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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TWM
2026
Tanglewood Wealth Management
Texas
$662M -$78.9M -11% 5.91% 46.2% 32
LOM
2027
LTS One Management
New York
$662M -$127M -16% 11.5% 21.9% 5
MG
2028
Magnolia Group
Nebraska
$662M -$16.1M -2% 3.74% 21.3% 11
LRPA
2029
L. Roy Papp & Associates
Arizona
$661M -$28.4M -4% 3.73% 54.4% 171
PP
2030
PDT Partners
New York
$661M -$473M -42% 3.39% 142% 1,175
TPWA
2031
TRUE Private Wealth Advisors
Oregon
$661M -$26.6M -4% 3.73% 52.3% 242
IVAV
2032
Index Venture Associates VI
Jersey
$661M +$60.1M +10% 22.5% 1,033% 2
VFP
2033
Verus Financial Partners
Virginia
$661M -$37.1M -5% 5.49% 33.4% 108
HS
2034
Hazelview Securities
Ontario, Canada
$660M -$84.9M -11% 11.7% – 30
ORI
2035
Oak Ridge Investments
Illinois
$660M -$27.4M -4% 1.51% 166% 161
MW
2036
Marcum Wealth
Ohio
$659M -$8.8M -1% 5.99% 20% 415
SMC
2037
Smith, Moore & Co
Missouri
$659M +$10.5M +2% 5.33% 51.1% 418
SWM
2038
SeaCrest Wealth Management
New York
$659M -$136M -17% 4.67% 101% 1,642
RCA
2039
Resonant Capital Advisors
Wisconsin
$658M +$17.7M +3% 4.47% 39.1% 248
AWA
2040
Arkadios Wealth Advisors
Georgia
$658M -$12.2M -2% 4.89% 72.3% 578
AIC
2041
AWM Investment Company
New York
$658M +$22.9M +4% 13.4% 340% 128
SH
2042
SeaTown Holdings
Singapore
$657M +$196M +43% 5.33% 129% 72
MC
2043
Middleton & Co
Massachusetts
$657M -$123M -16% 3.98% 72.8% 163
MGWM
2044
Marks Group Wealth Management
Minnesota
$657M -$36.3M -5% 4.15% 69.3% 296
ACM
2045
Ashford Capital Management
Delaware
$656M -$48.1M -7% 1.81% 111% 98
CB
2046
Community Bank
New York
$655M -$43.3M -6% 5.93% 50.4% 711
MHIC
2047
Marble Harbor Investment Counsel
Massachusetts
$655M -$1.13M -0.2% 4.84% 62.5% 182
PCMF
2048
Private Capital Management (Florida)
Florida
$655M +$23.7M +4% 13.1% 117% 136
AWAG
2049
ARS Wealth Advisors Group
Florida
$655M -$73.6M -10% 5.2% 62.3% 170
NTCM
2050
Nine Ten Capital Management
Illinois
$654M -$66.5M -9% 4.7% 75.3% 10
80 81
82
83 84