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
TCMV
2001
Technology Crossover Management VII
California
$774M -$567M -42% 3
PA
2002
PFG Advisors
Arizona
$773M +$188M +32% 466
RCIM
2003
Red Cedar Investment Management
Michigan
$773M +$104M +16% 94
1IA
2004
1834 Investment Advisors
Wisconsin
$773M +$22.7M +3% 514
KCMH
2005
Kontiki Capital Management (HK)
Hong Kong
$773M +$985K +0.1% 5
GIM
2006
Growth Interface Management
Florida
$773M +$179M +30% 14
JJIJ
2007
Johnson & Johnson Innovation - JJDC
New Jersey
$772M -$3.34M -0.4% 17
PCP
2008
Proficio Capital Partners
Massachusetts
$772M +$133M +21% 285
COF
2009
Capital One Financial
Virginia
$771M +$20.6M +3% 203
OAM
2010
Optimal Asset Management
California
$771M +$66M +9% 443
ACL
2011
Azora Capital LP
Florida
$771M -$319M -29% 64
AACA
2012
American Assets Capital Advisers
California
$770M +$61.1M +9% 36
KA
2013
Kovack Advisors
Florida
$769M +$75M +11% 691
MG
2014
Magnolia Group
Nebraska
$769M -$184M -19% 11
ROTUOC
2015
Regents of the University of California
California
$767M +$74.8M +11% 35
MIM
2016
Marco Investment Management
Georgia
$766M +$69.7M +10% 201
RW
2017
RVW Wealth
California
$766M +$84M +12% 105
CHAM
2018
Clear Harbor Asset Management
Connecticut
$765M +$69M +10% 376
MYIA
2019
Mount Yale Investment Advisors
Colorado
$765M +$53M +7% 459
NC
2020
NewSquare Capital
Pennsylvania
$763M +$48.8M +7% 387
WCM
2021
Wallace Capital Management
Texas
$763M +$104M +16% 70
MCM
2022
Maltese Capital Management
New York
$763M +$121M +19% 181
TCM
2023
Tensile Capital Management
California
$762M -$90.1M -11% 19
SFG
2024
Sage Financial Group
Pennsylvania
$762M +$33.1M +5% 71
CTA
2025
Colonial Trust Advisors
South Carolina
$761M +$40.2M +6% 181