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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CG
2026
Caprock Group
Idaho
$512M +$603K +0.1% 0.73% 46.1% 384
CHAM
2027
Clear Harbor Asset Management
Connecticut
$512M +$15.1M +3% 0.19% 72% 277
RIA
2028
Regal Investment Advisors
Michigan
$512M -$1.57M -0.3% 1.81% 50.9% 342
TIM
2029
Thompson Investment Management
Wisconsin
$511M -$822K -0.2% 0.2% 63.7% 190
SWM
2030
Segment Wealth Management
Texas
$511M +$19.5M +4% 1.48% 90.2% 208
PHS
2031
Pekin Hardy Strauss
Illinois
$511M +$8.79M +2% 0.84% 61.2% 213
SFM
2032
Signet Financial Management
New Jersey
$511M +$6.43M +1% 1.15% 63.3% 249
ED
2033
Exane Derivatives
France
$510M -$5.62M -1% 1.61% 43.9% 688
JAM
2034
Jacobs Asset Management
New York
$510M -$29.1M -5% 0.24% 42.4% 58
FHA
2035
Flagship Harbor Advisors
Massachusetts
$510M +$28.3M +6% 0.97% 2,037
LIM
2036
Lingotto Investment Management
United Kingdom
$510M +$13.5M +3% 3.7% 442% 7
GIA
2037
Granite Investment Advisors
New Hampshire
$510M -$22M -4% 1.59% 55.6% 173
WIC
2038
Whitegate Investment Counselors
New Hampshire
$510M +$12.1M +2% 1.22% 42.6% 206
SP
2039
Summit Partners
Massachusetts
$509M -$51.4M -9% 2.85% 27.5% 8
AG
2040
Aravt Global
New York
$508M -$131M -21% 0.24% 84% 16
PTC
2041
Private Trust Company
Ohio
$507M +$11.4M +2% 2.77% 61.8% 388
TCM
2042
Twele Capital Management
Minnesota
$507M +$7.94M +2% 0.64% 27.9% 46
NMC
2043
Nine Masts Capital
Hong Kong
$506M -$179M -26% 3.63% 51.6% 132
SAM
2044
Skyline Asset Management
Illinois
$506M -$43.1M -8% 0.44% 26.1% 61
BWM
2045
BerganKDV Wealth Management
Minnesota
$506M +$431K +0.1% 0.84% 27.9% 765
WMA
2046
White Mountains Advisors
Connecticut
$506M +$6.42M +1% 1.29% 33.4% 3
SCM
2047
Silvant Capital Management
Georgia
$506M -$52.3M -9% 1.55% 193% 350
KFS
2048
Kurt F. Somerville
$506M +$1.72M +0.3% 1.22% 68.8% 105
JCM
2049
Jacobi Capital Management
Pennsylvania
$505M +$13.2M +3% 1.42% 62.5% 1,113
JA
2050
JLB & Associates
Michigan
$505M +$10.3M +2% 2.85% 68.1% 74