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
FNFDCM
2001
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.01B +$34.2M +3% 169
MIM
2002
Morningstar Investment Management
Illinois
$1.01B +$53.8M +6% 243
PNAA
2003
Pictet North America Advisors
Switzerland
$1.01B +$89.4M +10% 144
FI
2004
FJ Investments
Utah
$1.01B -$16.7M -2% 4
S
2005
Siemens
Germany
$1.01B +$252M +33% 2
GI
2006
GAMMA Investing
California
$1.01B +$275M +37% 3,706
FAT
2007
First American Trust
California
$1.01B +$11M +1% 233
MBA
2008
Maple-Brown Abbott
Australia
$1.01B +$59.7M +6% 17
OA
2009
Oxbow Advisors
Texas
$1.01B +$156M +18% 245
JAFL
2010
Jay A. Fishman Ltd
Michigan
$1.01B +$57.6M +6% 93
BST
2011
Bath Savings Trust
Maine
$1.01B +$66.2M +7% 173
RIA
2012
Recurrent Investment Advisors
Texas
$1.01B +$55.8M +6% 56
PCP
2013
Proficio Capital Partners
Massachusetts
$1.01B +$53.1M +6% 349
PRA
2014
Pine Ridge Advisers
New York
$1B +$66.2M +7% 36
AO
2015
Advisor OS
Illinois
$1B +$91.3M +10% 427
TCMNY
2016
Thrive Capital Management (New York)
New York
$1B +$151M +18% 4
QOP
2017
Quinn Opportunity Partners
Virginia
$1B +$141M +16% 340
TSAM
2018
Trinity Street Asset Management
United Kingdom
$1B -$130M -11% 16
KCMH
2019
Keywise Capital Management (HK)
Hong Kong
$1B +$176M +21% 14
M
2020
MOTCO
Texas
$1B -$694M -41% 791
JC
2021
Jacobs & Co
California
$1B +$45.9M +5% 127
IB
2022
Intrust Bank
Kansas
$1,000M +$59.4M +6% 387
KGI
2023
Kopernik Global Investors
Florida
$1,000M +$112M +13% 34
GAM
2024
Gemmer Asset Management
California
$999M +$64.9M +7% 152
FBFS
2025
First Business Financial Services
Wisconsin
$999M +$56M +6% 166