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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VV
1926
Verity & Verity
South Carolina
$1.1B +$75.2M +7% 0.32% 47.2% 137
RI
1927
RWWM Inc
California
$1.09B +$12.3M +1% 3.81% 41.7% 21
RP
1928
Regeneron Pharmaceuticals
New York
$1.09B – – 15.7% – 6
MFS
1929
Mirabella Financial Services
United Kingdom
$1.09B -$687M -39% 3.86% 90.3% 294
SMC
1930
Smith, Moore & Co
Missouri
$1.09B +$46.9M +4% 0.48% 51.1% 509
SFM
1931
Stack Financial Management
Montana
$1.09B -$20.3M -2% 3.85% 54.1% 52
HFM
1932
Hartford Funds Management
Pennsylvania
$1.09B +$12.9M +1% 2.61% 18% 104
FFW
1933
Fusion Family Wealth
New York
$1.09B +$4.7M +0.4% 1.76% 44.2% 46
XF
1934
XML Financial
Maryland
$1.09B +$12.8M +1% 0.33% 45.3% 371
UAS
1935
United Asset Strategies
New York
$1.09B +$15.9M +1% 4.68% 89.4% 252
RIA
1936
Recurrent Investment Advisors
Texas
$1.09B +$83.7M +8% 5.11% 68.9% 68
NAS
1937
Nicolet Advisory Services
Wisconsin
$1.09B +$29.3M +3% 0.47% 51.9% 398
BBA
1938
Baader Bank Aktiengesellschaft
Germany
$1.09B -$99.1M -8% 2.61% 92% 471
TTWM
1939
TCV Trust & Wealth Management
Virginia
$1.08B -$33.5M -3% 0.2% 55.3% 205
SIA
1940
Soltis Investment Advisors
Utah
$1.08B +$56.3M +6% 2.84% 59.9% 399
BCM
1941
BTC Capital Management
Iowa
$1.08B -$46M -4% 2.19% – 215
WA
1942
WBH Advisory
Maryland
$1.08B +$21.6M +2% 0.08% – 335
SOS
1943
Silver Oak Securities
Tennessee
$1.08B +$129M +14% 0.91% 47.2% 664
UIC
1944
Uniplan Investment Counsel
Wisconsin
$1.08B -$70.1M -6% 1.72% 31.7% 138
TF
1945
Tompkins Financial
New York
$1.08B +$31.9M +3% 1.52% 60.8% 610
COCM
1946
Charter Oak Capital Management
New Hampshire
$1.07B +$4.01M +0.4% 1.32% 40.1% 192
DCM
1947
Dupont Capital Management
Delaware
$1.07B -$125M -10% 2.95% 97.6% 144
CAM
1948
Cozad Asset Management
Illinois
$1.07B +$25.6M +2% 3.8% 89.3% 421
RW
1949
RVW Wealth
California
$1.07B -$4.61M -0.4% 0.36% 48.1% 162
FFBTD
1950
First Financial Bank - Trust Division
Ohio
$1.07B -$19.7M -2% 0.59% 47.7% 215
76 77
78
79 80