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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LCS
1801
Levin Capital Strategies
New York
$976M +$12.1M +1% 1.34% 82% 457
TCM
1802
Twin Capital Management
Pennsylvania
$976M -$109M -10% 0.87% 105% 323
FIB
1803
First Interstate Bank
Montana
$975M +$24.8M +3% 1.93% 29.6% 112
FBA
1804
Front Barnett Associates
Illinois
$975M -$7.01M -0.7% 0.97% 40.5% 118
JWA
1805
JFS Wealth Advisors
Pennsylvania
$974M +$305M +45% 1.25% 41.5% 856
PFC
1806
Poplar Forest Capital
California
$974M -$44M -4% 0.99% 30% 91
EAM
1807
Evanson Asset Management
California
$974M +$12.5M +1% 0.57% 59.2% 287
CCFCSB
1808
Cape Cod Five Cents Savings Bank
Massachusetts
$974M +$5.12M +0.5% 0.97% 20.2% 182
PPC
1809
Park Presidio Capital
California
$972M -$72M -7% 0.84% 132% 15
NWM
1810
Nicola Wealth Management
British Columbia, Canada
$972M -$3.43M -0.4% 1.44% 51.9% 121
VWA
1811
Visionary Wealth Advisors
Illinois
$971M -$23.6M -2% 0.68% 55.1% 358
DIC
1812
Deer IX & Co
New York
$971M -$134M -12% 31.8% 7
BCP
1813
BSN Capital Partners
United Kingdom
$971M +$473M +95% 2.73% 5
MIAS
1814
Mason Investment Advisory Services
Virginia
$969M -$20.2M -2% 2.86% 32.4% 99
KI
1815
Koch Industries
Kansas
$968M +$719M +289% 5.31% 58.3% 10
ECG
1816
EPIQ Capital Group
California
$968M +$10.4M +1% 17.6% 4.59% 66
LNB
1817
Ledyard National Bank
$967M -$9.61M -1% 0.31% 60.7% 244
GC
1818
Garde Capital
Washington
$967M -$200K -0% 1.22% 58.5% 287
SGAM
1819
Stephens Group Asset Management
Arkansas
$967M -$428K -0% 0.79% 40.2% 24
PFM
1820
Phillips Financial Management
Indiana
$966M -$4.31M -0.4% 1.3% 31.6% 91
PC
1821
Pier Capital
Connecticut
$965M -$32.4M -3% 0.44% 155% 124
TNB
1822
Thomasville National Bank
Georgia
$965M +$21M +2% 1.19% 79.9% 224
GCA
1823
Guardian Capital Advisors
Ontario, Canada
$963M -$12.7M -1% 1.7% 26.1% 178
TF
1824
Trek Financial
Arizona
$963M +$32.8M +4% 0.09% 80.7% 264
BSB
1825
Bangor Savings Bank
Maine
$963M +$71.8M +8% 0.99% 38.1% 199