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
PAM
2001
Palisade Asset Management
Minnesota
$777M +$42.7M +6% 178
CT
2002
Coastline Trust
Rhode Island
$776M +$25.3M +3% 329
KIP
2003
Kayak Investment Partners
California
$775M -$22.8M -3% 33
PSP
2004
Principal Street Partners
Tennessee
$775M +$448M +137% 198
HH
2005
Hilltop Holdings
Texas
$775M +$60.2M +8% 572
TCMV
2006
Technology Crossover Management VII
California
$774M -$567M -42% 3
PA
2007
PFG Advisors
Arizona
$773M +$188M +32% 466
RCIM
2008
Red Cedar Investment Management
Michigan
$773M +$104M +16% 94
1IA
2009
1834 Investment Advisors
Wisconsin
$773M +$22.7M +3% 514
KCMH
2010
Kontiki Capital Management (HK)
Hong Kong
$773M +$985K +0.1% 5
GIM
2011
Growth Interface Management
Florida
$773M +$179M +30% 14
JJIJ
2012
Johnson & Johnson Innovation - JJDC
New Jersey
$772M -$3.34M -0.4% 17
PCP
2013
Proficio Capital Partners
Massachusetts
$772M +$133M +21% 285
COF
2014
Capital One Financial
Virginia
$771M +$20.6M +3% 203
OAM
2015
Optimal Asset Management
California
$771M +$66M +9% 443
ACL
2016
Azora Capital LP
Florida
$771M -$319M -29% 64
AACA
2017
American Assets Capital Advisers
California
$770M +$61.1M +9% 36
KA
2018
Kovack Advisors
Florida
$769M +$75M +11% 691
MG
2019
Magnolia Group
Nebraska
$769M -$184M -19% 11
ROTUOC
2020
Regents of the University of California
California
$767M +$74.8M +11% 35
MIM
2021
Marco Investment Management
Georgia
$766M +$69.7M +10% 201
RW
2022
RVW Wealth
California
$766M +$84M +12% 105
CHAM
2023
Clear Harbor Asset Management
Connecticut
$765M +$69M +10% 376
MYIA
2024
Mount Yale Investment Advisors
Colorado
$765M +$53M +7% 459
NC
2025
NewSquare Capital
Pennsylvania
$763M +$48.8M +7% 387