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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LIM
1951
Lingotto Investment Management
United Kingdom
$622M +$12.4M +2% 8.81% 442% 9
KC
1952
KCL Capital
New York
$622M +$349M +127% 7.6% 110% 99
WCP
1953
Waterfront Capital Partners
New York
$622M +$22.4M +4% 6.3% 54.5% 61
AF
1954
Ally Financial
Michigan
$621M +$13.7M +2% 3.24% 25.9% 121
M
1955
Mirova
France
$621M +$186M +43% 43.2% 44.1% 230
AWMS
1956
Advocacy Wealth Management Services
Georgia
$621M +$127M +26% 3.71% 29.7% 140
DTL
1957
Dynamic Technology Lab
Singapore
$621M -$43.6M -7% 5.71% 24.8% 1,508
DWM
1958
Dakota Wealth Management
Florida
$621M +$57.9M +10% 8.67% 81.7% 301
RCYC
1959
Richard C. Young & Co
Rhode Island
$620M +$20.1M +3% 7.1% 53.3% 88
AACA
1960
American Assets Capital Advisers
California
$620M +$100M +19% 10.1% 47% 36
TW
1961
Transform Wealth
Colorado
$620M +$36.4M +6% 9.32% 48.3% 237
WAM
1962
Weatherly Asset Management
California
$620M +$54.1M +10% 9.26% 96.3% 183
OFG
1963
Oxford Financial Group
Indiana
$620M +$30.1M +5% 9.48% 76.1% 204
HCM
1964
Hengehold Capital Management
Ohio
$619M +$55.9M +10% 5.41% 38.9% 140
WC
1965
Woodstock Corp
Massachusetts
$619M +$32.6M +6% 9.3% 97.4% 162
NCM
1966
Narwhal Capital Management
Georgia
$619M +$41.7M +7% 9.78% 85.2% 156
SFG
1967
SNS Financial Group
Minnesota
$619M +$85.8M +16% 6.89% 41.8% 193
DLPIC
1968
Davide Leone & Partners Investment Company
United Kingdom
$619M -$91.4M -13% 4.32% 58.7% 24
MCM
1969
Maple Capital Management
Vermont
$617M +$107M +21% 10.2% 104% 105
OC
1970
Oakworth Capital
Alabama
$617M +$60M +11% 8.02% 49.6% 635
IA
1971
IFG Advisory
Georgia
$616M +$61.1M +11% 7.3% 51.1% 422
SWM
1972
Segment Wealth Management
Texas
$616M +$75M +14% 10.7% 90.2% 210
CIA
1973
CCM Investment Advisers
South Carolina
$616M +$28.9M +5% 6.55% 115% 69
AFA
1974
American Financial Advisors
Georgia
$615M -$9.2M -1% 5.36% 41% 112
BWA
1975
BDO Wealth Advisors
Florida
$614M +$45.1M +8% 7.14% 38.3% 993