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
BWM
2001
BerganKDV Wealth Management
Minnesota
$779M +$67.6M +10% 1,011
PP
2002
Prospector Partners
Connecticut
$778M -$25.9M -3% 126
CM
2003
Caption Management
Oklahoma
$778M +$176M +29% 892
BCM
2004
Beryl Capital Management
California
$778M +$153M +24% 398
PAM
2005
Palisade Asset Management
Minnesota
$777M +$42.7M +6% 178
CT
2006
Coastline Trust
Rhode Island
$776M +$25.3M +3% 329
KIP
2007
Kayak Investment Partners
California
$775M -$22.8M -3% 33
PSP
2008
Principal Street Partners
Tennessee
$775M +$448M +137% 198
HH
2009
Hilltop Holdings
Texas
$775M +$60.2M +8% 572
TCMV
2010
Technology Crossover Management VII
California
$774M -$567M -42% 3
PA
2011
PFG Advisors
Arizona
$773M +$188M +32% 466
RCIM
2012
Red Cedar Investment Management
Michigan
$773M +$104M +16% 94
1IA
2013
1834 Investment Advisors
Wisconsin
$773M +$22.7M +3% 514
KCMH
2014
Kontiki Capital Management (HK)
Hong Kong
$773M +$985K +0.1% 5
GIM
2015
Growth Interface Management
Florida
$773M +$179M +30% 14
JJIJ
2016
Johnson & Johnson Innovation - JJDC
New Jersey
$772M -$3.34M -0.4% 17
PCP
2017
Proficio Capital Partners
Massachusetts
$772M +$133M +21% 285
COF
2018
Capital One Financial
Virginia
$771M +$20.6M +3% 203
OAM
2019
Optimal Asset Management
California
$771M +$66M +9% 443
ACL
2020
Azora Capital LP
Florida
$771M -$319M -29% 64
AACA
2021
American Assets Capital Advisers
California
$770M +$61.1M +9% 36
KA
2022
Kovack Advisors
Florida
$769M +$75M +11% 691
MG
2023
Magnolia Group
Nebraska
$769M -$184M -19% 11
ROTUOC
2024
Regents of the University of California
California
$767M +$74.8M +11% 35
MIM
2025
Marco Investment Management
Georgia
$766M +$69.7M +10% 201