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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PFC
2026
Phocas Financial Corp
California
$758M +$104M +16% 21.9% 98.4% 226
PS
2027
Presima Securities
Quebec, Canada
$758M +$80.2M +12% 8.47% 0.54% 56
SFI
2028
SPC Financial Inc
Maryland
$758M +$47.2M +7% 9.1% 52.8% 175
BWC
2029
Blue Whale Capital
United Kingdom
$758M +$55.4M +8% 0.3% 215% 20
ELFC
2030
E-L Financial Corp
Ontario, Canada
$757M +$31.8M +4% 6% 63.8% 1
DWM
2031
Dakota Wealth Management
Florida
$757M -$7.13M -0.9% 5.19% 81.7% 359
TAM
2032
Third Avenue Management
New York
$756M +$43.4M +6% 22% 77.9% 65
CU
2033
CDAM (UK)
United Kingdom
$756M +$100M +15% 10.3% 23% 14
SCA
2034
Stonebridge Capital Advisors
Minnesota
$756M +$95.1M +14% 7.44% 63.1% 994
SJIC
2035
St. James Investment Company
Texas
$755M -$20.3M -3% 4.14% 37.8% 38
SWM
2036
SeaCrest Wealth Management
New York
$755M +$44M +6% 6.41% 101% 696
AIM
2037
Aigen Investment Management
New York
$755M -$11.4M -1% 5.73% 38% 1,003
TCM
2038
TD Capital Management
Tennessee
$755M +$30.1M +4% 3.32% 36.1% 342
SAM
2039
Sandbar Asset Management
United Kingdom
$754M +$129M +21% 14.4% 128% 70
AF
2040
Arrow Financial
New York
$754M +$239M +47% 5.7% 52.9% 328
AW
2041
ACG Wealth
Georgia
$754M +$29.8M +4% 6.36% 45.5% 335
SWM
2042
Segment Wealth Management
Texas
$754M +$60.8M +9% 6.16% 90.2% 228
FBFS
2043
First Business Financial Services
Wisconsin
$753M +$65.1M +9% 5.88% 56.9% 135
RCYC
2044
Richard C. Young & Co
Rhode Island
$753M +$96.1M +15% 6.46% 53.3% 73
QCMNJ
2045
Quantum Capital Management (New Jersey)
New Jersey
$753M +$14.5M +2% 5.79% 89.5% 36
WAS
2046
Wesleyan Assurance Society
United Kingdom
$753M +$56.4M +8% 10.7% 87% 95
AH
2047
Aviva Holdings
Bahamas
$752M -$269M -26% 24.9% 36.5% 3
TAM
2048
Trust Asset Management
Texas
$752M +$93.8M +14% 7.24% 80.2% 182
LWMT
2049
Legacy Wealth Management (Tennessee)
Tennessee
$749M -$4.34M -0.6% 7.21% 40.1% 15
PDN
2050
Pensionfund DSM Netherlands
Netherlands
$749M +$193M +35% 7.71% 11.6% 225