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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ITP
2001
Iron Triangle Partners
Connecticut
$954M -$12.4M -1% 4.09% 134% 37
6CM
2002
683 Capital Management
New York
$954M -$27M -3% 0.89% 136% 152
SBCM
2003
Schwerin Boyle Capital Management
Massachusetts
$953M -$51.9M -5% 0.91% 91% 53
PCP
2004
Proficio Capital Partners
Massachusetts
$952M +$44M +5% 4.18% 81.3% 344
AHC
2005
Anderson Hoagland & Co
Missouri
$952M +$60.6M +7% 3.48% 86.2% 138
NIM
2006
Nexus Investment Management
Ontario, Canada
$952M -$85.7M -8% 2.69% 44.2% 78
RIA
2007
Recurrent Investment Advisors
Texas
$950M +$87.4M +10% 2.79% 68.9% 52
AVLSA
2008
Atlas Venture Life Science Advisors
Massachusetts
$950M -$134M -12% 1.09% 287% 16
MGWM
2009
Marks Group Wealth Management
Minnesota
$949M -$7.24M -0.8% 0.14% 69.3% 308
JAFL
2010
Jay A. Fishman Ltd
Michigan
$949M +$43.9M +5% 7.38% 102% 93
MBA
2011
Maple-Brown Abbott
Australia
$948M -$29M -3% 0.56% 7.92% 16
JFA
2012
JNBA Financial Advisors
Minnesota
$948M -$4.39M -0.5% 0.22% 46.1% 685
SC
2013
Sagefield Capital
Texas
$948M +$130M +16% 2.79% 85.2% 119
WIC
2014
Water Island Capital
New York
$947M +$64.3M +7% 5.58% 385% 93
AL
2015
Arnhold LLC
New York
$947M +$2.22M +0.2% 2.19% 77.1% 122
TC
2016
Torno Capital
Massachusetts
$947M +$482M +104% 5.17% 243
LCS
2017
Levin Capital Strategies
New York
$946M -$39.9M -4% 0.13% 82% 272
GEM
2018
Global Endowment Management
North Carolina
$945M -$14.9M -2% 2.26% 32.7% 140
SIA
2019
Soltis Investment Advisors
Utah
$945M +$51.3M +6% 2.88% 59.9% 346
CCA
2020
Clearwater Capital Advisors
Illinois
$944M +$6.48M +0.7% 0.54% 32.9% 162
CM
2021
Caption Management
Oklahoma
$944M +$36.2M +4% 0.93% 12.2% 915
FBFS
2022
First Business Financial Services
Wisconsin
$943M +$10.7M +1% 1.76% 56.9% 173
KCM
2023
Kathmere Capital Management
Pennsylvania
$943M +$69.7M +8% 0.71% 41.5% 362
HT
2024
Headlands Technologies
Illinois
$943M +$526M +126% 2.51% 1,712
WCM
2025
Wealthcare Capital Management
Virginia
$942M +$42.1M +5% 1.95% 31.2% 88