Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GKFF
1526
George Kaiser Family Foundation
Oklahoma
$617M +$34.9M +6% 6.58% 68.4% 20
PP
1527
Patten & Patten
Tennessee
$615M -$124M -17% 6.13% 63.7% 267
CA
1528
Cullinan Associates
Kentucky
$615M -$265M -30% 1.46% 90.8% 97
MA
1529
Montag & Associates
Georgia
$613M +$21.7M +4% 4.73% 68.3% 251
TTWM
1530
TCV Trust & Wealth Management
Virginia
$612M +$18.6M +3% 3.84% 55.3% 179
CCA
1531
Catalyst Capital Advisors
New York
$610M +$170M +39% 1.85% 48% 465
ST
1532
Spinnaker Trust
Maine
$610M +$2.06M +0.3% 3.85% 52% 181
PCM
1533
Prelude Capital Management
New York
$609M +$15.9M +3% 7.12% 112% 2,279
SAM
1534
Serengeti Asset Management
New York
$609M +$9.91M +2% 1.26% 31.6% 54
BT
1535
Beacon Trust
New Jersey
$608M +$23M +4% 4.89% 33.1% 212
KRSITF
1536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$608M +$38.5M +7% 5.31% 97.3% 472
SC
1537
SouthState Corp
Florida
$606M -$14.6M -2% 3.97% 72% 281
WAM
1538
Winslow Asset Management
Ohio
$604M +$28.8M +5% 6.49% 83.4% 94
CHFS
1539
Cobble Hill Financial Services
New Jersey
$604M -$2.13M -0.4% 4.29% – 54
PCA
1540
Personal Capital Advisors
California
$604M +$159M +36% 3.96% 17.6% 88
MP
1541
Makaira Partners
California
$604M +$45.6M +8% 5.55% 49.5% 10
WMC
1542
Westwood Management Corporation
Illinois
$603M +$17.1M +3% 4.56% 44.3% 94
GIM
1543
Goelzer Investment Management
Indiana
$602M +$41.7M +7% 4.82% 63.8% 198
BFPW
1544
BOK Financial Private Wealth
Colorado
$601M +$27.8M +5% 4.48% 54.8% 77
EWM
1545
Endurance Wealth Management
Rhode Island
$600M +$85.3M +17% 6.34% 59% 189
RC
1546
RGM Capital
Florida
$600M +$53.4M +10% 2% 67.3% 22
LNB
1547
Ledyard National Bank
$599M +$11.1M +2% 4.69% 60.7% 748
SAG
1548
Sterne Agee Group
Alabama
$598M +$89.8M +18% 5.32% – 303
FHB
1549
First Hawaiian Bank
Hawaii
$598M +$27.2M +5% 3.17% 63.6% 134
JAM
1550
JCIC Asset Management
Ontario, Canada
$598M +$50.4M +9% 6.4% 41% 86
60 61
62
63 64