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
AP
2001
Adero Partners
California
$705M +$25.1M +4% 174
SCM
2002
Simcoe Capital Management
New York
$705M -$96.7M -12% 19
OA
2003
Oxbow Advisors
Texas
$704M -$291M -29% 280
LG
2004
Leuthold Group
Minnesota
$704M -$76.5M -10% 213
ACM
2005
Ashford Capital Management
Delaware
$704M -$225M -24% 105
M
2006
Mirova
France
$704M -$43.4M -6% 215
CBB
2007
Citizens Business Bank
California
$704M -$124M -15% 256
BCVI
2008
Bain Capital Venture Investors
Massachusetts
$702M -$392M -36% 8
CC
2009
Cypress Capital
Tennessee
$702M -$114M -14% 211
VIM
2010
Vancity Investment Management
British Columbia, Canada
$702M -$143M -17% 65
CWM
2011
Cahaba Wealth Management
Georgia
$701M -$27.7M -4% 142
PTC
2012
Petrus Trust Company
Texas
$701M -$81.4M -10% 166
FNF
2013
Fidelity National Financial
Florida
$700M -$303M -30% 36
DCP
2014
Distillate Capital Partners
Illinois
$700M -$3.54M -0.5% 134
WAS
2015
Wesleyan Assurance Society
United Kingdom
$699M -$122M -15% 99
NL
2016
NEPC LLC
Massachusetts
$699M +$551M +373% 33
CB
2017
Community Bank
New York
$699M -$112M -14% 457
DG
2018
DigitalBridge Group
Florida
$698M -$48.1M -6% 52
FFW
2019
Fusion Family Wealth
New York
$698M -$42.7M -6% 39
VFP
2020
Verus Financial Partners
Virginia
$698M -$7.06M -1% 109
AH
2021
Allen Holding
New York
$697M -$73.5M -10% 17
HIC
2022
Hartline Investment Corp
Illinois
$697M -$94.1M -12% 126
OP
2023
Oldfield Partners
United Kingdom
$697M -$224M -24% 25
BCM
2024
BTR Capital Management
California
$696M -$116M -14% 171
MICM
2025
Matthews International Capital Management
California
$696M -$25.4M -4% 44