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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWM
1926
SeaCrest Wealth Management
New York
$579M +$113M +24% 23.7% 101% 590
RM
1927
Resource Management
Louisiana
$578M +$105M +22% 21.1% 83.2% 156
NCM
1928
Narwhal Capital Management
Georgia
$577M +$113M +24% 22.6% 85.2% 146
AWA
1929
Arete Wealth Advisors
Illinois
$577M +$69.1M +14% 18.7% 57.3% 412
TFS
1930
TrustCore Financial Services
Tennessee
$577M +$136M +31% 18.1% 28.4% 994
MHIC
1931
Marble Harbor Investment Counsel
Massachusetts
$575M +$67M +13% 22.3% 62.5% 167
PP
1932
Prospector Partners
Connecticut
$575M +$45.6M +9% 15.5% 60.3% 121
LCAM
1933
London & Capital Asset Management
United Kingdom
$575M +$149M +35% 15.4% 61.4% 110
IL
1934
Investure LLC
Virginia
$575M +$81.1M +16% 19.5% 42.4% 16
CWM
1935
Campbell Wealth Management
Virginia
$574M +$116M +25% 15.5% 11.2% 379
KFA
1936
Kays Financial Advisory
Georgia
$574M +$87.3M +18% 16.6% 23.2% 85
JAFL
1937
Jay A. Fishman Ltd
Michigan
$573M +$117M +26% 27.9% 102% 87
CEI
1938
Clark Estates Inc
New York
$572M +$80.2M +16% 20% 36% 114
CAMG
1939
CWA Asset Management Group
Florida
$571M +$46.1M +9% 22.1% 263
AIC
1940
AWM Investment Company
New York
$571M +$193M +51% 71.2% 340% 101
FFIC
1941
First Fiduciary Investment Counsel
Ohio
$570M +$192M +51% 13.4% 48.8% 64
QCMNJ
1942
Quantum Capital Management (New Jersey)
New Jersey
$570M +$134M +31% 27.7% 89.5% 37
WAS
1943
Wesleyan Assurance Society
United Kingdom
$569M +$99.8M +21% 19.6% 87% 94
BWA
1944
BDO Wealth Advisors
Florida
$569M +$74.4M +15% 17.3% 38.3% 807
TLA
1945
Tree Line Advisors
Hong Kong
$569M +$226M +66% 93.8% 401% 6
AGM
1946
Alpine Global Management
New York
$568M +$87.1M +18% 30.6% 132% 477
CWM
1947
Circle Wealth Management
New Jersey
$568M +$54.9M +11% 20.2% 58.9% 232
CBB
1948
Citizens Business Bank
California
$567M +$81.6M +17% 19.4% 81.1% 251
DCP
1949
Diameter Capital Partners
New York
$566M +$452M +397% 6.38% 48.6% 31
SC
1950
Skylands Capital
Wisconsin
$566M +$115M +26% 32.2% 42.2% 140