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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FBFS
1926
First Business Financial Services
Wisconsin
$545M +$42.5M +8% 4.59% 56.9% 88
Cetera Investment Advisers
1927
Cetera Investment Advisers
Illinois
$545M +$93M +21% 4.83% 56.1% 427
KLWA
1928
Kelly Lawrence W & Associates
California
$544M +$18.9M +4% 5.64% 61.6% 160
EECFV
1929
EnCap Energy Capital Fund VIII
Texas
$543M +$394M +264% 6.56% 20.2% 3
WAM
1930
Winslow Asset Management
Ohio
$543M +$27M +5% 7.53% 83.4% 96
MCM
1931
Masters Capital Management
Georgia
$543M -$15.4M -3% 1.41% 20% 68
FC
1932
Finepoint Capital
Massachusetts
$543M +$93.9M +21% 7.84% 45.1% 11
TW
1933
Transform Wealth
Colorado
$543M +$256M +89% 7.54% 48.3% 259
WC
1934
Woodstock Corp
Massachusetts
$542M +$17.6M +3% 5.57% 97.4% 170
CLC
1935
Charles-Lim Capital
Hong Kong
$542M +$47.1M +10% 4.19% 10.4% 7
DWT
1936
Dorsey & Whitney Trust
South Dakota
$542M +$39.1M +8% 6.71% 70.3% 378
FPCM
1937
Financial Partners Capital Management
New York
$542M +$18.6M +4% 4.87% 34.2% 124
GIM
1938
GCA Investment Management
New York
$541M +$31.4M +6% 5.56% 27.3% 45
TOGEPT
1939
Trustees of General Electric Pension Trust
Connecticut
$541M -$209M -28% 27.8% 184% 1
PWP
1940
Private Wealth Partners
California
$541M +$43.2M +9% 6.75% 94% 136
MA
1941
MCF Advisors
Kentucky
$539M +$29.4M +6% 3.99% 41.1% 537
KGI
1942
Kopernik Global Investors
Florida
$538M +$24.5M +5% 0.79% 119% 29
AH
1943
Allen Holding
New York
$538M -$2.73M -0.5% 3.35% 125% 10
DS
1944
DRW Securities
Illinois
$537M +$412M +330% 3.34% 34.5% 470
SFM
1945
Signet Financial Management
New Jersey
$537M +$27M +5% 6.13% 63.3% 224
HC
1946
Highstar Capital
New York
$537M -$179M -25% 4.98% 5.86% 2
EC
1947
ECP ControlCo
New Jersey
$535M +$48.3M +10% 10.7% 1.8% 3
NA
1948
Navellier & Associates
Nevada
$535M +$20M +4% 8.07% 214% 333
PI
1949
PFS Investments
Georgia
$534M 3.3% 36.3% 78
OA
1950
Oxbow Advisors
Texas
$534M +$8.69M +2% 2.39% 51.4% 258