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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TAT
2026
TD Ameritrade Trust
Colorado
$358M +$12.4M +4% 3.04% 21.7% 50
GMCM
2027
Gruber & McBaine Capital Management
California
$355M -$16.9M -5% 3.21% – 235
QAM
2028
Quentec Asset Management
New York
$355M +$7.15M +2% 4.58% 30.4% 54
TCOTO
2029
Trust Company of the Ozarks
Missouri
$355M -$14.8M -4% 2.54% – 170
GGPE
2030
Golden Gate Private Equity
California
$355M -$140M -28% 6.36% 8.72% 23
RRC
2031
Red Rocks Capital
Colorado
$355M -$7.81M -2% 6.37% – 8
KJHP
2032
K.J. Harrison & Partners
Ontario, Canada
$355M +$3.89M +1% 0.97% 100% 178
MCAI
2033
Meritech Capital Associates III
California
$354M -$14.5M -4% 6.38% 137% 7
FFSOTS
2034
Fiduciary Financial Services of The Southwest
Texas
$354M -$2.88M -0.8% 0.12% 39.8% 173
OMCS
2035
Old Mutual Customised Solutions
South Africa
$354M -$60.5M -15% 0.04% 49.7% 746
AW
2036
ACG Wealth
Georgia
$354M -$175M -33% 0.16% 45.5% 224
JC
2037
Jacobs & Co
California
$354M +$8.55M +2% 0.53% 71.6% 117
SPC
2038
Standard Pacific Capital
California
$353M -$7.84M -2% 2.69% – 45
HHAM
2039
HITE Hedge Asset Management
Massachusetts
$353M +$38.7M +12% 2.53% 17.6% 85
GC
2040
Grace Capital
Massachusetts
$352M -$11.5M -3% 0.49% 127% 100
CCM
2041
Coldstream Capital Management
Washington
$352M +$12.9M +4% 0.7% – 211
JA
2042
JVL Advisors
Texas
$350M +$37.5M +12% 12.6% 76% 14
IP
2043
Interval Partners
New York
$350M +$58.9M +20% 0.82% 79.7% 180
WEC
2044
Winslow Evans & Crocker
Massachusetts
$349M +$46.2M +15% 0.73% 76.4% 1,466
WIC
2045
Woodmont Investment Counsel
Tennessee
$348M -$6.19M -2% 1.51% 52% 207
FBC
2046
Fairfield, Bush & Co
Connecticut
$348M +$7.56M +2% 2.1% 102% 175
FPCM
2047
Financial Partners Capital Management
New York
$347M +$19.6M +6% 1.2% 34.2% 117
DA
2048
Denali Advisors
California
$347M -$18.1M -5% 3.84% 77.9% 296
CWM
2049
Calamos Wealth Management
Illinois
$346M -$4.22M -1% 0.18% 90.3% 247
RMPT
2050
Raytheon Master Pension Trust
Massachusetts
$346M -$8.08M -2% 1.11% 36.3% 9
80 81
82
83 84