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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AH
1801
Allen Holding
New York
$634M +$83.1M +15% 17.4% 125% 12
SSWM
1802
Smith Salley Wealth Management
North Carolina
$634M +$49.6M +8% 7.82% 81.6% 195
CC
1803
Cadinha & Co
Hawaii
$632M +$86M +16% 10.3% 126% 137
BAM
1804
Belpointe Asset Management
Nevada
$632M +$274M +77% 6.5% 73.9% 669
WRBC
1805
W.R. Berkley Corp
Connecticut
$632M -$74.2M -11% 6.11% 36.1% 121
BFPW
1806
BOK Financial Private Wealth
Colorado
$631M +$11.2M +2% 3.81% 54.8% 115
LIA
1807
LBMC Investment Advisors
Tennessee
$628M +$21.6M +4% 4.43% 42.9% 103
NCM
1808
Novare Capital Management
North Carolina
$627M +$38M +6% 6.94% 69.1% 154
MAA
1809
Matrix Asset Advisors
New York
$627M +$20.9M +3% 7.19% 59.1% 68
GGI
1810
Godsey & Gibb Inc
Virginia
$627M +$48.7M +8% 7.12% 56.2% 71
KPAG
1811
KLS Professional Advisors Group
New York
$626M +$39.7M +7% 5.44% 38% 29
MFG
1812
Merit Financial Group
Georgia
$625M +$66.4M +12% 5.36% 52.7% 123
SCA
1813
Summit Creek Advisors
Minnesota
$624M +$67.4M +12% 13% 70.8% 62
BVDMP
1814
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$624M -$665K -0.1% 9.27% 116% 36
G
1815
GenTrust
Florida
$623M +$27.9M +5% 1.33% 41.7% 94
TNB
1816
Thomasville National Bank
Georgia
$623M +$42.8M +7% 6.97% 79.9% 200
PAS
1817
Park Avenue Securities
New York
$623M +$54.8M +10% 2.71% 52.7% 227
AIM
1818
Acropolis Investment Management
Missouri
$623M +$13.6M +2% 3.13% 36.9% 155
IECM
1819
Intrinsic Edge Capital Management
Illinois
$623M -$221M -26% 9.11% 191% 203
BAS
1820
Brown Advisory Securities
Maryland
$622M +$45.7M +8% 8.31% 51.2% 439
VC
1821
Vicus Capital
Pennsylvania
$622M +$15.2M +3% 4.53% 46.1% 245
WSCM
1822
Wellington Shields Capital Management
New York
$620M +$15.2M +3% 3.3% 55.7% 333
SAMH
1823
Shanda Asset Management Holdings
British Virgin Islands
$620M -$22.3M -3% 3.92% 105% 52
FLAM
1824
First Light Asset Management
Minnesota
$620M -$22.5M -4% 12.4% 208% 63
BC
1825
Blackhill Capital
New Jersey
$618M +$56.4M +10% 10.3% 150% 75