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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DWT
2026
Dorsey & Whitney Trust
South Dakota
$395M +$6.78M +2% 1.15% 70.3% 280
JC
2027
Jacobs & Co
California
$395M +$15M +4% 0.1% 71.6% 130
RA
2028
Rational Advisors
New York
$394M -$91.3M -19% 0.16% 31.1% 569
BC
2029
Bruce & Co
Illinois
$394M +$32.4M +9% 5.41% 23.4% 56
CCM
2030
Chautauqua Capital Management
Colorado
$394M +$62M +19% 4.58% – 25
AP
2031
Archon Partners
New Jersey
$394M +$12.2M +3% 6.34% 105% 73
1M
2032
13D Management
New York
$393M +$31M +9% 7.66% 60.2% 34
QA
2033
Quantitative Advantage
Minnesota
$393M -$7.26M -2% 5.46% 45.9% 58
AI
2034
Accredited Investors
Minnesota
$393M +$55M +16% 2.43% 51% 78
CCM
2035
Cohen Capital Management
California
$393M +$6.85M +2% 0.02% 58.2% 133
SSWM
2036
Smith Salley Wealth Management
North Carolina
$392M +$7.11M +2% 0.52% 81.6% 181
CL
2037
Choreo LLC
Illinois
$392M +$19.6M +5% 2.66% 58.4% 159
NIA
2038
Northstar Investment Advisors
Colorado
$392M -$7.52M -2% 1.06% 85.7% 119
NMIS
2039
Northwestern Mutual Investment Services
Wisconsin
$391M +$46.6M +14% 2.16% – 182
HH
2040
Hilltop Holdings
Texas
$391M +$102M +35% 3.53% 61.2% 351
COI
2041
Connable Office Inc
Michigan
$391M +$19.9M +5% 3.17% 52.2% 232
FAM
2042
Foundation Asset Management
New York
$391M -$26.8M -6% 9.92% 127% 32
HIM
2043
Hillsdale Investment Management
Ontario, Canada
$389M +$1.37M +0.4% 1.69% 198% 629
SIA
2044
Spruce Investment Advisors
Connecticut
$389M +$22.6M +6% 2.56% 23.5% 36
EFS
2045
Essex Financial Services
Connecticut
$389M +$5.02M +1% 0.51% 70% 346
RMCP
2046
Red Mountain Capital Partners
California
$389M -$21.2M -5% 1.97% 37.4% 15
CS
2047
Comerica Securities
Michigan
$389M +$231M +147% 2.58% 25.6% 328
MG
2048
MDE Group
New Jersey
$389M -$22.6M -5% 0.74% – 63
EHPM
2049
Emery Howard Portfolio Management
California
$388M +$42.5M +12% 2.9% 66.5% 32
SFS
2050
Strategic Financial Services
New York
$388M +$20.3M +6% 3.09% 42.4% 95
80 81
82
83 84