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
SC
2001
Sasco Capital
Connecticut
$848M +$47.2M +6% 50
RA
2002
Rational Advisors
New York
$848M +$307M +57% 202
BST
2003
Bath Savings Trust
Maine
$848M +$64.2M +8% 159
VP
2004
venBio Partners
California
$847M -$205M -19% 10
FMT
2005
First Mercantile Trust
Tennessee
$847M -$26.5M -3% 916
CB
2006
Community Bank
New York
$847M +$46.3M +6% 498
KA
2007
Kintegral Advisory
New York
$846M +$67.3M +9% 268
SCM
2008
Sahana Capital Management
Connecticut
$846M +$38.5M +5% 11
OAM
2009
Optimal Asset Management
California
$845M +$73.8M +10% 354
BBCM
2010
Broad Bay Capital Management
New York
$844M -$11.1M -1% 25
KAS
2011
Kemnay Advisory Services
New York
$844M +$128M +18% 117
SC
2012
Skylands Capital
Wisconsin
$844M +$59.6M +8% 158
BVDMP
2013
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$844M +$40.9M +5% 38
WTB
2014
Washington Trust Bank
Washington
$844M +$32.3M +4% 194
NC
2015
NewSquare Capital
Pennsylvania
$844M +$80.8M +11% 385
BWM
2016
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 1,030
SWM
2017
Segment Wealth Management
Texas
$842M +$88.6M +12% 229
GIA
2018
Gladstone Institutional Advisory
Florida
$842M +$198M +31% 558
SFI
2019
Siemens Fonds Invest
Germany
$842M -$190M -18% 195
SJIC
2020
St. James Investment Company
Texas
$841M +$85.4M +11% 37
MMA
2021
Mizuho Markets Americas
New York
$840M +$636M +311% 31
KP
2022
Keel Point
Alabama
$838M -$93M -10% 306
SCA
2023
Summit Creek Advisors
Minnesota
$837M -$2.1M -0.3% 74
MIM
2024
Monashee Investment Management
Massachusetts
$836M +$186M +29% 597
KGAMU
2025
KPS Global Asset Management (UK)
United Kingdom
$835M +$103M +14% 7