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
SEC
2001
Seven Eight Capital
New York
$958M -$53.5K -0% 932
SWP
2002
Strategic Wealth Partners
Ohio
$958M +$46.1M +5% 312
GC
2003
Globeflex Capital
California
$957M -$69.4M -7% 537
MIM
2004
Morningstar Investment Management
Illinois
$957M +$34.8M +4% 205
FCM
2005
FJ Capital Management
Virginia
$956M -$26.6M -3% 142
TI
2006
Trigran Investments
Illinois
$956M -$75.3M -7% 22
TCM
2007
TD Capital Management
Tennessee
$956M +$18.3M +2% 541
SL
2008
Sonnipe Ltd
Isle Of Man
$956M +$6.55M +0.7% 21
KCM
2009
Kynam Capital Management
New Jersey
$955M +$56.3M +6% 27
TF
2010
Tompkins Financial
New York
$955M +$70.6M +8% 658
JC
2011
Jacobs & Co
California
$954M +$9.5M +1% 125
ITP
2012
Iron Triangle Partners
Connecticut
$954M -$12.4M -1% 37
6CM
2013
683 Capital Management
New York
$954M -$27M -3% 152
SBCM
2014
Schwerin Boyle Capital Management
Massachusetts
$953M -$51.9M -5% 53
PCP
2015
Proficio Capital Partners
Massachusetts
$952M +$44M +5% 344
AHC
2016
Anderson Hoagland & Co
Missouri
$952M +$60.6M +7% 138
NIM
2017
Nexus Investment Management
Ontario, Canada
$952M -$85.7M -8% 78
RIA
2018
Recurrent Investment Advisors
Texas
$950M +$87.4M +10% 52
AVLSA
2019
Atlas Venture Life Science Advisors
Massachusetts
$950M -$134M -12% 16
MGWM
2020
Marks Group Wealth Management
Minnesota
$949M -$7.24M -0.8% 308
JAFL
2021
Jay A. Fishman Ltd
Michigan
$949M +$43.9M +5% 93
MBA
2022
Maple-Brown Abbott
Australia
$948M -$29M -3% 16
JFA
2023
JNBA Financial Advisors
Minnesota
$948M -$4.39M -0.5% 685
SC
2024
Sagefield Capital
Texas
$948M +$130M +16% 119
WIC
2025
Water Island Capital
New York
$947M +$64.3M +7% 93