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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KOC
1926
Koss-Olinger Consulting
Florida
$802M +$107M +15% 8.26% 55% 276
CA
1927
CapWealth Advisors
Tennessee
$802M -$49.2M -6% 5.32% 114% 112
CS
1928
Central Securities
New York
$802M +$27.7M +4% 8.52% 102% 26
MW
1929
Marcum Wealth
Ohio
$801M +$47.3M +6% 6.54% 20% 432
WA
1930
WBH Advisory
Maryland
$801M – – 6.08% – 296
LNWTC
1931
Laird Norton Wetherby Trust Company
Washington
$801M +$96.7M +14% 11% 71.4% 126
BCLSI
1932
Bain Capital Life Sciences Investors
Massachusetts
$800M -$94.7M -11% 3.41% 278% 36
NCM
1933
Narwhal Capital Management
Georgia
$799M +$47.6M +6% 7.35% 85.2% 165
TLFA
1934
True Link Financial Advisors
California
$799M +$61M +8% 3.27% 21.3% 120
CWM
1935
Campbell Wealth Management
Virginia
$798M +$79.7M +11% 5.92% 11.2% 80
CCM
1936
Condor Capital Management
New Jersey
$797M -$3.7M -0.5% 6.4% 52.6% 261
FBFS
1937
First Business Financial Services
Wisconsin
$797M +$52.6M +7% 5.46% 56.9% 171
DGAM
1938
Desjardins Global Asset Management
Quebec, Canada
$794M +$160M +25% 11.1% – 637
LF
1939
Longbow Finance
Switzerland
$794M +$51.7M +7% 8.35% – 70
B
1940
Bridgeworth
Alabama
$793M +$165M +26% 5.06% 19.7% 173
ICP
1941
Ironvine Capital Partners
Nebraska
$793M +$20.2M +3% 8.17% 63.7% 50
CU
1942
CQS (US)
New York
$792M +$31.3M +4% 4% 14.4% 81
RWM
1943
RKL Wealth Management
Pennsylvania
$792M +$43.8M +6% 6.6% 53% 135
LCS
1944
Levin Capital Strategies
New York
$792M +$52.2M +7% 3.99% 82% 285
HP
1945
Harvey Partners
New York
$791M +$20.2M +3% 8.23% 117% 41
MIA
1946
MMBG Investment Advisors
Florida
$789M +$33.8M +4% 21.1% 109% 168
GCM
1947
Gladstone Capital Management
United Kingdom
$787M +$13.2M +2% 24.7% 247% 19
SIA
1948
Soltis Investment Advisors
Utah
$786M +$26.4M +3% 3.57% 59.9% 278
II
1949
Inspire Investing
Idaho
$786M +$8.74M +1% 6.47% 68% 807
WMC
1950
Westwood Management Corporation
Illinois
$786M +$43.5M +6% 19.8% 44.3% 72
76 77
78
79 80