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
NI
2001
NYL Investors
New York
$854M +$72M +9% 37
TA
2002
TruWealth Advisors
Louisiana
$853M +$116M +16% 122
EIP
2003
Easterly Investment Partners
Massachusetts
$852M +$16.9M +2% 218
GC
2004
GPI Capital
New York
$850M +$663M +353% 4
PAM
2005
Palisade Asset Management
Minnesota
$850M +$73.1M +9% 178
WC
2006
Woodstock Corp
Massachusetts
$850M +$63.3M +8% 204
SC
2007
Sasco Capital
Connecticut
$848M +$47.2M +6% 50
RA
2008
Rational Advisors
New York
$848M +$307M +57% 202
BST
2009
Bath Savings Trust
Maine
$848M +$64.2M +8% 159
VP
2010
venBio Partners
California
$847M -$205M -19% 10
FMT
2011
First Mercantile Trust
Tennessee
$847M -$26.5M -3% 916
CB
2012
Community Bank
New York
$847M +$46.3M +6% 498
KA
2013
Kintegral Advisory
New York
$846M +$67.3M +9% 268
SCM
2014
Sahana Capital Management
Connecticut
$846M +$38.5M +5% 11
OAM
2015
Optimal Asset Management
California
$845M +$73.8M +10% 354
BBCM
2016
Broad Bay Capital Management
New York
$844M -$11.1M -1% 25
KAS
2017
Kemnay Advisory Services
New York
$844M +$128M +18% 117
SC
2018
Skylands Capital
Wisconsin
$844M +$59.6M +8% 158
BVDMP
2019
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$844M +$40.9M +5% 38
WTB
2020
Washington Trust Bank
Washington
$844M +$32.3M +4% 194
NC
2021
NewSquare Capital
Pennsylvania
$844M +$80.8M +11% 385
BWM
2022
BerganKDV Wealth Management
Minnesota
$843M +$64.1M +8% 1,030
SWM
2023
Segment Wealth Management
Texas
$842M +$88.6M +12% 229
GIA
2024
Gladstone Institutional Advisory
Florida
$842M +$198M +31% 558
SFI
2025
Siemens Fonds Invest
Germany
$842M -$190M -18% 195