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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LW
1151
Linscomb Wealth
Texas
$2.09B +$155M +8% 7.85% 55.5% 353
FNBOO
1152
First National Bank of Omaha
Nebraska
$2.09B +$121M +6% 11.1% 29.9% 385
KPWS
1153
Kestra Private Wealth Services
Texas
$2.09B +$298M +17% 8.83% 71.9% 1,046
SPPAM
1154
Summit Partners Public Asset Management
Massachusetts
$2.09B -$128M -6% 5.95% 308% 131
RP
1155
Reinhart Partners
Wisconsin
$2.08B +$115M +6% 6.25% 68.3% 85
DY
1156
Dowling & Yahnke
California
$2.08B +$273M +15% 9.47% 35.2% 390
TPM
1157
Triasima Portfolio Management
Quebec, Canada
$2.07B +$199M +11% 9.51% 117% 175
AAM
1158
AMI Asset Management
California
$2.07B +$70.2M +4% 11.2% 81.1% 99
EWA
1159
Exencial Wealth Advisors
Oklahoma
$2.06B -$241M -10% 8.96% 58% 476
OMC
1160
Old Mission Capital
Illinois
$2.06B -$188M -8% 0.56% 19.5% 1,434
TA
1161
Tiedemann Advisors
New York
$2.05B +$175M +9% 7.74% 31.5% 302
NIM
1162
Northeast Investment Management
Massachusetts
$2.05B +$178M +10% 12.1% 90.5% 211
CL
1163
Choreo LLC
Illinois
$2.05B +$178M +10% 7.26% 58.4% 240
NLI
1164
Nippon Life Insurance
Japan
$2.04B +$210M +11% 11.6% 49.4% 3
HWAM
1165
Hennion & Walsh Asset Management
New Jersey
$2.04B +$132M +7% 6.26% 61.6% 802
MA
1166
Montag & Associates
Georgia
$2.03B +$166M +9% 9.7% 68.3% 936
WPW
1167
Waldron Private Wealth
Pennsylvania
$2.03B +$309M +18% 7.47% 58.9% 394
GIM
1168
Genesis Investment Management
United Kingdom
$2.03B -$942M -32% 10.2% 47.4% 19
IAA
1169
Independent Advisor Alliance
North Carolina
$2.03B +$228M +13% 11.8% 94.6% 716
CW
1170
CreativeOne Wealth
Kansas
$2.03B +$323M +19% 5.39% 49% 804
C
1171
Consulta
United Kingdom
$2.03B +$18.3M +0.9% 3.35% 54% 10
BHIA
1172
Birch Hill Investment Advisors
Massachusetts
$2.02B +$159M +9% 11.3% 75.7% 172
RCM
1173
RNC Capital Management
California
$2.02B +$139M +7% 8.76% 56.6% 200
PFA
1174
Pure Financial Advisors
California
$2.02B +$721M +56% 4.15% 32.8% 214
PCM
1175
Prelude Capital Management
New York
$2.02B +$183M +10% 3.42% 112% 2,170