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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SFBLI
2676
Southern Farm Bureau Life Insurance
Mississippi
$636M +$27.8M +5% 7.07% 43.8% 17
1WA
2677
180 Wealth Advisors
Washington
$635M +$22.2M +4% 6.21% 101% 461
RBC
2678
Roble Belko & Company
Pennsylvania
$634M +$37.2M +6% 5.94% 41.6% 411
PPWP
2679
Premier Path Wealth Partners
New Jersey
$634M +$47.5M +8% 6.53% 385
SWM
2680
Sendero Wealth Management
Texas
$634M +$39.9M +7% 5.63% 83.8% 164
RC
2681
RBO & Co
California
$634M +$73.8M +13% 11.3% 28.9% 53
TFCP
2682
Twin Focus Capital Partners
Massachusetts
$634M +$7.92M +1% 5.61% 60% 151
JC
2683
Joho Capital
New York
$633M -$73.8M -10% 1.88% 130% 13
KCPG
2684
Kavar Capital Partners Group
Kansas
$632M +$77.6M +14% 7.17% 59% 184
TFM
2685
TFC Financial Management
Massachusetts
$632M +$62M +11% 6.37% 52.4% 1,118
VI
2686
Versor Investments
New York
$632M +$89.5M +17% 8.99% 141% 1,038
FTM
2687
First Turn Management
California
$632M +$16.9M +3% 20% 49
QCM
2688
Quadratic Capital Management
Connecticut
$631M +$84.9M +16% 3.22% 4.7% 2
MAM
2689
Marquette Asset Management
Minnesota
$631M +$42.3M +7% 5.84% 53.3% 257
HHMI
2690
Howard Hughes Medical Institute
Maryland
$630M +$164M +35% 5.38% 72.5% 2
DMC
2691
Deer Management Company
New York
$630M +$144M +30% 60.6% 284% 12
HDIM
2692
Hanson & Doremus Investment Management
Vermont
$630M +$32.5M +5% 5.87% 52.1% 462
BC
2693
Brio Consultants
California
$629M +$22M +4% 5.44% 35.7% 107
ECM
2694
Exchange Capital Management
Michigan
$628M +$14.1M +2% 5.99% 57.8% 199
BW
2695
Bison Wealth
Georgia
$627M +$12.9M +2% 7.4% 37.4% 487
FNA
2696
First National Advisers
Nebraska
$627M +$80M +15% 5.95% 83.2% 221
MA
2697
Madrone Advisors
California
$626M +$56.7M +10% 21.2% 7
JE
2698
JMAC Enterprises
Pennsylvania
$626M +$56.5M +10% 6.04% 55% 181
CCM
2699
Canal Capital Management
Virginia
$626M +$40.4M +7% 8.06% 19.2% 159
FAM
2700
Formidable Asset Management
Ohio
$626M +$7.93M +1% 7.4% 55.9% 420