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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SFO
1951
Stokes Family Office
Louisiana
$701M -$32.1M -4% 5.51% 54.1% 296
FBFS
1952
First Business Financial Services
Wisconsin
$700M -$42.1M -6% 5.54% 56.9% 171
SAM
1953
Sawgrass Asset Management
Florida
$700M -$80.8M -10% 4.5% 77.6% 158
TIM
1954
Triodos Investment Management
Netherlands
$700M -$10.3M -1% 0.44% 90.2% 48
MMC
1955
Mizuho Markets Cayman
Cayman Islands
$699M +$113M +19% 8.44% 69.1% 57
RI
1956
RWWM Inc
California
$699M -$51.8M -7% 9.27% 41.7% 14
HEC
1957
Hudson Executive Capital
New York
$698M -$90M -11% 10.7% 142% 9
LOAMU
1958
Lombard Odier Asset Management (USA)
New York
$698M +$222M +46% 0.98% 8.43% 408
AIM
1959
Aigen Investment Management
New York
$697M +$102M +17% 5.18% 38% 823
CA
1960
Callahan Advisors
Texas
$696M -$54.9M -7% 5.41% 75.1% 147
WAM
1961
Weatherly Asset Management
California
$696M -$22.2M -3% 1.88% 96.3% 182
JC
1962
Jacobs & Co
California
$696M -$51.1M -7% 6.29% 71.6% 125
RWM
1963
RKL Wealth Management
Pennsylvania
$694M -$34.8M -5% 5.84% 53% 139
PWPCM
1964
Perella Weinberg Partners Capital Management
New York
$694M -$78.5M -10% 5.34% 1.52% 30
NA
1965
Nottingham Advisors
New York
$694M -$43.4M -6% 5.77% 36.7% 135
SCM
1966
Simcoe Capital Management
New York
$693M -$11.4M -2% 4.77% 94.7% 18
WA
1967
WBH Advisory
Maryland
$693M -$56.4M -8% 5.42% – 309
FTS
1968
Fifth Third Securities
Ohio
$692M -$36.7M -5% 5.41% 43.7% 199
CWM
1969
Campbell Wealth Management
Virginia
$692M -$22.1M -3% 4.41% 11.2% 77
SC
1970
Shellback Capital
Massachusetts
$692M +$116M +20% 3.72% 231% 102
JAFL
1971
Jay A. Fishman Ltd
Michigan
$691M -$42.5M -6% 5.24% 102% 92
MAM
1972
Mastrapasqua Asset Management
Tennessee
$691M -$42.8M -6% 4.48% 54.9% 155
NFG
1973
Nations Financial Group
Iowa
$691M -$54.3M -7% 4.66% 80% 568
TLFA
1974
True Link Financial Advisors
California
$690M +$28.6M +4% 4.5% 21.3% 135
WB
1975
Webster Bank
Connecticut
$690M -$42.8M -6% 4.45% 72.8% 544
77 78
79
80 81