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
JC
2001
Jacobs & Co
California
$954M +$9.5M +1% 125
ITP
2002
Iron Triangle Partners
Connecticut
$954M -$12.4M -1% 37
6CM
2003
683 Capital Management
New York
$954M -$27M -3% 152
SBCM
2004
Schwerin Boyle Capital Management
Massachusetts
$953M -$51.9M -5% 53
PCP
2005
Proficio Capital Partners
Massachusetts
$952M +$44M +5% 344
AHC
2006
Anderson Hoagland & Co
Missouri
$952M +$60.6M +7% 138
NIM
2007
Nexus Investment Management
Ontario, Canada
$952M -$85.7M -8% 78
RIA
2008
Recurrent Investment Advisors
Texas
$950M +$87.4M +10% 52
AVLSA
2009
Atlas Venture Life Science Advisors
Massachusetts
$950M -$134M -12% 16
MGWM
2010
Marks Group Wealth Management
Minnesota
$949M -$7.24M -0.8% 308
JAFL
2011
Jay A. Fishman Ltd
Michigan
$949M +$43.9M +5% 93
MBA
2012
Maple-Brown Abbott
Australia
$948M -$29M -3% 16
JFA
2013
JNBA Financial Advisors
Minnesota
$948M -$4.39M -0.5% 685
SC
2014
Sagefield Capital
Texas
$948M +$130M +16% 119
WIC
2015
Water Island Capital
New York
$947M +$64.3M +7% 93
AL
2016
Arnhold LLC
New York
$947M +$2.22M +0.2% 122
TC
2017
Torno Capital
Massachusetts
$947M +$482M +104% 243
LCS
2018
Levin Capital Strategies
New York
$946M -$39.9M -4% 272
GEM
2019
Global Endowment Management
North Carolina
$945M -$14.9M -2% 140
SIA
2020
Soltis Investment Advisors
Utah
$945M +$51.3M +6% 346
CCA
2021
Clearwater Capital Advisors
Illinois
$944M +$6.48M +0.7% 162
CM
2022
Caption Management
Oklahoma
$944M +$36.2M +4% 915
FBFS
2023
First Business Financial Services
Wisconsin
$943M +$10.7M +1% 173
KCM
2024
Kathmere Capital Management
Pennsylvania
$943M +$69.7M +8% 362
HT
2025
Headlands Technologies
Illinois
$943M +$526M +126% 1,712