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
TAM
2001
Titleist Asset Management
Texas
$1.24B +$99.1M +9% 393
CCM
2002
Condor Capital Management
New Jersey
$1.24B +$15.3M +1% 192
JMFC
2003
J.M. Forbes & Co
Massachusetts
$1.24B +$31.7M +3% 144
QLSGSCF
2004
Quent Long Short Global Small Cap Fund
New York
$1.23B 298
SMM
2005
Stadion Money Management
Georgia
$1.23B -$18.6M -1% 28
SCM
2006
Sone Capital Management
New York
$1.23B +$37.6M +3% 128
CFFNO
2007
Common Fund For Nonprofit Organizations
Connecticut
$1.23B +$67.7M +6% 28
AIM
2008
Anchor Investment Management
South Carolina
$1.23B +$23.4M +2% 1,088
4WM
2009
49 Wealth Management
Texas
$1.23B +$168M +16% 224
PPC
2010
Park Presidio Capital
California
$1.23B +$79.5M +7% 15
AF
2011
Aquamarine Financial
$1.23B +$254M +26% 13
MP
2012
Mangrove Partners
Connecticut
$1.23B -$126M -9% 461
XF
2013
XML Financial
Maryland
$1.23B -$2.79M -0.2% 460
CCFM
2014
Clear Creek Financial Management
Washington
$1.23B +$71M +6% 620
WP
2015
Waycross Partners
Kentucky
$1.22B +$59.6M +5% 99
QI
2016
QV Investors
Alberta, Canada
$1.22B +$66.7M +6% 68
JLBC
2017
J.L. Bainbridge & Co
Florida
$1.22B +$38M +3% 108
CCM
2018
Coliseum Capital Management
Connecticut
$1.22B +$197M +19% 14
HFM
2019
Hartford Funds Management
Pennsylvania
$1.22B +$53.5M +5% 102
TCCM
2020
Two Creeks Capital Management
New York
$1.22B -$171M -12% 30
BCM
2021
Brown Capital Management
Maryland
$1.22B -$1.21B -50% 58
RWM
2022
RKL Wealth Management
Pennsylvania
$1.22B +$45.1M +4% 187
HCM
2023
HMI Capital Management
California
$1.22B -$514M -30% 14
FFBTD
2024
First Financial Bank - Trust Division
Ohio
$1.22B +$46.6M +4% 219
ODIJL
2025
One Day In July LLC
Vermont
$1.22B +$35.1M +3% 151