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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AF
1951
Ally Financial
Michigan
$733M -$135M -16% 15.7% 25.9% 126
SFO
1952
Stokes Family Office
Louisiana
$733M -$20.6M -3% 12.4% 54.1% 296
WB
1953
Webster Bank
Connecticut
$733M -$130M -15% 13.6% 72.8% 555
QCMNJ
1954
Quantum Capital Management (New Jersey)
New Jersey
$732M -$75.8M -9% 13% 89.5% 34
AIP
1955
ARS Investment Partners
New York
$732M -$305M -29% 19.9% 122% 182
CCA
1956
Clearwater Capital Advisors
Illinois
$732M -$141M -16% 11.4% 32.9% 171
SC
1957
Sasco Capital
Connecticut
$730M -$72.7M -9% 9.8% 15.5% 51
NCM
1958
Narwhal Capital Management
Georgia
$729M -$125M -15% 14.4% 85.2% 165
RWM
1959
RKL Wealth Management
Pennsylvania
$729M -$104M -12% 13.9% 53% 149
BCM
1960
Bluefin Capital Management
New York
$729M -$168M -19% 6.6% – 573
SCM
1961
SIR Capital Management
New York
$729M +$160M +28% 7.8% 39.5% 98
AWAG
1962
ARS Wealth Advisors Group
Florida
$728M +$155M +27% 10.7% 62.3% 164
PCA
1963
Pallas Capital Advisors
Massachusetts
$727M -$56M -7% 13.2% 38.2% 248
MOS
1964
MGO One Seven
Ohio
$725M -$205M -22% 13.3% 73.4% 730
SIM
1965
Sandia Investment Management
Massachusetts
$725M +$21.1M +3% 0.95% 14.9% 330
OC
1966
Oakmont Corp
California
$724M -$352M -33% 26.7% 135% 35
BCM
1967
BlueCrest Capital Management
Jersey
$724M -$494M -41% 1.91% 10.9% 303
FI
1968
Fosun International
China
$722M -$436M -38% 14.6% 3.77% 215
CAM
1969
Carret Asset Management
New York
$721M -$153M -17% 13.9% 75.2% 305
NTCM
1970
Nine Ten Capital Management
Illinois
$721M -$47.2M -6% 14.1% 75.3% 10
WC
1971
Woodstock Corp
Massachusetts
$720M -$133M -16% 13.5% 97.4% 180
MCM
1972
Murphy Capital Management
New Jersey
$720M -$143M -17% 14.3% 41.6% 227
WWA
1973
WCG Wealth Advisors
Nevada
$720M – – 12.1% 50.4% 271
WAM
1974
Weatherly Asset Management
California
$718M -$137M -16% 10.9% 96.3% 198
FTDI
1975
First Trust Direct Indexing
Massachusetts
$718M -$105M -13% 13.9% 69.1% 713
77 78
79
80 81