Payne
Ontario, Canada
$523M +$27.1M +5% 11% 78.3% 59
EECFI
2013
EnCap Energy Capital Fund IX
Texas
$523M +$135M +35% 25.2% 69.2% 3
TIM
2014
Thompson Investment Management
Wisconsin
$523M +$96.6M +23% 15.1% 63.7% 184
IL
2015
Investure LLC
Virginia
$522M +$28.9M +6% 18.4% 42.4% 18
SC
2016
Selz Capital
New York
$522M +$182M +54% 16.8% 10.3% 80
CNBT
2017
Canandaigua National Bank & Trust
New York
$522M +$48.5M +10% 12.6% 321
IA
2018
IFG Advisory
Georgia
$522M +$98.7M +23% 12.3% 51.1% 351
FCM
2019
Freshford Capital Management
New York
$522M +$39M +8% 11.8% 44.2% 23
BCM
2020
Bayesian Capital Management
New York
$521M +$32.6M +7% 24% 146% 876
BCM
2021
BTR Capital Management
California
$520M +$45.4M +10% 12.7% 35.1% 172
GIA
2022
Granite Investment Advisors
New Hampshire
$520M +$43.9M +9% 12.3% 55.6% 164
CW
2023
Cobiz Wealth
Colorado
$519M +$63.8M +14% 14.3% 54% 129
CAMG
2024
CWA Asset Management Group
Florida
$518M +$89.1M +21% 14.3% 235
DCM
2025
Decatur Capital Management
Georgia
$517M +$73M +16% 16% 151% 64