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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KA
2001
Kintegral Advisory
New York
$846M +$67.3M +9% 9.68% 105% 268
SCM
2002
Sahana Capital Management
Connecticut
$846M +$38.5M +5% 9.07% 0.54% 11
OAM
2003
Optimal Asset Management
California
$845M +$73.8M +10% 6.92% 354
BBCM
2004
Broad Bay Capital Management
New York
$844M -$11.1M -1% 6.87% 214% 25
KAS
2005
Kemnay Advisory Services
New York
$844M +$128M +18% 4.58% 218% 117
SC
2006
Skylands Capital
Wisconsin
$844M +$59.6M +8% 13.4% 42.2% 158
BVDMP
2007
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$844M +$40.9M +5% 13.6% 116% 38
WTB
2008
Washington Trust Bank
Washington
$844M +$32.3M +4% 6.07% 72.4% 194
NC
2009
NewSquare Capital
Pennsylvania
$844M +$80.8M +11% 5.08% 46.4% 385
BWM
2010
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 4.26% 27.9% 1,030
SWM
2011
Segment Wealth Management
Texas
$842M +$88.6M +12% 15.6% 90.2% 229
GIA
2012
Gladstone Institutional Advisory
Florida
$842M +$198M +31% 6.81% 70.6% 558
SFI
2013
Siemens Fonds Invest
Germany
$842M -$190M -18% 8.75% 108% 195
SJIC
2014
St. James Investment Company
Texas
$841M +$85.4M +11% 3.11% 37.8% 37
MMA
2015
Mizuho Markets Americas
New York
$840M +$636M +311% 1.91% 80.5% 31
KP
2016
Keel Point
Alabama
$838M -$93M -10% 6.57% 67.9% 306
SCA
2017
Summit Creek Advisors
Minnesota
$837M -$2.1M -0.3% 5.72% 70.8% 74
MIM
2018
Monashee Investment Management
Massachusetts
$836M +$186M +29% 5.42% 186% 597
KGAMU
2019
KPS Global Asset Management (UK)
United Kingdom
$835M +$103M +14% 10.7% 1,074% 7
AIIMS
2020
Analyst IMS Investment Management Services
Israel
$834M +$88.3M +12% 8.75% 75.4% 105
DWM
2021
Dakota Wealth Management
Florida
$834M +$77.6M +10% 7.99% 81.7% 355
M
2022
Mirova
France
$834M -$4.04M -0.5% 2.31% 44.1% 167
WAM
2023
Wellesley Asset Management
New Hampshire
$834M +$0 0% 0% 0% 31
DG
2024
DigitalBridge Group
Florida
$833M +$49.5M +6% 8.37% 51.4% 49
RSWM
2025
Robertson Stephens Wealth Management
California
$832M +$207M +33% 7.75% 81.4% 341