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
MFIMFI
2001
Mesirow Financial Investment Management - Fixed Income
Illinois
$908M +$44.3M +5% 152
CCA
2002
Clearwater Capital Advisors
Illinois
$907M +$43.6M +5% 178
BCM
2003
Basso Capital Management
Connecticut
$906M +$56.6M +7% 659
CCA
2004
Checchi Capital Advisers
California
$906M +$97.3M +12% 566
SCA
2005
Stonebridge Capital Advisors
Minnesota
$905M +$82.7M +10% 1,096
MFP
2006
Michael F. Price
$903M +$38.9M +5% 155
CAM
2007
Carret Asset Management
New York
$903M +$65.2M +8% 304
DTL
2008
Dynamic Technology Lab
Singapore
$903M +$68.7M +8% 1,651
QCMNJ
2009
Quantum Capital Management (New Jersey)
New Jersey
$902M +$83.7M +10% 35
AFM
2010
Anson Funds Management
Texas
$902M -$96.9M -10% 487
WAM
2011
Weatherly Asset Management
California
$902M +$79.7M +10% 206
FG
2012
Fiduciary Group
Georgia
$899M +$17.8M +2% 241
SFI
2013
SPC Financial Inc
Maryland
$896M +$89M +11% 196
CCI
2014
Cevian Capital II
Jersey
$896M +$116M +15% 2
SS
2015
Simplicity Solutions
Minnesota
$896M +$245M +38% 631
RW
2016
RVW Wealth
California
$895M +$63.2M +8% 146
CTA
2017
Colonial Trust Advisors
South Carolina
$894M +$83.2M +10% 195
PAM
2018
Palisade Asset Management
Minnesota
$894M +$73.7M +9% 187
CA
2019
Callahan Advisors
Texas
$891M +$97.8M +12% 153
AWG
2020
Alpha Wave Global
New York
$891M -$415M -32% 148
OFG
2021
Oxford Financial Group
Indiana
$890M +$105M +13% 287
BRF
2022
B. Riley Financial
California
$889M +$98.5M +12% 62
NIEF
2023
Nalanda India Equity Fund
Mauritius
$888M +$88.3M +11% 2
AA
2024
Ancient Art
Texas
$887M -$59.9M -6% 26
TFP
2025
Triple Frond Partners
California
$887M -$29.5M -3% 10