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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AWM
1901
Avior Wealth Management
Nebraska
$571M +$13.2M +2% 1.13% 55.4% 930
HR
1902
Howe & Rusling
New York
$571M -$8.19M -1% 0.76% 65.8% 895
BAWC
1903
Black-and-white Capital
California
$570M -$104M -15% 0.39% 124% 60
BCC
1904
Biglari Capital Corp
Texas
$570M -$177M -24% 1.07% 91.6% 12
DTL
1905
Dynamic Technology Lab
Singapore
$569M -$24.7M -4% 2.28% 24.8% 1,458
PFM
1906
Phillips Financial Management
Indiana
$569M +$22.7M +4% 0.89% 31.6% 79
BHMP
1907
Bardin Hill Management Partners
New York
$569M -$154M -21% 2.68% 277% 44
MGM
1908
Miura Global Management
New York
$568M -$49.8M -8% 2.77% 396% 35
NC
1909
Northcape Capital
Australia
$567M +$16M +3% 0.8% – 19
WCP
1910
Waterfront Capital Partners
New York
$567M +$7.54M +1% 6.32% 54.5% 58
CWM
1911
Cornerstone Wealth Management
Missouri
$567M +$10.1M +2% 1.86% – 370
CNBT
1912
Canandaigua National Bank & Trust
New York
$567M +$23.7M +4% 2.23% – 298
PC
1913
PM Capital
Australia
$567M -$28.3M -5% 3.28% 105% 25
JC
1914
Joho Capital
New York
$566M -$86.8M -13% 5.71% 130% 13
SFSG
1915
Stearns Financial Services Group
North Carolina
$566M +$18.5M +3% 0.99% 26.1% 190
CCA
1916
Clearwater Capital Advisors
Illinois
$566M +$15.4M +3% 0.3% 32.9% 185
PTC
1917
Petrus Trust Company
Texas
$565M +$1.11M +0.2% 0.01% 46.1% 391
MAA
1918
Matrix Asset Advisors
New York
$565M +$1.17M +0.2% 2.1% 59.1% 76
CTA
1919
Colonial Trust Advisors
South Carolina
$565M +$12.9M +2% 2.6% 72.4% 164
CA
1920
Cortland Associates
Missouri
$565M -$67M -11% 0.13% 103% 57
NM
1921
Nokota Management
New York
$565M -$131M -19% 3.18% – 46
PCG
1922
Private Capital Group
Connecticut
$564M +$126M +29% 1.05% 30.1% 2,782
TW
1923
Transform Wealth
Colorado
$563M -$117M -17% 1.72% 48.3% 240
TCM
1924
Tygh Capital Management
Oregon
$563M -$25.5M -4% 2.76% 252% 96
MHIC
1925
Marble Harbor Investment Counsel
Massachusetts
$563M -$15.6M -3% 1.94% 62.5% 153
75 76
77
78 79