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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WDA
1751
Wendell David Associates
New Hampshire
$666M +$24.1M +4% 5.11% 59.6% 156
FIA
1752
Foundations Investment Advisors
Arizona
$666M +$89.8M +16% 3.11% 48.7% 129
SOAMC
1753
Spirit of America Management Corp
New York
$666M -$18.3M -3% 0.25% 78.4% 249
WP
1754
WealthPLAN Partners
Nebraska
$664M +$23.6M +4% 2.74% 281
OCM
1755
Opti Capital Management
New York
$664M +$290M +78% 0% 0.33% 39
1IA
1756
1834 Investment Advisors
Wisconsin
$663M +$6.89M +1% 2.22% 46% 467
SSWM
1757
Smith Salley Wealth Management
North Carolina
$663M +$42M +7% 3.91% 81.6% 194
BSPF
1758
British Steel Pension Fund
United Kingdom
$662M +$89.9M +16% 2.83% 29.7% 184
LIA
1759
LBMC Investment Advisors
Tennessee
$661M +$30.4M +5% 2.4% 42.9% 102
FDCC
1760
Foster Dykema Cabot & Co
Massachusetts
$661M +$42.3M +7% 4.05% 34% 100
RMC
1761
Regis Management Company
California
$660M -$609M -48% 1.27% 5.33% 67
TSS
1762
Two Sigma Securities
New York
$660M +$175M +36% 0.21% 24.1% 1,567
SFM
1763
Sphera Funds Management
Israel
$660M -$71M -10% 0.65% 99.3% 121
JLBC
1764
J.L. Bainbridge & Co
Florida
$660M -$20.4M -3% 5.3% 94.7% 84
BCM
1765
Brigade Capital Management
New York
$660M -$15.1M -2% 0.43% 6.04% 58
IG
1766
Ithaka Group
Virginia
$660M +$32.1M +5% 7.21% 188% 37
WI
1767
Wintrust Investments
Illinois
$659M +$43.6M +7% 3.12% 27.5% 383
OC
1768
Oakmont Corp
California
$659M -$51.7M -7% 10.9% 135% 18
CCP
1769
Cardan Capital Partners
Colorado
$658M +$40.2M +7% 1.93% 64% 175
FFBTD
1770
First Financial Bank - Trust Division
Ohio
$657M +$7.64M +1% 3.73% 47.7% 183
AH
1771
Allen Holding
New York
$657M +$53.9M +9% 7.4% 125% 12
SGDR
1772
SPX Gestao de Recursos
Brazil
$657M +$366M +126% 3.95% 65.9% 50
DILH
1773
Dai-ichi Life Holdings
Japan
$656M -$110M -14% 14.3% 1
NCM
1774
Novare Capital Management
North Carolina
$656M +$16.3M +3% 3.58% 69.1% 139
CS
1775
Central Securities
New York
$656M +$25.8M +4% 4.59% 102% 35