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
MIM
2001
Morningstar Investment Management
Illinois
$957M +$34.8M +4% 205
FCM
2002
FJ Capital Management
Virginia
$956M -$26.6M -3% 142
TI
2003
Trigran Investments
Illinois
$956M -$75.3M -7% 22
TCM
2004
TD Capital Management
Tennessee
$956M +$18.3M +2% 541
SL
2005
Sonnipe Ltd
Isle Of Man
$956M +$6.55M +0.7% 21
KCM
2006
Kynam Capital Management
New Jersey
$955M +$56.3M +6% 27
TF
2007
Tompkins Financial
New York
$955M +$70.6M +8% 658
JC
2008
Jacobs & Co
California
$954M +$9.5M +1% 125
ITP
2009
Iron Triangle Partners
Connecticut
$954M -$12.4M -1% 37
6CM
2010
683 Capital Management
New York
$954M -$27M -3% 152
SBCM
2011
Schwerin Boyle Capital Management
Massachusetts
$953M -$51.9M -5% 53
PCP
2012
Proficio Capital Partners
Massachusetts
$952M +$44M +5% 344
AHC
2013
Anderson Hoagland & Co
Missouri
$952M +$60.6M +7% 138
NIM
2014
Nexus Investment Management
Ontario, Canada
$952M -$85.7M -8% 78
RIA
2015
Recurrent Investment Advisors
Texas
$950M +$87.4M +10% 52
AVLSA
2016
Atlas Venture Life Science Advisors
Massachusetts
$950M -$134M -12% 16
MGWM
2017
Marks Group Wealth Management
Minnesota
$949M -$7.24M -0.8% 308
JAFL
2018
Jay A. Fishman Ltd
Michigan
$949M +$43.9M +5% 93
MBA
2019
Maple-Brown Abbott
Australia
$948M -$29M -3% 16
JFA
2020
JNBA Financial Advisors
Minnesota
$948M -$4.39M -0.5% 685
SC
2021
Sagefield Capital
Texas
$948M +$130M +16% 119
WIC
2022
Water Island Capital
New York
$947M +$64.3M +7% 93
AL
2023
Arnhold LLC
New York
$947M +$2.22M +0.2% 122
TC
2024
Torno Capital
Massachusetts
$947M +$482M +104% 243
LCS
2025
Levin Capital Strategies
New York
$946M -$39.9M -4% 272