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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BIA
2901
Bell Investment Advisors
California
$487M +$41M +9% 8.15% 27.5% 2,039
LKIM
2902
Lawson Kroeker Investment Management
Nebraska
$487M +$33.5M +7% 8.07% 61.2% 88
SDH
2903
Sloy Dahl & Holst
Washington
$487M +$27.6M +6% 7.02% 169% 90
AWM
2904
Affinity Wealth Management
Delaware
$487M +$52.6M +12% 11.2% 82.5% 114
FI
2905
Fractal Investments
Connecticut
$486M -$380K -0.1% 3.18% 87.9% 103
SA
2906
Scarborough Advisors
Maryland
$486M +$74M +18% 10.1% 44.6% 737
BFO
2907
Biltmore Family Office
North Carolina
$486M +$44.7M +10% 13.2% 82.8% 252
TWM
2908
Tolleson Wealth Management
Texas
$485M +$69.8M +17% 9.66% 53.9% 88
PW
2909
Peninsula Wealth
California
$485M +$57.6M +13% 13.8% 30% 89
KI
2910
Kapitalo Investimentos
Brazil
$485M -$249M -34% 7.54% 64.6% 756
PFG
2911
PAX Financial Group
Texas
$484M +$45.9M +10% 9.53% 44.4% 254
TCMNY
2912
Thrive Capital Management (New York)
New York
$484M +$93.8M +24% 27.2% 873% 6
RAM
2913
Rempart Asset Management
Canada
$484M +$35.1M +8% 11.6% 53.8% 39
ACM
2914
Alpha Capital Management
Texas
$484M +$56.8M +13% 11.7% 84.7% 116
CCT
2915
Chemung Canal Trust
New York
$484M +$48.2M +11% 11.2% 60.5% 122
SI
2916
Squadra Investments
Brazil
$484M +$179M +59% 19.7% 94.4% 4
OCA
2917
OEP Capital Advisors
New York
$484M -$46.1M -9% 8.28% 27% 2
CI
2918
Cigna Investments
Connecticut
$483M +$47.4M +11% 12.7% 107% 453
NFT
2919
Nan Fung Trinity
Hong Kong
$483M -$72.5M -13% 9.29% 32.3% 31
OAM
2920
Occidental Asset Management
California
$482M +$50.3M +12% 9.55% 66.4% 218
FM
2921
Family Management
New York
$482M +$46.2M +11% 8.47% 54.2% 182
FAM
2922
Formidable Asset Management
Ohio
$482M +$30.1M +7% 7.38% 55.9% 338
GEA
2923
Glen Eagle Advisors
New Jersey
$481M +$50.1M +12% 10.4% 62.2% 1,065
KIA
2924
Knollwood Investment Advisory
Maryland
$481M +$267M +125% 14.6% – 207
DCM
2925
Dimension Capital Management
Florida
$481M +$52.6M +12% 8.24% 52.5% 115
115 116
117
118 119