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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OH
2026
Overlook Holdings
British Virgin Islands
$402M -$30.6M -7% 10.3% 2
UFF
2027
USA Financial Formulas
Michigan
$402M +$12.4M +3% 10.5% 389
AHC
2028
Adell Harriman & Carpenter
Texas
$402M +$7.08M +2% 1.25% 126% 141
GC
2029
Globeflex Capital
California
$401M +$1.22M +0.3% 7.29% 110% 594
CM
2030
Crestline Management
Texas
$401M -$387M -49% 27.8% 16.7% 253
NC
2031
NewSquare Capital
Pennsylvania
$401M -$34.6M -8% 0.15% 46.4% 521
3AM
2032
3EDGE Asset Management
Florida
$401M 1.93% 30% 20
PFM
2033
Phillips Financial Management
Indiana
$400M +$23.4M +6% 1.31% 31.6% 69
MFM
2034
Marianas Fund Management
New York
$398M +$47.4M +14% 0.48% 26.4% 47
TCM
2035
Tygh Capital Management
Oregon
$398M +$28.8M +8% 11.3% 252% 109
SCA
2036
Snowden Capital Advisors
New York
$397M +$28.2M +8% 1.61% 89.3% 322
CG
2037
Caprock Group
Idaho
$397M -$43.4M -10% 1.98% 46.1% 421
GPCM
2038
Greenbrier Partners Capital Management
Texas
$397M +$5.13M +1% 2.92% 125% 18
RP
2039
Regal Partners
Australia
$397M +$12.8M +3% 0% 86.7% 12
HTHT
2040
Hemenway Trust Hemenway Trust
New Hampshire
$397M -$2.99M -0.7% 1.61% 67.1% 156
ID
2041
Integral Derivatives
New York
$396M +$40.1M +11% 0.08% 2.38% 746
LOAMS
2042
Lombard Odier Asset Management (Switzerland)
Switzerland
$396M -$23.1M -6% 3.84% 103% 119
PWPCM
2043
Perella Weinberg Partners Capital Management
New York
$396M +$55.5M +16% 3.33% 1.52% 122
DIP
2044
DT Investment Partners
Pennsylvania
$395M +$5.51M +1% 1.22% 47.1% 72
YMRC
2045
Yorktown Management & Research Company
Virginia
$394M -$65M -14% 4.41% 167% 422
NIM
2046
Needham Investment Management
New York
$391M +$12.5M +3% 6.16% 181% 110
BI
2047
Bulldog Investors
New Jersey
$391M -$52.6M -12% 0.72% 28.5% 95
OCM
2048
Oakwood Capital Management
California
$391M +$1.69M +0.4% 1.31% 72.5% 82
AC
2049
Alexandria Capital
Virginia
$390M -$153M -28% 3.16% 66.9% 686
SFG
2050
Sage Financial Group
Pennsylvania
$390M +$41.3M +12% 1.97% 51.5% 54