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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RC
2026
Roundview Capital
New Jersey
$159M – – 0.65% 68.1% 108
NEIRG
2027
New England Investment & Retirement Group
Massachusetts
$159M – – 3.12% 72.5% 52
RA
2028
Research Affiliates
California
$159M – – 6.29% – 16
SCM
2029
Sterneck Capital Management
Missouri
$158M – – 1.19% 48.1% 151
OCM
2030
Otter Creek Management
Florida
$158M – – 0.42% – 58
PCI
2031
Pacifica Capital Investments
Texas
$158M – – 9.88% 108% 13
WCMN
2032
Westchester Capital Management (Nebraska)
Nebraska
$158M – – 2.9% 65.1% 53
WFG
2033
Windsor Financial Group
Minnesota
$158M – – 2.12% 15.3% 69
MI
2034
M3F Inc
Utah
$158M – – 1.96% 98.5% 43
IFLIT
2035
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$158M – – 7.41% 45.8% 33
CEMP
2036
Compass Efficient Model Portfolios
Tennessee
$157M – – 1.42% – 91
TCM
2037
Timpani Capital Management
Wisconsin
$157M – – 15.7% 384% 82
TJHA
2038
Thomas J. Herzfeld Advisors
Florida
$157M – – 3.44% 21% 284
FCT
2039
Family Capital Trust
Massachusetts
$157M – – 2.28% 44.2% 97
GCM
2040
Grandmaster Capital Management
California
$157M – – 8.59% – 20
FAG
2041
Financial Advisory Group
Texas
$157M – – 1.26% 20.5% 42
CCCPI
2042
Castle Creek Capital Partners IV
California
$157M – – 4.14% 47.1% 9
GGPS
2043
Gary Goldberg Planning Services
New York
$157M – – 1.5% – 367
FC
2044
FIC Capital
New York
$156M – – 2.83% 49.7% 130
KCM
2045
KSA Capital Management
New Jersey
$156M – – 5.07% 26.6% 36
DA
2046
Dillon & Associates
Michigan
$156M – – 0.03% 121% 61
SHWM
2047
Smith & Howard Wealth Management
Georgia
$156M – – 0.38% 33.7% 232
FTIM
2048
Flowering Tree Investment Management
Singapore
$156M – – 7.26% 47.4% 6
DMAM
2049
Del Mar Asset Management
New York
$156M – – 25.7% – 32
WSA
2050
Willow Street Advisors
Florida
$156M – – 2.27% – 145
80 81
82
83 84