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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FDCC
2026
Foster Dykema Cabot & Co
Massachusetts
$829M -$57.7M -7% 5.33% 34% 99
CBB
2027
Citizens Business Bank
California
$828M +$11.8M +1% 1.3% 81.1% 262
PIMJS
2028
PKO Investment Management Joint-Stock
Poland
$828M -$58.7M -7% 1.27% 65% 122
SC
2029
Strategy Capital
California
$828M -$229M -22% 22.3% 290% 8
PVI
2030
Pura Vida Investments
New York
$828M -$131M -14% 1.19% 0.02% 264
SC
2031
Skylands Capital
Wisconsin
$826M -$40M -5% 0.23% 42.2% 155
LC
2032
L1 Capital
Australia
$826M -$40.2M -5% 23.9% 101% 17
QCG
2033
Quadrant Capital Group
Ohio
$826M -$12.2M -1% 3.74% 73.4% 2,811
HI
2034
Handelsinvest Investeringsforvaltning
Denmark
$826M -$159M -16% 7.81% 37.9% 115
MCM
2035
Makena Capital Management
California
$824M -$60.2M -7% 16.5% 84.7% 52
CT
2036
Coastline Trust
Rhode Island
$823M -$53.3M -6% 4.28% 82.8% 338
SI
2037
Sapience Investments
California
$823M -$54.8M -6% 1.94% 41.9% 90
FTDI
2038
First Trust Direct Indexing
Massachusetts
$823M +$51.1M +7% 1.41% 69.1% 715
ACM
2039
Advance Capital Management
Michigan
$823M +$334M +68% 4.72% 47.8% 96
CWM
2040
Campbell Wealth Management
Virginia
$822M -$52.6M -6% 5.55% 11.2% 83
WAS
2041
Wesleyan Assurance Society
United Kingdom
$821M -$24.2M -3% 3.76% 87% 96
COCM
2042
Charter Oak Capital Management
New Hampshire
$818M -$42.3M -5% 5.13% 40.1% 1,069
1IA
2043
1834 Investment Advisors
Wisconsin
$816M -$68.5M -8% 2.77% 46% 489
CC
2044
Cypress Capital
Tennessee
$816M -$61.3M -7% 5.2% 28.2% 227
HIC
2045
Harvey Investment Company
Kentucky
$816M -$47.8M -6% 4.99% 57.3% 95
GAM
2046
Gemmer Asset Management
California
$815M -$33.5M -4% 5.88% 55.7% 1,339
WA
2047
WBH Advisory
Maryland
$815M -$61.9M -7% 4.29% – 328
SS
2048
Simplicity Solutions
Minnesota
$814M -$81.2M -9% 3.08% 37.1% 657
BA
2049
Bristlecone Advisors
Washington
$814M -$18.8M -2% 5.91% 78.9% 240
TAM
2050
Trust Asset Management
Texas
$813M +$3.97M +0.5% 4.06% 80.2% 218
80 81
82
83 84