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
ACGDR
2001
Atmos Capital Gestao de Recursos
Brazil
$796M +$171M +27% 14
MAS
2002
Meeder Advisory Services
Ohio
$795M -$133M -14% 453
VC
2003
Voss Capital
Texas
$795M -$32.8M -4% 51
TCM
2004
Tensile Capital Management
California
$795M +$22.2M +3% 19
KL
2005
KWMG LLC
Kansas
$795M -$12.6M -2% 137
MIA
2006
MMBG Investment Advisors
Florida
$793M -$30.1M -4% 161
FHC
2007
First Heartland Consultants
Missouri
$793M +$21.9M +3% 415
PP
2008
PDT Partners
New York
$793M +$65.5M +9% 709
TCBWMS
2009
Texas Capital Bank Wealth Management Services
Texas
$792M -$140M -15% 247
CPA
2010
Cardiff Park Advisors
California
$791M -$23.4M -3% 330
JAFL
2011
Jay A. Fishman Ltd
Michigan
$790M -$35.7M -4% 100
TFP
2012
Triple Frond Partners
California
$788M +$12.7M +2% 10
NCM
2013
Nantahala Capital Management
Connecticut
$788M -$35.9M -4% 137
PO
2014
Private Ocean
California
$788M -$1.83M -0.2% 603
BCM
2015
Beryl Capital Management
California
$787M +$462M +143% 42
PSAMP
2016
P. Schoenfeld Asset Management (PSAM)
New York
$785M +$49.7M +7% 129
FBFS
2017
First Business Financial Services
Wisconsin
$785M -$25.9M -3% 173
OCAM
2018
Owl Creek Asset Management
New York
$785M -$450M -36% 153
IB
2019
Intrust Bank
Kansas
$784M -$40.5M -5% 399
TWA
2020
TCI Wealth Advisors
Arizona
$784M +$629K +0.1% 206
ORI
2021
Oak Ridge Investments
Illinois
$784M -$27.4M -3% 156
FG
2022
Fiduciary Group
Georgia
$783M -$30.6M -4% 249
II
2023
Inspire Investing
Idaho
$783M -$43.4M -5% 905
NIM
2024
NEOS Investment Management
Connecticut
$783M 357
CIP
2025
CAS Investment Partners
Connecticut
$780M +$123M +19% 5