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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BWA
1951
BDO Wealth Advisors
Florida
$945M +$36.7M +4% 5.78% 38.3% 1,181
KTA
1952
Keeley-Teton Advisors
Illinois
$944M +$26.5M +3% 7.36% 28.9% 338
PIP
1953
Permian Investment Partners
Texas
$944M -$15M -2% 12.3% 105% 55
NC
1954
NewSquare Capital
Pennsylvania
$944M +$88.6M +10% 6.7% 46.4% 416
CAAS
1955
Capital Asset Advisory Services
Michigan
$942M +$44.4M +5% 7.17% 41.4% 738
EC
1956
EMS Capital
New York
$942M -$189M -17% 4.24% 223% 21
SFG
1957
Sage Financial Group
Pennsylvania
$939M +$126M +16% 7.31% 51.5% 77
MPMG
1958
Minneapolis Portfolio Management Group
Minnesota
$939M +$44.6M +5% 9.42% 92.6% 32
GCM
1959
Glynn Capital Management
California
$939M -$201M -18% 10.1% 171% 52
CC
1960
Cornerstone Capital
California
$938M +$70.7M +8% 8.49% 76.4% 94
MWM
1961
Meridian Wealth Management
Kentucky
$936M +$126M +16% 11.5% 96.6% 426
JAFL
1962
Jay A. Fishman Ltd
Michigan
$936M +$129M +16% 13.9% 102% 99
MIM
1963
Merewether Investment Management
Texas
$934M +$233M +33% 5.77% 184% 46
CCM
1964
Condor Capital Management
New Jersey
$934M -$5.41M -0.6% 7.59% 52.6% 439
PAM
1965
PSquared Asset Management
Switzerland
$934M +$73.1M +8% 8.56% 237% 10
CCA
1966
Conservest Capital Advisors
Pennsylvania
$933M +$46M +5% 7.47% 45.7% 93
ICM
1967
Indaba Capital Management
California
$933M +$65.4M +8% 3.54% 23.4% 64
BTWM
1968
Baker Tilly Wealth Management
Wisconsin
$931M +$174M +23% 9.02% 85.1% 549
MCM
1969
Murphy Capital Management
New Jersey
$931M +$75.9M +9% 10.3% 41.6% 236
FQ
1970
First Quadrant
California
$930M +$72.8M +8% 11.3% 90.6% 562
EWM
1971
Endurance Wealth Management
Rhode Island
$930M +$30.5M +3% 12.5% 59% 660
AAIM
1972
American Assets Investment Management
California
$928M +$122M +15% 6.78% 316% 182
BDWM
1973
Brewin Dolphin Wealth Management
Ireland
$928M +$51.2M +6% 9.3% 47.7% 347
TCMX
1974
Technology Crossover Management X
California
$928M +$595M +179% 20.7% 266% 7
LSA
1975
L & S Advisors
California
$927M +$1.35M +0.1% 12.9% 173% 387