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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PNAA
2026
Pictet North America Advisors
Switzerland
$360M +$80.5M +29% 8.43% 67.7% 94
MGIA
2027
Moneta Group Investment Advisors
Missouri
$359M +$31.7M +10% 8.39% 47.9% 536
FIMG
2028
Financial & Investment Management Group
Michigan
$359M -$29M -7% 10.6% 18.9% 141
MTC
2029
McDaniel Terry & Co
Texas
$359M -$38.1M -10% 8.5% 69.9% 49
OCM
2030
Oakwood Capital Management
California
$358M -$25.9M -7% 2.67% 72.5% 102
PL
2031
Parthenon LLC
Kentucky
$358M -$20.5M -5% 4.41% 71.4% 110
AL
2032
Agran Libbie
California
$358M -$26.7M -7% 6.58% 27.5% 125
MFIMFI
2033
Mesirow Financial Investment Management - Fixed Income
Illinois
$358M -$62.4M -15% 8.12% 26% 176
IAA
2034
Ironsides Asset Advisors
North Carolina
$358M +$5.2M +1% 4.66% 48.9% 168
FAM
2035
Foundation Asset Management
New York
$356M -$4.12M -1% 3.63% 127% 23
RP
2036
Ridgegate Proprietary
Australia
$356M -$32.7M -8% 6.09% 3
DWT
2037
Dorsey & Whitney Trust
South Dakota
$356M -$34.7M -9% 7.37% 70.3% 278
EMG
2038
Ellington Management Group
Connecticut
$355M -$54M -13% 8.55% 0.66% 1,084
QAM
2039
Quentec Asset Management
New York
$355M -$18.9M -5% 14.1% 30.4% 62
QA
2040
Quantitative Advantage
Minnesota
$355M -$33.4M -9% 4.27% 45.9% 55
WHI
2041
William Harris Investors
Illinois
$354M -$5.41M -2% 14.8% 3.06% 97
AF
2042
Arrow Financial
New York
$352M -$17.3M -5% 4.08% 52.9% 357
JMFC
2043
J.M. Forbes & Co
Massachusetts
$351M -$20M -5% 5.06% 89.1% 107
HPBT
2044
High Point Bank & Trust
North Carolina
$351M +$13.1M +4% 4.43% 16.6% 435
JDR
2045
Jay D. Rosenbaum
$351M -$96.5M -22% 21.1% 12.9% 40
SCP
2046
Scoria Capital Partners
Connecticut
$350M -$160M -31% 5.9% 195
BCM
2047
Brookmont Capital Management
Texas
$350M -$45.4M -11% 7.31% 40.7% 60
JC
2048
Joho Capital
New York
$349M -$79.9M -19% 16.1% 130% 14
AIM
2049
ARGA Investment Management
Connecticut
$349M -$21.3M -6% 21.8% 68.5% 43
ST
2050
Sageworth Trust
Pennsylvania
$348M +$37.2M +12% 9.97% 50.1% 40