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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CAM
2001
Carret Asset Management
New York
$838M -$16.4M -2% 0.04% 75.2% 304
FC
2002
Franchise Capital
Cayman Islands
$837M -$318M -28% 14.6% 451% 27
AACA
2003
American Assets Capital Advisers
California
$835M -$46.3M -5% 6.61% 47% 31
OQS
2004
Occudo Quantitative Strategies
Florida
$835M +$181M +28% 2.42% 77.5% 1,227
DTL
2005
Dynamic Technology Lab
Singapore
$835M -$160M -16% 4.07% 24.8% 1,662
TP
2006
Thunderbird Partners
United Kingdom
$834M -$280M -25% 8.58% 38.2% 16
PIMJS
2007
PKO Investment Management Joint-Stock
Poland
$833M +$35.4M +4% 3.26% 65% 107
RW
2008
RVW Wealth
California
$832M +$32M +4% 1.05% 48.1% 132
FNFDCM
2009
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$832M -$31.7M -4% 1.91% 43.1% 161
SCA
2010
Stieven Capital Advisors
Missouri
$831M +$20.5M +3% 5.67% 39.8% 50
FCP
2011
Fine Capital Partners
New York
$830M +$39.3M +5% 6.12% 104% 3
MAM
2012
Montanaro Asset Management
United Kingdom
$829M +$34.6M +4% 3.75% 66.6% 56
SWM
2013
SeaCrest Wealth Management
New York
$829M -$279K -0% 0.07% 101% 734
GCIA
2014
Gabelli & Co Investment Advisers
New York
$827M -$38.9M -4% 5.84% 244% 602
MM
2015
MWG Management
British Virgin Islands
$825M -$193M -19% 11.9% 71.9% 5
SCA
2016
Stonebridge Capital Advisors
Minnesota
$823M -$759M -48% 0.84% 63.1% 1,170
LSGA
2017
Lone Star Global Acquisitions
Bermuda
$823M +$2M +0.2% 0.21% 380% 1
ELFC
2018
E-L Financial Corp
Ontario, Canada
$822M +$14.9M +2% 0.22% 63.8% 1
LWM
2019
Lyell Wealth Management
California
$822M +$14.3M +2% 1.69% 124% 192
WAM
2020
Weatherly Asset Management
California
$822M +$28.8M +4% 1.45% 96.3% 206
FCM
2021
Fernbridge Capital Management
California
$821M +$1.94M +0.2% 0.53% 113% 18
PO
2022
Private Ocean
California
$821M +$57.8M +8% 1.2% 2.79% 672
CB
2023
Community Bank
New York
$821M -$26.2M -3% 1.08% 50.4% 514
PAM
2024
Palisade Asset Management
Minnesota
$820M -$30M -4% 0.56% 49.5% 185
1IA
2025
1834 Investment Advisors
Wisconsin
$820M -$7.29M -0.9% 0.91% 46% 534