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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SWA
1751
SFMG Wealth Advisors
Texas
$972M +$43.2M +5% 7.7% 62.9% 273
NFA
1752
Nationwide Fund Advisors
Ohio
$971M -$22.1M -2% 0.61% 7.29% 5
BCLSI
1753
Bain Capital Life Sciences Investors
Massachusetts
$971M +$171M +21% 32.5% 278% 35
MIIM
1754
Mesirow Institutional Investment Management
Illinois
$970M +$49.2M +5% 6.7% – 159
PVI
1755
Pine Valley Investments
New Jersey
$970M +$316M +48% 6.16% – 408
DFCM
1756
Dark Forest Capital Management
Puerto Rico
$969M +$552M +132% 4.69% 49.6% 1,578
RIM
1757
Redwood Investment Management
Arizona
$969M +$39.1M +4% 4.4% 50.3% 277
HFM
1758
Hartford Funds Management
Pennsylvania
$967M -$25.2M -3% 0.51% 18% 95
EWM
1759
Executive Wealth Management
Michigan
$966M +$64.9M +7% 4.53% 18.3% 208
OCA
1760
OEP Capital Advisors
New York
$965M -$53.9M -5% 5.27% 27% 2
TAM
1761
Trust Asset Management
Texas
$965M +$75.9M +9% 9.08% 80.2% 211
WIC
1762
Woodmont Investment Counsel
Tennessee
$964M +$34.6M +4% 5.88% 52% 248
LS
1763
Livforsakringsbolaget Skandia
Sweden
$964M +$9.58M +1% 11.6% 123% 596
OQS
1764
Occudo Quantitative Strategies
Florida
$964M -$140M -13% 7.02% 77.5% 1,380
HCM
1765
Hollencrest Capital Management
California
$963M +$26.5M +3% 6.13% 68.4% 1,178
NC
1766
NewSquare Capital
Pennsylvania
$962M +$116M +14% 3.51% 46.4% 971
VC
1767
Vicus Capital
Pennsylvania
$960M +$30.1M +3% 4.97% 46.1% 219
BONST
1768
Bank of Nova Scotia Trust
Ontario, Canada
$958M +$48.5M +5% 3.7% 33.2% 142
FFBTD
1769
First Financial Bank - Trust Division
Ohio
$958M +$24.3M +3% 3.45% 47.7% 203
PWPCM
1770
Perella Weinberg Partners Capital Management
New York
$958M +$144M +18% 1.48% 1.52% 22
CWP
1771
Cyndeo Wealth Partners
Florida
$957M +$29.1M +3% 4.82% – 357
ERIM
1772
Eagle Ridge Investment Management
Connecticut
$953M +$63.3M +7% 7.08% 28.2% 162
BTWM
1773
Baker Tilly Wealth Management
Wisconsin
$953M +$63.1M +7% 8.09% 85.1% 580
GWM
1774
Greenwich Wealth Management
Connecticut
$952M +$34.9M +4% 9.39% 216% 249
CCFCSB
1775
Cape Cod Five Cents Savings Bank
Massachusetts
$951M +$35.4M +4% 4.35% 20.2% 202
69 70
71
72 73