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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VFA
2026
Voya Financial Advisors
Connecticut
$886M +$68.2M +8% 4.56% 36.5% 274
1IA
2027
1834 Investment Advisors
Wisconsin
$885M +$64.9M +8% 9.5% 46% 514
TFS
2028
TrustCore Financial Services
Tennessee
$885M -$130M -13% 7.62% 28.4% 1,088
MCM
2029
Makena Capital Management
California
$884M +$292M +49% 13.4% 84.7% 52
CCMD
2030
Cypress Capital Management (Delaware)
Delaware
$884M +$128M +17% 9.98% 25.6% 210
AL
2031
Arnhold LLC
New York
$883M +$16.1M +2% 6.54% 77.1% 139
JJ
2032
Johnson & Johnson
New Jersey
$878M -$262M -23% 15.3% 88.5% 27
CIM
2033
Chiron Investment Management
New York
$878M +$246M +39% 7.16% 104% 139
SI
2034
Sapience Investments
California
$878M +$36M +4% 5.86% 41.9% 91
NCM
2035
Narwhal Capital Management
Georgia
$878M +$86.8M +11% 11.8% 85.2% 169
CC
2036
Cypress Capital
Tennessee
$877M +$89.9M +11% 7.96% 28.2% 218
BB
2037
Bell Bank
North Dakota
$877M +$75.5M +9% 6.02% 50.6% 184
CT
2038
Coastline Trust
Rhode Island
$877M +$72.8M +9% 9.15% 82.8% 333
WA
2039
WBH Advisory
Maryland
$877M +$133M +18% 8.07% – 317
LWM
2040
Lyell Wealth Management
California
$876M +$53.9M +7% 8.5% 124% 195
CWM
2041
Campbell Wealth Management
Virginia
$875M +$128M +17% 6.47% 11.2% 86
LRPA
2042
L. Roy Papp & Associates
Arizona
$874M +$86.7M +11% 12.1% 54.4% 177
SCM
2043
Sirios Capital Management
Massachusetts
$873M -$82.6M -9% 11.6% 150% 86
EIM
2044
Essex Investment Management
Massachusetts
$873M +$58.1M +7% 8% 215% 449
II
2045
Inspire Investing
Idaho
$872M +$81M +10% 8.87% 68% 826
LWMT
2046
Legacy Wealth Management (Tennessee)
Tennessee
$872M +$75.1M +9% 8.24% 40.1% 20
CHP
2047
Castle Hook Partners
New York
$872M -$535M -38% 2.06% 160% 96
WFA
2048
Wipfli Financial Advisors
Wisconsin
$872M +$87.5M +11% 3.26% – 49
PIM
2049
Perpetual Investment Management
Australia
$872M +$82.4M +10% 4.71% – 244
SFG
2050
SNS Financial Group
Minnesota
$872M +$63.9M +8% 5.88% 41.8% 230
80 81
82
83 84