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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RCM
2026
Rutabaga Capital Management
Massachusetts
$469M -$66.3M -12% 11.7% 57% 57
NTC
2027
North Tide Capital
Massachusetts
$469M +$19.5M +4% 2.03% 14.8% 16
EAM
2028
Evanson Asset Management
California
$468M +$33.2M +8% 5.84% 59.2% 240
KPAG
2029
KLS Professional Advisors Group
New York
$467M +$15.3M +3% 3.49% 38% 7
SM
2030
Seminole Management
New York
$466M +$57.9M +14% 11.6% 95.3% 34
II
2031
INCA Investments
Florida
$466M +$37.9M +9% 11.1% 170% 11
FIB
2032
First Interstate Bank
Montana
$465M -$18.2M -4% 3.75% 29.6% 746
BCM
2033
Buckhead Capital Management
Georgia
$465M -$85.2M -15% 4.38% 58.8% 176
CAM
2034
Cypress Asset Management
Texas
$465M -$23.5M -5% 3.71% 97.3% 201
FCM
2035
Freshford Capital Management
New York
$464M +$165M +55% 3.13% 44.2% 27
SPPAM
2036
Summit Partners Public Asset Management
Massachusetts
$464M +$14.1M +3% 5.39% 308% 106
MCP
2037
Moab Capital Partners
New York
$464M +$142M +44% 11.4% 84.9% 38
LRPA
2038
L. Roy Papp & Associates
Arizona
$463M -$269K -0.1% 5.05% 54.4% 152
BAS
2039
Brown Advisory Securities
Maryland
$462M +$26.7M +6% 4.67% 51.2% 394
WA
2040
Waverly Advisors
Alabama
$461M +$63M +16% 3.31% 51.1% 241
PTC
2041
Private Trust Company
Ohio
$459M +$1.01M +0.2% 4.07% 61.8% 393
JC
2042
Joho Capital
New York
$458M -$27.4M -6% 16.3% 130% 8
AHC
2043
Adell Harriman & Carpenter
Texas
$458M +$15.3M +3% 5.02% 126% 149
KMC
2044
Kirr Marbach & Co
Indiana
$457M +$8.66M +2% 3.26% 117% 91
PV
2045
Private Vista
Illinois
$457M +$43.3M +10% 2.58% 10.1% 117
PFM
2046
Phillips Financial Management
Indiana
$457M +$18.9M +4% 2.66% 31.6% 72
SFG
2047
Sage Financial Group
Pennsylvania
$456M +$21.3M +5% 3.25% 51.5% 56
JCP
2048
Jabre Capital Partners
Switzerland
$456M -$28.4M -6% 3.37% 38.8% 151
CW
2049
Cobiz Wealth
Colorado
$456M +$7.69M +2% 3.54% 54% 133
FNF
2050
Fidelity National Financial
Florida
$456M +$17.9M +4% 4.58% 160% 22
80 81
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83 84