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
DAM
2001
Delta Asset Management
Tennessee
$1.18B +$28.6M +2% 623
B
2002
BloombergSen
Ontario, Canada
$1.18B -$5.95M -0.5% 32
BFFIM
2003
Baring Fintech Fund III Managers
Guernsey
$1.18B -$206M -15% 1
CA
2004
Callahan Advisors
Texas
$1.18B +$64.7M +6% 176
WA
2005
Waddell & Associates
Tennessee
$1.18B +$239M +25% 338
NCMU
2006
NAYA Capital Management (UK)
United Kingdom
$1.18B -$129M -10% 6
KA
2007
Kintegral Advisory
New York
$1.18B +$76.8M +7% 237
MMC
2008
Mizuho Markets Cayman
Cayman Islands
$1.17B -$221M -16% 115
ACM
2009
Atika Capital Management
New York
$1.17B +$217M +23% 92
CIS
2010
Connors Investor Services
Pennsylvania
$1.17B +$44.5M +4% 170
CCA
2011
Clearwater Capital Advisors
Illinois
$1.17B +$79.1M +7% 170
RWM
2012
RKL Wealth Management
Pennsylvania
$1.17B +$35.5M +3% 183
PHS
2013
PFM Health Sciences
California
$1.17B +$18.3M +2% 82
HCM
2014
Hengehold Capital Management
Ohio
$1.17B +$74.7M +7% 220
EC
2015
Elequin Capital
New York
$1.17B +$448M +62% 383
FFBTD
2016
First Financial Bank - Trust Division
Ohio
$1.17B +$33.2M +3% 216
AIP
2017
Alexis Investment Partners
Texas
$1.17B +$938M +404% 100
PIMJS
2018
PKO Investment Management Joint-Stock
Poland
$1.17B +$240M +26% 213
HFM
2019
Hartford Funds Management
Pennsylvania
$1.17B +$5.57M +0.5% 102
JAFL
2020
Jay A. Fishman Ltd
Michigan
$1.17B +$122M +12% 85
SFS
2021
Summit Financial Strategies
Ohio
$1.17B +$86M +8% 161
TW
2022
TritonPoint Wealth
Maryland
$1.17B +$85.5M +8% 357
JEST
2023
JTC Employer Solutions Trustee
Jersey
$1.17B +$117M +11% 327
EC
2024
Estate Counselors
Wisconsin
$1.16B +$147M +14% 110
SSP
2025
Sixth Street Partners
Texas
$1.16B -$95.8M -8% 8