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
CB
2001
Community Bank
New York
$847M +$46.3M +6% 498
KA
2002
Kintegral Advisory
New York
$846M +$67.3M +9% 268
SCM
2003
Sahana Capital Management
Connecticut
$846M +$38.5M +5% 11
OAM
2004
Optimal Asset Management
California
$845M +$73.8M +10% 354
BBCM
2005
Broad Bay Capital Management
New York
$844M -$11.1M -1% 25
KAS
2006
Kemnay Advisory Services
New York
$844M +$128M +18% 117
SC
2007
Skylands Capital
Wisconsin
$844M +$59.6M +8% 158
BVDMP
2008
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$844M +$40.9M +5% 38
WTB
2009
Washington Trust Bank
Washington
$844M +$32.3M +4% 194
NC
2010
NewSquare Capital
Pennsylvania
$844M +$80.8M +11% 385
BWM
2011
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 1,030
SWM
2012
Segment Wealth Management
Texas
$842M +$88.6M +12% 229
GIA
2013
Gladstone Institutional Advisory
Florida
$842M +$198M +31% 558
SFI
2014
Siemens Fonds Invest
Germany
$842M -$190M -18% 195
SJIC
2015
St. James Investment Company
Texas
$841M +$85.4M +11% 37
MMA
2016
Mizuho Markets Americas
New York
$840M +$636M +311% 31
KP
2017
Keel Point
Alabama
$838M -$93M -10% 306
SCA
2018
Summit Creek Advisors
Minnesota
$837M -$2.1M -0.3% 74
MIM
2019
Monashee Investment Management
Massachusetts
$836M +$186M +29% 597
KGAMU
2020
KPS Global Asset Management (UK)
United Kingdom
$835M +$103M +14% 7
AIIMS
2021
Analyst IMS Investment Management Services
Israel
$834M +$88.3M +12% 105
DWM
2022
Dakota Wealth Management
Florida
$834M +$77.6M +10% 355
M
2023
Mirova
France
$834M -$4.04M -0.5% 167
WAM
2024
Wellesley Asset Management
New Hampshire
$834M $0 0% 31
DG
2025
DigitalBridge Group
Florida
$833M +$49.5M +6% 49