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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SC
1951
Sasco Capital
Connecticut
$843M +$30.5M +4% 5.76% 15.5% 57
EECFX
1952
EnCap Energy Capital Fund XI
Texas
$843M +$585M +227% 6.97% 14.4% 2
GEM
1953
Global Endowment Management
North Carolina
$842M -$97.3M -10% 2.45% 32.7% 104
JC
1954
Jacobs & Co
California
$841M +$31M +4% 7.91% 71.6% 126
MGWM
1955
Marks Group Wealth Management
Minnesota
$841M +$58.2M +7% 6.72% 69.3% 289
CS
1956
Central Securities
New York
$841M +$39.2M +5% 7.35% 102% 26
BIC
1957
Beach Investment Counsel
Pennsylvania
$841M +$90M +12% 3.68% 36% 165
AG
1958
Avala Global
New York
$840M +$229M +37% 21.4% – 16
CCA
1959
Clearwater Capital Advisors
Illinois
$840M +$20.6M +3% 3.16% 32.9% 159
1IA
1960
1834 Investment Advisors
Wisconsin
$839M +$4.56M +0.5% 4.17% 46% 250
GCM
1961
Ghisallo Capital Management
Massachusetts
$838M +$422M +101% 5.57% 84.4% 134
TCM
1962
TD Capital Management
Tennessee
$837M +$29.6M +4% 4.19% 36.1% 424
W
1963
Wealthquest
Ohio
$837M +$66.2M +9% 5.41% 45.7% 127
BHWM
1964
Beaird Harris Wealth Management
Texas
$835M +$278M +50% 1.57% 31.5% 503
JFA
1965
JNBA Financial Advisors
Minnesota
$834M +$65.7M +9% 4.06% 46.1% 757
CCM
1966
Condor Capital Management
New Jersey
$834M +$36.6M +5% 6.4% 52.6% 218
RIA
1967
Retirement Investment Advisors
Oklahoma
$834M +$275M +49% 4.06% – 78
HCM
1968
Hilton Capital Management
New York
$833M +$68.3M +9% 4.75% 42.8% 165
FFW
1969
Fusion Family Wealth
New York
$832M +$54.4M +7% 4.68% 44.2% 46
SVCF
1970
Silicon Valley Community Foundation
California
$832M +$137M +20% 33% 309% 18
CU
1971
CQS (US)
New York
$832M +$39.3M +5% 3.34% 14.4% 76
CM
1972
Capula Management
Cayman Islands
$831M -$319M -28% 2.67% 44.1% 547
LC
1973
L1 Capital
Australia
$831M +$113M +16% 0.14% 101% 16
CST
1974
Charles Schwab Trust
Nevada
$830M +$1.54M +0.2% 3.6% 35.4% 146
AF
1975
Arrow Financial
New York
$829M +$61.6M +8% 5.25% 52.9% 329
77 78
79
80 81