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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SFG
2076
Sather Financial Group
Texas
$494M +$34.5M +8% 12.4% 78.2% 59
CHAM
2077
Clear Harbor Asset Management
Connecticut
$493M +$59M +14% 16.3% 72% 262
OCM
2078
Oribel Capital Management
New York
$491M +$338M +220% 13.5% 103% 79
MFG
2079
Magnus Financial Group
New York
$491M +$115M +31% 14% 57.4% 554
AFA
2080
American Financial Advisors
Georgia
$490M +$34.2M +8% 9.5% 41% 103
LFS
2081
Lutz Financial Services
Nebraska
$490M +$42.4M +9% 9.24% 28.4% 65
NC
2082
Northcape Capital
Australia
$490M +$72M +17% 20.7% 18
AEPI
2083
AH Equity Partners III
California
$490M +$385M +364% 8.94% 41.9% 3
ICM
2084
Indaba Capital Management
California
$490M +$34.7M +8% 20.4% 23.4% 32
WAM
2085
Weatherly Asset Management
California
$490M +$67.3M +16% 16% 96.3% 190
BWM
2086
BerganKDV Wealth Management
Minnesota
$489M +$61.9M +14% 9.23% 27.9% 768
RIA
2087
Regal Investment Advisors
Michigan
$489M +$32.3M +7% 11.2% 50.9% 366
CCG
2088
Cypress Capital Group
Florida
$488M +$52.1M +12% 11.9% 72.1% 243
OC
2089
Oakworth Capital
Alabama
$488M +$49.4M +11% 12.1% 49.6% 620
PGCM
2090
Prescott Group Capital Management
Oklahoma
$488M -$22.7M -4% 31% 114% 229
AIA
2091
Affinity Investment Advisors
California
$488M -$84.1M -15% 13.3% 103% 158
CGA
2092
Crescent Grove Advisors
Illinois
$488M +$18.5M +4% 14.5% 37.6% 172
KCM
2093
Kingstown Capital Management
New York
$487M +$26.7M +6% 19.6% 36.1% 17
FHA
2094
Flagship Harbor Advisors
Massachusetts
$487M +$76.1M +19% 13.2% 2,038
AAM
2095
Auxier Asset Management
Oregon
$487M +$37.8M +8% 10.3% 52% 154
VCP
2096
Vista Capital Partners
Oregon
$486M +$59M +14% 13.6% 50.2% 56
SL
2097
Salomon & Ludwin
Virginia
$486M +$52.9M +12% 12.7% 47.5% 286
CLC
2098
Charles-Lim Capital
Hong Kong
$485M +$144M +42% 69.9% 10.4% 4
TSS
2099
Two Sigma Securities
New York
$485M -$151M -24% 0.53% 24.1% 1,736
MCM
2100
Marcato Capital Management
California
$485M +$46.7M +11% 12.4% 130% 23