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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WAM
1951
Weatherly Asset Management
California
$566M +$108M +24% 24.6% 96.3% 176
BL
1952
Bleichroeder LP
New York
$565M +$183M +48% 40.7% 98.5% 79
SGDR
1953
SPX Gestao de Recursos
Brazil
$565M +$15.8M +3% 26.4% 65.9% 69
SF
1954
Summit Financial
New Jersey
$565M +$110M +24% 19.5% 69.3% 49
CA
1955
Callahan Advisors
Texas
$564M +$87.7M +18% 20.3% 75.1% 131
HCM
1956
Hengehold Capital Management
Ohio
$564M +$94.5M +20% 11.9% 38.9% 137
HH
1957
HSG Holding
Hong Kong
$563M +$131M +30% 66.5% 5.32% 13
PFC
1958
Phocas Financial Corp
California
$563M +$66M +13% 26.9% 98.4% 218
DWM
1959
Dakota Wealth Management
Florida
$563M +$111M +25% 17.6% 81.7% 287
PAM
1960
Private Asset Management
California
$563M +$87.3M +18% 19% 38.2% 137
BOPW
1961
Brandywine Oak Private Wealth
Pennsylvania
$563M +$78.3M +16% 15.1% 43.5% 271
JWM
1962
Jackson Wealth Management
Florida
$563M +$84.3M +18% 23.3% 66.8% 134
TAMH
1963
Taikang Asset Management (HK)
Hong Kong
$562M +$119M +27% 38.9% 114% 91
AAP
1964
Arax Advisory Partners
Colorado
$562M +$128M +29% 15.3% 43.8% 727
CIA
1965
CSat Investment Advisory
Michigan
$561M +$201M +56% 15.4% 73.5% 1,199
NB
1966
NBT Bank
New York
$561M +$71.7M +15% 18.5% 54.3% 217
AIP
1967
Almanack Investment Partners
Pennsylvania
$561M +$95.7M +21% 19.2% 40.8% 338
JMFC
1968
J.M. Forbes & Co
Massachusetts
$561M +$113M +25% 19.9% 89.1% 100
EPM
1969
Elm Partners Management
Pennsylvania
$560M +$106M +23% 15.2% 33.3% 45
BBCM
1970
Broad Bay Capital Management
New York
$560M +$198M +55% 42% 214% 20
MHS
1971
M Holdings Securities
Oregon
$559M -$117M -17% 19.5% 55.1% 245
RC
1972
Randolph Company
Ohio
$559M +$54.5M +11% 16.4% 80.4% 45
MYIA
1973
Mount Yale Investment Advisors
Colorado
$558M +$115M +26% 27.6% 73.5% 368
FBFS
1974
First Business Financial Services
Wisconsin
$558M +$55.6M +11% 16.9% 56.9% 128
AHB
1975
Abner Herrman & Brock
New Jersey
$557M +$115M +26% 21.9% 111% 119
77 78
79
80 81