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
FCCPG
2001
FountainVest China Capital Partners GP3
Cayman Islands
$1.2B -$189M -14% 2
SGDR
2002
SPX Gestao de Recursos
Brazil
$1.2B +$223M +23% 104
GP
2003
Guardian Partners
Canada
$1.2B -$47.9M -4% 217
AWA
2004
Amplius Wealth Advisors
Pennsylvania
$1.2B +$7.79M +0.7% 187
AIM
2005
Anchor Investment Management
South Carolina
$1.2B -$32M -3% 1,099
CA
2006
Callahan Advisors
Texas
$1.2B -$18.5M -2% 187
KL
2007
KWMG LLC
Kansas
$1.2B +$37.7M +3% 153
CCM
2008
Condor Capital Management
New Jersey
$1.2B -$38.4M -3% 188
JEST
2009
JTC Employer Solutions Trustee
Jersey
$1.2B -$276M -19% 321
TTWM
2010
TCV Trust & Wealth Management
Virginia
$1.19B -$45.3M -4% 232
KOC
2011
Koss-Olinger Consulting
Florida
$1.19B -$97.7M -8% 291
MC
2012
Maplelane Capital
New York
$1.19B -$567M -32% 67
SCM
2013
Sone Capital Management
New York
$1.19B -$41.4M -3% 129
MMFA
2014
Main Management Fund Advisors
California
$1.19B +$93.9M +9% 8
TF
2015
Talbot Financial
Washington
$1.19B -$24.9M -2% 70
BOPW
2016
Brandywine Oak Private Wealth
Pennsylvania
$1.19B -$1.99M -0.2% 241
PIMJS
2017
PKO Investment Management Joint-Stock
Poland
$1.19B -$65M -5% 234
PAMJ
2018
Parvus Asset Management Jersey
Jersey
$1.18B -$750M -39% 1
AWAG
2019
ARS Wealth Advisors Group
Florida
$1.18B +$75M +7% 209
JMFC
2020
J.M. Forbes & Co
Massachusetts
$1.18B -$52.7M -4% 153
CTC
2021
Chai Trust Company
Illinois
$1.18B +$21.1M +2% 11
NCMU
2022
NAYA Capital Management (UK)
United Kingdom
$1.18B -$147M -11% 5
NNPTE
2023
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.18B +$52.4M +5% 56
MTC
2024
McDaniel Terry & Co
Texas
$1.18B +$28.7M +2% 81
OA
2025
Oxbow Advisors
Texas
$1.18B +$39.8M +3% 278