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
SWM
2001
Segment Wealth Management
Texas
$842M -$57K -0% 230
SI
2002
Sapience Investments
California
$842M +$37M +5% 91
LECM
2003
Lead Edge Capital Management
New York
$840M +$628M +296% 8
AIM
2004
Acropolis Investment Management
Missouri
$839M -$190M -18% 227
BVDMP
2005
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$839M -$4.93M -0.6% 38
CAM
2006
Carret Asset Management
New York
$838M -$16.4M -2% 304
FC
2007
Franchise Capital
Cayman Islands
$837M -$318M -28% 27
AACA
2008
American Assets Capital Advisers
California
$835M -$46.3M -5% 31
OQS
2009
Occudo Quantitative Strategies
Florida
$835M +$181M +28% 1,227
DTL
2010
Dynamic Technology Lab
Singapore
$835M -$160M -16% 1,662
TP
2011
Thunderbird Partners
United Kingdom
$834M -$280M -25% 16
PIMJS
2012
PKO Investment Management Joint-Stock
Poland
$833M +$35.4M +4% 107
RW
2013
RVW Wealth
California
$832M +$32M +4% 132
FNFDCM
2014
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$832M -$31.7M -4% 161
SCA
2015
Stieven Capital Advisors
Missouri
$831M +$20.5M +3% 50
FCP
2016
Fine Capital Partners
New York
$830M +$39.3M +5% 3
MAM
2017
Montanaro Asset Management
United Kingdom
$829M +$34.6M +4% 56
SWM
2018
SeaCrest Wealth Management
New York
$829M -$279K -0% 734
GCIA
2019
Gabelli & Co Investment Advisers
New York
$827M -$38.9M -4% 602
MM
2020
MWG Management
British Virgin Islands
$825M -$193M -19% 5
SCA
2021
Stonebridge Capital Advisors
Minnesota
$823M -$759M -48% 1,170
LSGA
2022
Lone Star Global Acquisitions
Bermuda
$823M +$2M +0.2% 1
ELFC
2023
E-L Financial Corp
Ontario, Canada
$822M +$14.9M +2% 1
LWM
2024
Lyell Wealth Management
California
$822M +$14.3M +2% 192
WAM
2025
Weatherly Asset Management
California
$822M +$28.8M +4% 206