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
TCMX
2001
Technology Crossover Management X
California
$954M +$105M +12% 6
CA
2002
Callahan Advisors
Texas
$953M +$91.5M +11% 147
FFS
2003
Founders Financial Securities
Maryland
$953M +$52M +6% 428
KGI
2004
Kopernik Global Investors
Florida
$953M -$12.2M -1% 35
JFA
2005
JNBA Financial Advisors
Minnesota
$952M +$72.9M +8% 737
PP
2006
PDS Planning
Ohio
$952M +$73.8M +8% 402
LGM
2007
Logos Global Management
California
$950M +$50.8M +6% 74
GGI
2008
Godsey & Gibb Inc
Virginia
$950M +$67.5M +8% 426
SL
2009
Sonnipe Ltd
Isle Of Man
$949M +$141M +18% 21
CIS
2010
Connors Investor Services
Pennsylvania
$949M +$58.2M +7% 167
MIA
2011
MMBG Investment Advisors
Florida
$948M +$98.3M +12% 163
AAP
2012
Arax Advisory Partners
Colorado
$948M +$50.5M +6% 1,407
DLIC
2013
Daido Life Insurance Company
Japan
$947M +$61.1M +7% 6
BWC
2014
Blue Whale Capital
United Kingdom
$947M +$168M +21% 18
PIM
2015
Penobscot Investment Management
Massachusetts
$947M +$93.4M +11% 307
AL
2016
Arnhold LLC
New York
$945M +$50.1M +6% 130
JC
2017
Jacobs & Co
California
$945M +$63M +7% 124
PO
2018
Private Ocean
California
$944M -$63.3M -6% 576
PP
2019
Pegasus Partners
Wisconsin
$944M +$87.3M +10% 159
BST
2020
Bath Savings Trust
Maine
$942M +$50M +6% 172
BFS
2021
Bard Financial Services
Connecticut
$941M +$49.5M +6% 241
JLBC
2022
J.L. Bainbridge & Co
Florida
$940M +$122M +15% 93
SMC
2023
Smith, Moore & Co
Missouri
$938M +$89.8M +11% 443
SVWAG
2024
Sound View Wealth Advisors Group
Georgia
$938M +$31.6M +3% 397
ET
2025
Entropy Technologies
New York
$938M +$399M +74% 913