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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CCM
1926
Catawba Capital Management
Virginia
$435M +$2.21M +0.5% 0.89% 33.1% 263
CISOA
1927
Capital Investment Services of America
Wisconsin
$435M +$4.31M +1% 2.78% 91% 64
DFG
1928
Delphi Financial Group
Delaware
$435M +$55.7M +15% 1.6% 50.4% 20
AAM
1929
Aureus Asset Management
Massachusetts
$435M +$23.6M +6% 5.16% 88.4% 166
EMA
1930
Efficient Market Advisors
California
$435M +$26.3M +6% 2.45% 5.97% 159
BCM
1931
BTC Capital Management
Iowa
$435M +$30.7M +8% 2.69% 167
SC
1932
Salzman & Co
New York
$435M -$12.1M -3% 1.63% 15.7% 21
PWP
1933
Private Wealth Partners
California
$434M +$8.96M +2% 0.36% 94% 157
VM
1934
VHCP Management
New York
$434M +$70.8M +19% 24.1% 233% 22
BFA
1935
Bragg Financial Advisors
North Carolina
$434M +$21.7M +5% 0.22% 73% 232
TAT
1936
TD Ameritrade Trust
Colorado
$433M +$21.2M +5% 2.22% 21.7% 51
RP
1937
Ridgegate Proprietary
Australia
$433M -$12.1M -3% 2.55% 2
BOK
1938
Bank of Kentucky
Kentucky
$432M -$29.5M -6% 1.45% 297
EOJOAM
1939
E. Ohman J:or Asset Management
Sweden
$431M +$11.4M +3% 1.82% 112% 534
DIA
1940
Dean Investment Associates
Ohio
$431M -$719K -0.2% 0.72% 31.8% 251
PAM
1941
Premier Asset Management
Illinois
$431M +$22.5M +5% 3.21% 104% 105
TSAM
1942
Trinity Street Asset Management
United Kingdom
$431M -$8.9M -2% 0.49% 72.7% 17
ACM
1943
Addison Clark Management
Connecticut
$430M -$152M -26% 9.73% 11% 20
PTC
1944
Petrus Trust Company
Texas
$429M +$22.1M +5% 0.07% 46.1% 79
HH
1945
Harbinger Holdings
New York
$429M -$57.8M -12% 11.9% 43.3% 1
CB
1946
Community Bank
New York
$429M -$11.8M -3% 0.91% 50.4% 384
CF
1947
CNA Financial
Illinois
$429M -$505K -0.1% 0.22% 79.4% 196
JFG
1948
JMG Financial Group
Illinois
$428M +$45M +12% 2.02% 48.2% 57
HC
1949
Hawkins Capital
Texas
$428M -$220M -34% 6.45% 8.16% 17
OMC
1950
Old Mission Capital
Illinois
$427M -$123M -22% 3.41% 19.5% 296