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
CC
2001
Cypress Capital
Tennessee
$702M -$114M -14% 211
VIM
2002
Vancity Investment Management
British Columbia, Canada
$702M -$143M -17% 65
CWM
2003
Cahaba Wealth Management
Georgia
$701M -$27.7M -4% 142
PTC
2004
Petrus Trust Company
Texas
$701M -$81.4M -10% 166
FNF
2005
Fidelity National Financial
Florida
$700M -$303M -30% 36
DCP
2006
Distillate Capital Partners
Illinois
$700M -$3.54M -0.5% 134
WAS
2007
Wesleyan Assurance Society
United Kingdom
$699M -$122M -15% 99
NL
2008
NEPC LLC
Massachusetts
$699M +$551M +373% 33
CB
2009
Community Bank
New York
$699M -$112M -14% 457
DG
2010
DigitalBridge Group
Florida
$698M -$48.1M -6% 52
FFW
2011
Fusion Family Wealth
New York
$698M -$42.7M -6% 39
VFP
2012
Verus Financial Partners
Virginia
$698M -$7.06M -1% 109
AH
2013
Allen Holding
New York
$697M -$73.5M -10% 17
HIC
2014
Hartline Investment Corp
Illinois
$697M -$94.1M -12% 126
OP
2015
Oldfield Partners
United Kingdom
$697M -$224M -24% 25
BCM
2016
BTR Capital Management
California
$696M -$116M -14% 171
MICM
2017
Matthews International Capital Management
California
$696M -$25.4M -4% 44
CB
2018
Cadence Bank
Mississippi
$696M -$107M -13% 201
MPMG
2019
Minneapolis Portfolio Management Group
Minnesota
$695M -$185M -21% 30
SIMS
2020
SPT Invest Management Sarl
Luxembourg
$695M -$248M -26% 2
PIMJS
2021
PKO Investment Management Joint-Stock
Poland
$695M -$133M -16% 129
FCM
2022
Fernbridge Capital Management
California
$694M -$275M -28% 23
MGWM
2023
Marks Group Wealth Management
Minnesota
$693M -$102M -13% 317
QCM
2024
Quantinno Capital Management
New York
$693M +$37.5M +6% 673
SGDR
2025
SPX Gestao de Recursos
Brazil
$693M -$854M -55% 106