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
TFA
2001
Transamerica Financial Advisors
Florida
$1.01B -$14M -1% 599
CGA
2002
Crescent Grove Advisors
Illinois
$1.01B +$28.5M +3% 297
USGIU
2003
U.S. Global Investors (USGI)
Texas
$1.01B -$29.6M -3% 147
COLIM
2004
City of London Investment Management
United Kingdom
$1.01B -$144M -13% 93
FFM
2005
Fairmount Funds Management
Pennsylvania
$1.01B -$227M -18% 18
ACP
2006
Atalan Capital Partners
New York
$1.01B -$158M -14% 10
APM
2007
Avidity Partners Management
Texas
$1B -$957M -49% 85
TAM
2008
Telemark Asset Management
Massachusetts
$1B +$12.5M +1% 69
FAT
2009
First American Trust
California
$1B -$6.22M -0.6% 244
GGI
2010
Godsey & Gibb Inc
Virginia
$1B -$43.8M -4% 444
SPC
2011
Silver Point Capital
Connecticut
$1B -$64.8M -6% 15
HHAA
2012
Henry H. Armstrong Associates
Pennsylvania
$1B -$43.8M -4% 63
FCP
2013
Fidelis Capital Partners
Florida
$1B +$160M +19% 458
NIM
2014
Nexus Investment Management
Ontario, Canada
$1,000M -$20M -2% 73
8KM
2015
8 Knots Management
Texas
$999M +$153M +18% 20
BW
2016
Browning West
California
$998M -$47.6M -5% 3
FG
2017
Fiduciary Group
Georgia
$997M +$9.71M +1% 278
UMC
2018
UNC Management Company
North Carolina
$995M +$380M +62% 4
HT
2019
Headlands Technologies
Illinois
$995M +$126M +14% 1,681
OHIF
2020
Oriental Harbor Investment Fund
Hong Kong
$995M +$26M +3% 14
TCC
2021
Trans-Canada Capital
Quebec, Canada
$994M 16
MW
2022
MBL Wealth
North Carolina
$994M +$66M +7% 230
TCA
2023
Troluce Capital Advisors
Puerto Rico
$993M +$433M +77% 79
WCM
2024
Wealthcare Capital Management
Virginia
$993M -$4.4M -0.4% 89
CHP
2025
Cable Hill Partners
Oregon
$992M -$24.9M -2% 261