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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NAS
1926
Nicolet Advisory Services
Wisconsin
$930M +$27.1M +3% 9.92% 51.9% 339
BW
1927
Browning West
California
$928M +$231M +33% 17.7% 190% 2
WDA
1928
Wendell David Associates
New Hampshire
$928M +$78.4M +9% 9.66% 59.6% 166
WAM
1929
Weatherly Asset Management
California
$928M +$90.8M +11% 11.7% 96.3% 179
TAM
1930
Taurus Asset Management
New York
$926M +$102M +12% 12% 26.9% 91
AMI
1931
Amica Mutual Insurance
Rhode Island
$926M +$75.7M +9% 10.5% 74.9% 130
RWM
1932
RKL Wealth Management
Pennsylvania
$925M +$107M +13% 10.7% 53% 155
DIP
1933
DT Investment Partners
Pennsylvania
$925M +$99.8M +12% 9.58% 47.1% 489
BC
1934
BIT Capital
Germany
$924M +$177M +24% 46.6% 539% 142
TLFA
1935
True Link Financial Advisors
California
$924M +$90.3M +11% 5.92% 21.3% 114
YCM
1936
Yaupon Capital Management
New York
$922M +$38.3M +4% 1.01% 45.2% 129
PCA
1937
Prosperity Capital Advisors
Ohio
$922M +$166M +22% 9.54% 283
CS
1938
Central Securities
New York
$921M +$102M +12% 14.3% 102% 28
SC
1939
Strategy Capital
California
$920M +$203M +28% 30.3% 290% 10
CM
1940
Caption Management
Oklahoma
$919M +$145M +19% 2.82% 12.2% 986
BSB
1941
Bangor Savings Bank
Maine
$917M +$77.4M +9% 9.36% 38.1% 545
FNFDCM
1942
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$917M +$58.4M +7% 8.47% 43.1% 167
MFM
1943
MHR Fund Management
New York
$915M +$99.5M +12% 21.9% 118% 10
NCM
1944
Narwhal Capital Management
Georgia
$915M +$95.8M +12% 11.4% 85.2% 174
LWIC
1945
Leith Wheeler Investment Counsel
British Columbia, Canada
$913M +$157M +21% 12.5% 54.9% 58
CC
1946
Cornerstone Capital
California
$913M +$82.9M +10% 12.6% 76.4% 93
CWS
1947
Confluence Wealth Services
Pennsylvania
$912M +$406M +80% 9.96% 62.1% 306
PAM
1948
Palisade Asset Management
Minnesota
$912M +$89.7M +11% 10.4% 49.5% 200
CU
1949
CQS (US)
New York
$912M +$60.3M +7% 7.36% 14.4% 81
OCM
1950
Oribel Capital Management
New York
$911M +$274M +43% 9.7% 103% 89