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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFA
1926
Bragg Financial Advisors
North Carolina
$412M +$16.4M +4% 6.78% 73% 230
TAT
1927
TD Ameritrade Trust
Colorado
$412M +$54.2M +15% 1.73% 21.7% 55
VCAM
1928
Valentine Capital Asset Management
California
$411M +$152M +59% 6.34% – 112
MG
1929
MDE Group
New Jersey
$411M +$7.32M +2% 2.19% – 63
AAM
1930
Aureus Asset Management
Massachusetts
$411M +$12.8M +3% 7.27% 88.4% 155
STCG
1931
Speece Thorson Capital Group
Minnesota
$411M +$19.7M +5% 7.46% 28.3% 40
RMCP
1932
Red Mountain Capital Partners
California
$410M +$109M +36% 15% 37.4% 15
HC
1933
Highmount Capital
New York
$410M +$8.69M +2% 3.47% – 147
EWM
1934
Empirical Wealth Management
Washington
$409M -$4.07M -1% 0.45% 52.9% 108
PAM
1935
Premier Asset Management
Illinois
$409M +$17.8M +5% 9.37% 104% 104
EMA
1936
Efficient Market Advisors
California
$408M +$30.3M +8% 1.24% 5.97% 268
PTC
1937
Petrus Trust Company
Texas
$407M +$1.73M +0.4% 6.81% 46.1% 69
GCM
1938
GoodHaven Capital Management
New Jersey
$407M -$80.8M -17% 5.98% 108% 27
EOCM
1939
Energy Opportunities Capital Management
Texas
$407M -$94M -19% 16.8% 211% 48
KCP
1940
KDI Capital Partners
North Carolina
$407M +$8.09M +2% 13% 77.1% 40
LPVHS
1941
Lexington Partners VI Holdings Sub
New York
$406M +$15.9M +4% 4.08% – 1
RGI
1942
River Global Investors
United Kingdom
$406M -$102M -20% 6.23% 49.7% 97
CWM
1943
Cabot Wealth Management
Massachusetts
$405M +$14.5M +4% 5.38% 70.4% 159
BRCA
1944
Birch Run Capital Advisors
Texas
$404M +$21.8M +6% 0.83% 8.1% 22
BCM
1945
BTC Capital Management
Iowa
$404M +$9.33M +2% 4.65% – 152
LAM
1946
Lingohr Asset Management
Germany
$403M -$287M -42% 3.23% 112% 119
PAS
1947
Park Avenue Securities
New York
$403M – – 0.28% 52.7% 23
DAM
1948
Davis Asset Management
California
$403M +$36.9M +10% 6.31% 84.2% 29
MFIMFI
1949
Mesirow Financial Investment Management - Fixed Income
Illinois
$402M +$6.18M +2% 10.7% 26% 187
MTIP
1950
Magee Thomson Investment Partners
California
$402M -$3.67M -0.9% 6.38% 94.3% 186
76 77
78
79 80