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
WC
2001
Woodstock Corp
Massachusetts
$854M -$101M -11% 190
CIG
2002
Capricorn Investment Group
California
$853M -$346M -29% 16
CC
2003
Criteria Caixa
Spain
$852M +$54.9M +7% 28
MCM
2004
Maple Capital Management
Vermont
$852M -$64.6M -7% 114
AMI
2005
Amica Mutual Insurance
Rhode Island
$852M -$331M -28% 112
CIM
2006
Chiron Investment Management
New York
$851M -$27.2M -3% 135
JIP
2007
Jaffetilchin Investment Partners
Florida
$849M -$209M -20% 396
FFA
2008
Fragasso Financial Advisors
Pennsylvania
$848M +$1.57M +0.2% 199
AACA
2009
American Assets Capital Advisers
California
$848M -$164M -16% 37
DTL
2010
Dynamic Technology Lab
Singapore
$848M -$55.4M -6% 1,701
JLBC
2011
J.L. Bainbridge & Co
Florida
$847M -$19.3M -2% 90
MFP
2012
Michael F. Price
$846M -$57M -6% 151
VIM
2013
Vancity Investment Management
British Columbia, Canada
$845M -$26.1M -3% 64
CTA
2014
Colonial Trust Advisors
South Carolina
$845M -$49.1M -5% 193
LSA
2015
L & S Advisors
California
$844M -$82.9M -9% 361
NA
2016
Nottingham Advisors
New York
$843M -$71.7M -8% 151
ITP
2017
Iron Triangle Partners
Connecticut
$841M +$123M +17% 33
GAG
2018
GM Advisory Group
New York
$841M -$282M -25% 222
XF
2019
XML Financial
Maryland
$841M +$10.4M +1% 342
RC
2020
Raine Capital
New York
$840M -$387M -32% 15
CT
2021
Caldwell Trust
Florida
$839M -$30.3M -3% 777
LWMT
2022
Legacy Wealth Management (Tennessee)
Tennessee
$838M -$34.1M -4% 19
LSGA
2023
Lone Star Global Acquisitions
Bermuda
$838M +$7.68M +0.9% 1
TCM
2024
TD Capital Management
Tennessee
$838M -$48.6M -5% 383
JCM
2025
Jacobi Capital Management
Pennsylvania
$837M -$2.07M -0.2% 450