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
MIA
2001
MMBG Investment Advisors
Florida
$793M -$30.1M -4% 161
FHC
2002
First Heartland Consultants
Missouri
$793M +$21.9M +3% 415
PP
2003
PDT Partners
New York
$793M +$65.5M +9% 709
TCBWMS
2004
Texas Capital Bank Wealth Management Services
Texas
$792M -$140M -15% 247
CPA
2005
Cardiff Park Advisors
California
$791M -$23.4M -3% 330
JAFL
2006
Jay A. Fishman Ltd
Michigan
$790M -$35.7M -4% 100
TFP
2007
Triple Frond Partners
California
$788M +$12.7M +2% 10
NCM
2008
Nantahala Capital Management
Connecticut
$788M -$35.9M -4% 137
PO
2009
Private Ocean
California
$788M -$1.83M -0.2% 603
BCM
2010
Beryl Capital Management
California
$787M +$462M +143% 42
PSAMP
2011
P. Schoenfeld Asset Management (PSAM)
New York
$785M +$49.7M +7% 129
FBFS
2012
First Business Financial Services
Wisconsin
$785M -$25.9M -3% 173
OCAM
2013
Owl Creek Asset Management
New York
$785M -$450M -36% 153
IB
2014
Intrust Bank
Kansas
$784M -$40.5M -5% 399
TWA
2015
TCI Wealth Advisors
Arizona
$784M +$629K +0.1% 206
ORI
2016
Oak Ridge Investments
Illinois
$784M -$27.4M -3% 156
FG
2017
Fiduciary Group
Georgia
$783M -$30.6M -4% 249
II
2018
Inspire Investing
Idaho
$783M -$43.4M -5% 905
CIP
2019
CAS Investment Partners
Connecticut
$780M +$123M +19% 5
ICP
2020
Ironvine Capital Partners
Nebraska
$779M -$44.2M -5% 45
CA
2021
CapWealth Advisors
Tennessee
$779M -$40.6M -5% 108
ROTUOC
2022
Regents of the University of California
California
$779M -$19.8M -2% 30
HP
2023
Harvey Partners
New York
$779M -$29.6M -4% 45
MC
2024
Montag & Caldwell
Georgia
$779M -$40.9M -5% 91
TSAM
2025
Trinity Street Asset Management
United Kingdom
$778M -$124M -14% 24