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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SAM
1926
Silverback Asset Management
North Carolina
$574M +$118M +26% 1.28% 10.1% 58
WRBC
1927
W.R. Berkley Corp
Connecticut
$573M +$101M +21% 5.88% 36.1% 141
LWA
1928
Lenox Wealth Advisors
New York
$573M +$40.2M +8% 2.25% 35.7% 687
WC
1929
Woodstock Corp
Massachusetts
$573M +$14.6M +3% 4.34% 97.4% 164
EA
1930
Efficient Advisors
Ohio
$573M +$639K +0.1% 1.13% 31% 50
TMAM
1931
Tokio Marine Asset Management
Japan
$572M +$33.6M +6% 7.55% 135% 246
SCM
1932
SIR Capital Management
New York
$572M +$27.5M +5% 6.34% 39.5% 73
GFWEX
1933
G.F.W. Energy XI
Texas
$572M -$269M -32% 30.9% 2
CLC
1934
Charles-Lim Capital
Hong Kong
$571M +$85.4M +18% 33.3% 10.4% 4
CF
1935
Cypress Funds
California
$570M -$946K -0.2% 11.3% 202% 21
AL
1936
Arnhold LLC
New York
$570M +$14.3M +3% 3.55% 77.1% 139
PFMOSF
1937
Philadelphia Financial Management of San Francisco
California
$569M -$24.6M -4% 5.79% 113% 62
FBP
1938
Flippin Bruce & Porter
Virginia
$569M +$10.4M +2% 1.59% 44.4% 80
MCA
1939
Mendon Capital Advisors
Florida
$569M -$77.3M -12% 4.74% 90
JGUA
1940
John G. Ullman & Associates
New York
$569M +$16.2M +3% 1.92% 60.4% 152
TWI
1941
Thomas White International
Illinois
$568M +$13.9M +3% 0.19% 34.9% 257
GP
1942
Girard Partners
Pennsylvania
$567M +$30.5M +6% 4.5% 25.7% 242
BSB
1943
Bangor Savings Bank
Maine
$567M +$34.5M +6% 2.42% 38.1% 172
VC
1944
Vestor Capital
Illinois
$567M +$20.4M +4% 4.22% 164% 156
II
1945
INCA Investments
Florida
$566M -$17M -3% 12.7% 170% 13
JVBC
1946
J.V. Bruni & Co
Colorado
$566M +$15.1M +3% 3.27% 75.3% 29
FM
1947
Forward Management
California
$566M -$106M -16% 1.01% 36.9% 50
PTC
1948
Petrus Trust Company
Texas
$564M +$48.1M +9% 3.69% 46.1% 383
MAA
1949
Matrix Asset Advisors
New York
$564M -$21.2M -4% 3.97% 59.1% 71
3C
1950
361 Capital
Colorado
$563M -$12.6M -2% 8.17% 118% 427