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
CCM
2001
Callodine Capital Management
Massachusetts
$1.25B +$104M +9% 62
CS
2002
Central Securities
New York
$1.24B +$29.1M +2% 29
BSB
2003
Bangor Savings Bank
Maine
$1.24B +$42.8M +4% 629
AO
2004
Advisor OS
Illinois
$1.24B +$83.1M +7% 525
OPFM
2005
Optimus Prime Fund Management
Cayman Islands
$1.24B +$112M +10% 27
RIA
2006
Retirement Investment Advisors
Oklahoma
$1.24B +$37.9M +3% 73
TBC
2007
Tweedy, Browne Co
Connecticut
$1.24B +$87.1M +8% 101
TTWM
2008
TCV Trust & Wealth Management
Virginia
$1.24B +$44.2M +4% 234
LI
2009
LRI Investments
Florida
$1.24B +$16.4M +1% 1,424
TAM
2010
Titleist Asset Management
Texas
$1.24B +$99.1M +9% 393
CCM
2011
Condor Capital Management
New Jersey
$1.24B +$15.3M +1% 192
JMFC
2012
J.M. Forbes & Co
Massachusetts
$1.24B +$31.7M +3% 144
QLSGSCF
2013
Quent Long Short Global Small Cap Fund
New York
$1.23B 298
SMM
2014
Stadion Money Management
Georgia
$1.23B -$18.6M -1% 28
SCM
2015
Sone Capital Management
New York
$1.23B +$37.6M +3% 128
CFFNO
2016
Common Fund For Nonprofit Organizations
Connecticut
$1.23B +$67.7M +6% 28
AIM
2017
Anchor Investment Management
South Carolina
$1.23B +$23.4M +2% 1,088
4WM
2018
49 Wealth Management
Texas
$1.23B +$168M +16% 224
PPC
2019
Park Presidio Capital
California
$1.23B +$79.5M +7% 15
AF
2020
Aquamarine Financial
$1.23B +$254M +26% 13
MP
2021
Mangrove Partners
Connecticut
$1.23B -$126M -9% 461
XF
2022
XML Financial
Maryland
$1.23B -$2.79M -0.2% 460
CCFM
2023
Clear Creek Financial Management
Washington
$1.23B +$71M +6% 620
WP
2024
Waycross Partners
Kentucky
$1.22B +$59.6M +5% 99
QI
2025
QV Investors
Alberta, Canada
$1.22B +$66.7M +6% 68