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
TCBWMS
2001
Texas Capital Bank Wealth Management Services
Texas
$1.02B +$54.5M +6% 236
GCA
2002
Guardian Capital Advisors
Ontario, Canada
$1.02B +$76.6M +8% 176
QIM
2003
Quantitative Investment Management
Virginia
$1.01B +$97.5M +11% 468
NEWAS
2004
N.E.W. Advisory Services
Wisconsin
$1.01B +$87.7M +9% 188
HIA
2005
Harbor Investment Advisory
Maryland
$1.01B +$55.7M +6% 1,322
PLFA
2006
Pacific Life Fund Advisors
California
$1.01B +$10.5M +1% 23
FNFDCM
2007
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.01B +$34.2M +3% 169
MIM
2008
Morningstar Investment Management
Illinois
$1.01B +$53.8M +6% 243
PNAA
2009
Pictet North America Advisors
Switzerland
$1.01B +$89.4M +10% 144
FI
2010
FJ Investments
Utah
$1.01B -$16.7M -2% 4
S
2011
Siemens
Germany
$1.01B +$252M +33% 2
GI
2012
GAMMA Investing
California
$1.01B +$275M +37% 3,706
FAT
2013
First American Trust
California
$1.01B +$11M +1% 233
MBA
2014
Maple-Brown Abbott
Australia
$1.01B +$59.7M +6% 17
OA
2015
Oxbow Advisors
Texas
$1.01B +$156M +18% 245
JAFL
2016
Jay A. Fishman Ltd
Michigan
$1.01B +$57.6M +6% 93
BST
2017
Bath Savings Trust
Maine
$1.01B +$66.2M +7% 173
RIA
2018
Recurrent Investment Advisors
Texas
$1.01B +$55.8M +6% 56
PCP
2019
Proficio Capital Partners
Massachusetts
$1.01B +$53.1M +6% 349
PRA
2020
Pine Ridge Advisers
New York
$1B +$66.2M +7% 36
AO
2021
Advisor OS
Illinois
$1B +$91.3M +10% 427
TCMNY
2022
Thrive Capital Management (New York)
New York
$1B +$151M +18% 4
QOP
2023
Quinn Opportunity Partners
Virginia
$1B +$141M +16% 340
TSAM
2024
Trinity Street Asset Management
United Kingdom
$1B -$130M -11% 16
KCMH
2025
Keywise Capital Management (HK)
Hong Kong
$1B +$176M +21% 14