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
RA
2001
Rational Advisors
New York
$848M +$307M +57% 202
BST
2002
Bath Savings Trust
Maine
$848M +$64.2M +8% 159
VP
2003
venBio Partners
California
$847M -$205M -19% 10
FMT
2004
First Mercantile Trust
Tennessee
$847M -$26.5M -3% 916
CB
2005
Community Bank
New York
$847M +$46.3M +6% 498
KA
2006
Kintegral Advisory
New York
$846M +$67.3M +9% 268
SCM
2007
Sahana Capital Management
Connecticut
$846M +$38.5M +5% 11
OAM
2008
Optimal Asset Management
California
$845M +$73.8M +10% 354
BBCM
2009
Broad Bay Capital Management
New York
$844M -$11.1M -1% 25
KAS
2010
Kemnay Advisory Services
New York
$844M +$128M +18% 117
SC
2011
Skylands Capital
Wisconsin
$844M +$59.6M +8% 158
BVDMP
2012
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$844M +$40.9M +5% 38
WTB
2013
Washington Trust Bank
Washington
$844M +$32.3M +4% 194
NC
2014
NewSquare Capital
Pennsylvania
$844M +$80.8M +11% 385
BWM
2015
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 1,030
SWM
2016
Segment Wealth Management
Texas
$842M +$88.6M +12% 229
GIA
2017
Gladstone Institutional Advisory
Florida
$842M +$198M +31% 558
SFI
2018
Siemens Fonds Invest
Germany
$842M -$190M -18% 195
SJIC
2019
St. James Investment Company
Texas
$841M +$85.4M +11% 37
MMA
2020
Mizuho Markets Americas
New York
$840M +$636M +311% 31
KP
2021
Keel Point
Alabama
$838M -$93M -10% 306
SCA
2022
Summit Creek Advisors
Minnesota
$837M -$2.1M -0.3% 74
MIM
2023
Monashee Investment Management
Massachusetts
$836M +$186M +29% 597
KGAMU
2024
KPS Global Asset Management (UK)
United Kingdom
$835M +$103M +14% 7
AIIMS
2025
Analyst IMS Investment Management Services
Israel
$834M +$88.3M +12% 105