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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AAM
2026
ACK Asset Management
Connecticut
$443M +$106M +31% 4.32% 114% 38
DCM
2027
Dynamic Capital Management
Jersey
$443M -$174M -28% 5.74% 49.7% 357
WIC
2028
Whitegate Investment Counselors
New Hampshire
$442M +$26.1M +6% 3.21% 42.6% 180
AHC
2029
Adell Harriman & Carpenter
Texas
$442M +$6.33M +1% 3.49% 126% 155
WA
2030
WFG Advisors
Texas
$442M +$67.1M +18% 2.1% 21.3% 1,775
MVUM
2031
Matrix VIII US Management
Massachusetts
$442M -$183M -29% 29.3% – 1
TC
2032
Tairen Capital
Hong Kong
$441M +$20.8M +5% 18.3% 247% 17
EC
2033
Estate Counselors
Wisconsin
$441M +$56M +15% 2.34% 43.1% 69
TCM
2034
Tygh Capital Management
Oregon
$441M +$13.2M +3% 6.89% 252% 110
CTA
2035
Colonial Trust Advisors
South Carolina
$440M +$115M +36% 3.62% 72.4% 144
NCM
2036
Numina Capital Management
New York
$440M +$81.8M +23% 2.06% 30.5% 37
BIC
2037
Bridges Investment Counsel
Nebraska
$440M +$98.1M +29% 3.19% 33.7% 150
JFA
2038
JNBA Financial Advisors
Minnesota
$440M +$16.5M +4% 2.67% 46.1% 488
VWM
2039
Venturi Wealth Management
Texas
$440M +$7.01M +2% 2.44% 66.1% 214
MCL
2040
MIK Capital LLC
New York
$439M -$11.2M -2% 6.17% – 16
CCM
2041
Catawba Capital Management
Virginia
$439M -$19.5M -4% 1.89% 33.1% 269
CL
2042
CPWM LLC
Washington
$438M -$1.55M -0.4% 2.2% 36.5% 278
HS
2043
HighVista Strategies
Massachusetts
$438M -$8.22M -2% 5.75% 176% 264
FNF
2044
Fidelity National Financial
Florida
$438M +$12.7M +3% 3.59% 160% 22
BC
2045
Bruce & Co
Illinois
$438M +$20.3M +5% 2.92% 23.4% 52
PFM
2046
Phillips Financial Management
Indiana
$438M +$25.1M +6% 1.71% 31.6% 72
AIL
2047
AGF Investments LLC
Ontario, Canada
$437M +$39.1M +10% 1.69% 28.5% 826
SPH
2048
Steel Partners Holdings
New York
$436M +$32.5M +8% 8.53% 37.9% 10
CF
2049
Cypress Funds
California
$436M +$9.82M +2% 8.03% 202% 31
BAS
2050
Brown Advisory Securities
Maryland
$435M +$32.3M +8% 3.39% 51.2% 380
80 81
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83 84