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
$903M +$65.2M +8% 9.57% 75.2% 304
DTL
2002
Dynamic Technology Lab
Singapore
$903M +$68.7M +8% 4.13% 24.8% 1,651
QCMNJ
2003
Quantum Capital Management (New Jersey)
New Jersey
$902M +$83.7M +10% 12.2% 89.5% 35
AFM
2004
Anson Funds Management
Texas
$902M -$96.9M -10% 1.37% 225% 487
WAM
2005
Weatherly Asset Management
California
$902M +$79.7M +10% 9.72% 96.3% 206
FG
2006
Fiduciary Group
Georgia
$899M +$17.8M +2% 7.49% 57.5% 241
SFI
2007
SPC Financial Inc
Maryland
$896M +$89M +11% 7.44% 52.8% 196
CCI
2008
Cevian Capital II
Jersey
$896M +$116M +15% 15.4% 84% 2
SS
2009
Simplicity Solutions
Minnesota
$896M +$245M +38% 9.57% 37.1% 631
RW
2010
RVW Wealth
California
$895M +$63.2M +8% 5.42% 48.1% 146
CTA
2011
Colonial Trust Advisors
South Carolina
$894M +$83.2M +10% 12.8% 72.4% 195
PAM
2012
Palisade Asset Management
Minnesota
$894M +$73.7M +9% 11% 49.5% 187
CA
2013
Callahan Advisors
Texas
$891M +$97.8M +12% 12.4% 75.1% 153
AWG
2014
Alpha Wave Global
New York
$891M -$415M -32% 2.03% 124% 148
OFG
2015
Oxford Financial Group
Indiana
$890M +$105M +13% 8.3% 76.1% 287
BRF
2016
B. Riley Financial
California
$889M +$98.5M +12% 7.52% 28.7% 62
NIEF
2017
Nalanda India Equity Fund
Mauritius
$888M +$88.3M +11% 10.9% 2.24% 2
AA
2018
Ancient Art
Texas
$887M -$59.9M -6% 2.44% 111% 26
TFP
2019
Triple Frond Partners
California
$887M -$29.5M -3% 1.74% 91.4% 10
EF
2020
Empowered Funds
Pennsylvania
$887M +$107M +14% 6.78% 75.5% 299
FDCC
2021
Foster Dykema Cabot & Co
Massachusetts
$887M +$84.4M +11% 10.9% 34% 98
PIMJS
2022
PKO Investment Management Joint-Stock
Poland
$887M +$53.4M +6% 10.4% 65% 125
AIA
2023
Ally Invest Advisors
North Carolina
$886M +$91.4M +11% 3.42% 31.4% 17
TCM
2024
TD Capital Management
Tennessee
$886M +$68.4M +8% 5.53% 36.1% 405
BCM
2025
BTR Capital Management
California
$886M +$79.6M +10% 11.5% 35.1% 177
79 80
81
82 83