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
NCMU
2001
NAYA Capital Management (UK)
United Kingdom
$1.18B -$129M -10% 6
KA
2002
Kintegral Advisory
New York
$1.18B +$76.8M +7% 237
MMC
2003
Mizuho Markets Cayman
Cayman Islands
$1.17B -$221M -16% 115
ACM
2004
Atika Capital Management
New York
$1.17B +$217M +23% 92
CIS
2005
Connors Investor Services
Pennsylvania
$1.17B +$44.5M +4% 170
CCA
2006
Clearwater Capital Advisors
Illinois
$1.17B +$79.1M +7% 170
RWM
2007
RKL Wealth Management
Pennsylvania
$1.17B +$35.5M +3% 183
PHS
2008
PFM Health Sciences
California
$1.17B +$18.3M +2% 82
HCM
2009
Hengehold Capital Management
Ohio
$1.17B +$74.7M +7% 220
EC
2010
Elequin Capital
New York
$1.17B +$448M +62% 383
FFBTD
2011
First Financial Bank - Trust Division
Ohio
$1.17B +$33.2M +3% 216
AIP
2012
Alexis Investment Partners
Texas
$1.17B +$938M +404% 100
PIMJS
2013
PKO Investment Management Joint-Stock
Poland
$1.17B +$240M +26% 213
HFM
2014
Hartford Funds Management
Pennsylvania
$1.17B +$5.57M +0.5% 102
JAFL
2015
Jay A. Fishman Ltd
Michigan
$1.17B +$122M +12% 85
SFS
2016
Summit Financial Strategies
Ohio
$1.17B +$86M +8% 161
TW
2017
TritonPoint Wealth
Maryland
$1.17B +$85.5M +8% 357
JEST
2018
JTC Employer Solutions Trustee
Jersey
$1.17B +$117M +11% 327
EC
2019
Estate Counselors
Wisconsin
$1.16B +$147M +14% 110
SSP
2020
Sixth Street Partners
Texas
$1.16B -$95.8M -8% 8
CFFNO
2021
Common Fund For Nonprofit Organizations
Connecticut
$1.16B +$195M +20% 28
WP
2022
Waycross Partners
Kentucky
$1.16B +$101M +10% 98
TIA
2023
Traphagen Investment Advisors
New Jersey
$1.16B +$106M +10% 201
ACM
2024
AlphaStar Capital Management
North Carolina
$1.16B -$263M -18% 377
CC
2025
Clearline Capital
New York
$1.16B +$21.7M +2% 138