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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NAM
2026
NTV Asset Management
West Virginia
$285M +$9.92M +4% 4.74% 74.3% 207
MPAM
2027
Monarch Partners Asset Management
Massachusetts
$284M +$124M +77% 12.4% 135% 137
AAIM
2028
American Assets Investment Management
California
$284M +$13.4M +5% 2.71% 316% 147
AIA
2029
AGF Investments America
Ontario, Canada
$284M -$2.75M -1% 8.81% 72.1% 77
AA
2030
Alta Advisers
United Kingdom
$284M +$27.6M +11% 16.8% 78.7% 82
GCA
2031
Greenwood Capital Associates
South Carolina
$284M +$53.1M +23% 8.75% 60.4% 114
GC
2032
Gratry & Company
Ohio
$283M +$26.4M +10% 6.96% 44.4% 70
VNA
2033
VNBTrust National Association
Virginia
$283M -$28.5M -9% 6.07% 32% 160
TCM
2034
Tradition Capital Management
New Jersey
$283M +$11.9M +4% 4.65% 43.6% 138
PFM
2035
Phillips Financial Management
Indiana
$283M +$7.47M +3% 4.78% 31.6% 61
AB
2036
AT Bancorp
Iowa
$282M +$6.47M +2% 5.74% 21.8% 175
SFI
2037
SPC Financial Inc
Maryland
$282M +$23.1M +9% 7.39% 52.8% 107
WCP
2038
Welch Capital Partners
New York
$280M -$5.89M -2% 5.08% 69.2% 63
HRIA
2039
Haberer Registered Investment Advisor
Ohio
$280M -$84.7M -23% 5.25% – 570
DVC
2040
Deer VI & Co
New York
$279M +$31.2M +13% 16.5% 1,560% 3
GPSPJS
2041
General Pension Society PZU Joint Stock
Poland
$279M +$137M +96% 7.78% 75.2% 24
MC
2042
Martin & Co
Tennessee
$278M -$226K -0.1% 4.83% 57.3% 110
TCOT
2043
Trust Company of Toledo
Ohio
$278M +$9.17M +3% 2.46% 72.2% 199
FAT
2044
First American Trust
California
$278M +$11.6M +4% 5.66% 78.9% 137
TC
2045
Tetrad Corporation
Nebraska
$278M +$878K +0.3% 0.49% 65.6% 11
MAC
2046
Monarch Alternative Capital
New York
$277M +$90.8M +49% 22% 107% 10
BCM
2047
Boltwood Capital Management
California
$276M +$33.3M +14% 2.73% 41.3% 88
ICM
2048
Invicta Capital Management
New York
$276M +$35.2M +15% 33% – 32
NA
2049
Newport Asia
California
$276M +$102M +58% 37.5% – 5
RPGK
2050
Retirement Planning Group (Kansas)
Kansas
$276M +$32.6M +13% 5.18% 38.9% 85
80 81
82
83 84