Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MIA
2001
MMBG Investment Advisors
Florida
$793M -$30.1M -4% 0.38% 109% 161
FHC
2002
First Heartland Consultants
Missouri
$793M +$21.9M +3% 2.85% 40.6% 415
PP
2003
PDT Partners
New York
$793M +$65.5M +9% 3.29% 142% 709
TCBWMS
2004
Texas Capital Bank Wealth Management Services
Texas
$792M -$140M -15% 2.9% 74% 247
CPA
2005
Cardiff Park Advisors
California
$791M -$23.4M -3% 2.28% 86.6% 330
JAFL
2006
Jay A. Fishman Ltd
Michigan
$790M -$35.7M -4% 1.81% 102% 100
TFP
2007
Triple Frond Partners
California
$788M +$12.7M +2% 2.66% 91.4% 10
NCM
2008
Nantahala Capital Management
Connecticut
$788M -$35.9M -4% 0.68% 104% 137
PO
2009
Private Ocean
California
$788M -$1.83M -0.2% 3.61% 2.79% 603
BCM
2010
Beryl Capital Management
California
$787M +$462M +143% 16.7% 2,587% 42
PSAMP
2011
P. Schoenfeld Asset Management (PSAM)
New York
$785M +$49.7M +7% 5.29% 127% 129
FBFS
2012
First Business Financial Services
Wisconsin
$785M -$25.9M -3% 3.55% 56.9% 173
OCAM
2013
Owl Creek Asset Management
New York
$785M -$450M -36% 0.44% 51.2% 153
IB
2014
Intrust Bank
Kansas
$784M -$40.5M -5% 2.95% 80.9% 399
TWA
2015
TCI Wealth Advisors
Arizona
$784M +$629K +0.1% 2.42% 51.5% 206
ORI
2016
Oak Ridge Investments
Illinois
$784M -$27.4M -3% 2.28% 166% 156
FG
2017
Fiduciary Group
Georgia
$783M -$30.6M -4% 2.92% 57.5% 249
II
2018
Inspire Investing
Idaho
$783M -$43.4M -5% 2.67% 68% 905
NIM
2019
NEOS Investment Management
Connecticut
$783M – – 2.35% – 357
CIP
2020
CAS Investment Partners
Connecticut
$780M +$123M +19% 36.4% 958% 5
ICP
2021
Ironvine Capital Partners
Nebraska
$779M -$44.2M -5% 5.07% 63.7% 45
CA
2022
CapWealth Advisors
Tennessee
$779M -$40.6M -5% 4.66% 114% 108
ROTUOC
2023
Regents of the University of California
California
$779M -$19.8M -2% 2.43% 76.8% 30
HP
2024
Harvey Partners
New York
$779M -$29.6M -4% 1.12% 117% 45
MC
2025
Montag & Caldwell
Georgia
$779M -$40.9M -5% 4.69% 91.3% 91
79 80
81
82 83