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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MIM
2001
Morningstar Investment Management
Illinois
$1.01B +$53.8M +6% 5.16% 44.6% 243
PNAA
2002
Pictet North America Advisors
Switzerland
$1.01B +$89.4M +10% 6.03% 67.7% 144
FI
2003
FJ Investments
Utah
$1.01B -$16.7M -2% 4.28% – 4
S
2004
Siemens
Germany
$1.01B +$252M +33% 33.6% 47.2% 2
GI
2005
GAMMA Investing
California
$1.01B +$275M +37% 7.18% – 3,706
FAT
2006
First American Trust
California
$1.01B +$11M +1% 6.23% 78.9% 233
MBA
2007
Maple-Brown Abbott
Australia
$1.01B +$59.7M +6% 16.8% 7.92% 17
OA
2008
Oxbow Advisors
Texas
$1.01B +$156M +18% 5.77% 51.4% 245
JAFL
2009
Jay A. Fishman Ltd
Michigan
$1.01B +$57.6M +6% 6.5% 102% 93
BST
2010
Bath Savings Trust
Maine
$1.01B +$66.2M +7% 7.91% 59.3% 173
RIA
2011
Recurrent Investment Advisors
Texas
$1.01B +$55.8M +6% 1.66% 68.9% 56
PCP
2012
Proficio Capital Partners
Massachusetts
$1.01B +$53.1M +6% 6.28% 81.3% 349
PRA
2013
Pine Ridge Advisers
New York
$1B +$66.2M +7% 5.46% 87.1% 36
AO
2014
Advisor OS
Illinois
$1B +$91.3M +10% 6.35% 50.7% 427
TCMNY
2015
Thrive Capital Management (New York)
New York
$1B +$151M +18% 19.8% 873% 4
QOP
2016
Quinn Opportunity Partners
Virginia
$1B +$141M +16% 11.8% 47.9% 340
TSAM
2017
Trinity Street Asset Management
United Kingdom
$1B -$130M -11% 2.39% 72.7% 16
KCMH
2018
Keywise Capital Management (HK)
Hong Kong
$1B +$176M +21% 18% 877% 14
M
2019
MOTCO
Texas
$1B -$694M -41% 6.97% 46.5% 791
JC
2020
Jacobs & Co
California
$1B +$45.9M +5% 4.96% 71.6% 127
IB
2021
Intrust Bank
Kansas
$1,000M +$59.4M +6% 6.62% 80.9% 387
KGI
2022
Kopernik Global Investors
Florida
$1,000M +$112M +13% 10.2% 119% 34
GAM
2023
Gemmer Asset Management
California
$999M +$64.9M +7% 6.16% 55.7% 152
FBFS
2024
First Business Financial Services
Wisconsin
$999M +$56M +6% 6.49% 56.9% 166
TCM
2025
TD Capital Management
Tennessee
$999M +$42.6M +4% 4.83% 36.1% 465
79 80
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82 83