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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WWA
1926
WCG Wealth Advisors
Nevada
$856M +$75.8M +10% 4.49% 50.4% 190
IAM
1927
Ion Asset Management
Israel
$856M -$96.9M -10% 5.38% 75% 42
AIP
1928
ARS Investment Partners
New York
$856M +$22.9M +3% 8.76% 122% 171
SC
1929
Styrax Capital
New York
$855M +$215M +34% 21.1% 376% 19
WCM
1930
Wealthcare Capital Management
Virginia
$854M +$34.3M +4% 3.05% 31.2% 78
MICM
1931
Matthews International Capital Management
California
$854M -$149M -15% 2.38% 125% 51
NGA
1932
Naples Global Advisors
Florida
$852M +$50.4M +6% 5.02% 57% 404
MW
1933
Marcum Wealth
Ohio
$852M +$50.5M +6% 5.39% 20% 429
NCM
1934
Narwhal Capital Management
Georgia
$851M +$51.5M +6% 9.24% 85.2% 175
FDCC
1935
Foster Dykema Cabot & Co
Massachusetts
$850M +$72.7M +9% 8.09% 34% 393
AC
1936
AltraVue Capital
Washington
$850M +$17.3M +2% 7.6% 182% 30
LNWTC
1937
Laird Norton Wetherby Trust Company
Washington
$850M +$48.9M +6% 9.34% 71.4% 123
CFD
1938
Creative Financial Designs
Indiana
$850M +$86M +11% 4.37% 40.7% 1,537
PAM
1939
PSquared Asset Management
Switzerland
$849M +$155M +22% 1.28% 237% 18
BFC
1940
Banc Funds Company
Illinois
$849M -$87.3M -9% 4.34% 18.2% 159
NSGL
1941
No Street GP LP
California
$848M +$64.5M +8% 11.2% 244% 34
WC
1942
Woodstock Corp
Massachusetts
$847M +$63.3M +8% 9.95% 97.4% 174
RW
1943
RVW Wealth
California
$847M +$40.9M +5% 4.83% 48.1% 163
TCM
1944
Tran Capital Management
California
$847M +$45.2M +6% 11.5% 101% 42
NL
1945
NEPC LLC
Massachusetts
$847M +$518M +157% 2.24% 16.9% 40
BRIM
1946
Broad Run Investment Management
Virginia
$845M +$6.13M +0.7% 10.9% 141% 26
RWM
1947
RKL Wealth Management
Pennsylvania
$845M +$53.3M +7% 5.72% 53% 137
PMFA
1948
Plante Moran Financial Advisors
Michigan
$845M +$113M +15% 6.08% 55.9% 919
KA
1949
Kintegral Advisory
New York
$844M +$70M +9% 10.5% 105% 265
WA
1950
WBH Advisory
Maryland
$844M +$43.1M +5% 5.86% – 307
76 77
78
79 80