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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SP
2026
Stairway Partners
Illinois
$701M +$85.1M +14% 11% 34.7% 10
1IA
2027
1834 Investment Advisors
Wisconsin
$700M +$32.2M +5% 8.3% 46% 209
HWMA
2028
Heritage Wealth Management (Arizona)
Arizona
$700M +$389M +125% 8.41% 1,116
COI
2029
Connable Office Inc
Michigan
$698M +$82.8M +13% 8.9% 52.2% 221
TAM
2030
TFG Asset Management
Cayman Islands
$697M -$132M -16% 1.11% 44% 155
AIM
2031
Anchor Investment Management
South Carolina
$697M +$52.9M +8% 9.15% 58.6% 994
SWM
2032
SeaCrest Wealth Management
New York
$697M +$38.3M +6% 8.09% 101% 671
SCM
2033
Soleus Capital Management
Connecticut
$697M -$38.9M -5% 25.2% 275% 97
LOIM
2034
Liberty One Investment Management
Illinois
$696M +$88.2M +15% 12.3% 32.7% 152
FCM
2035
Fernbridge Capital Management
California
$696M -$33.7M -5% 5.83% 113% 26
KC
2036
Kepos Capital
New York
$696M -$125M -15% 3.07% 577
KOC
2037
Koss-Olinger Consulting
Florida
$695M +$107M +18% 7.05% 55% 292
BFG
2038
Bouchey Financial Group
New York
$694M +$10.4M +2% 5.25% 50.5% 104
PFC
2039
Phocas Financial Corp
California
$694M +$48.7M +8% 11.1% 98.4% 335
JCG
2040
JHL Capital Group
Illinois
$694M -$86.3M -11% 11.1% 1
GPCM
2041
Greenbrier Partners Capital Management
Texas
$694M -$88.2M -11% 3.26% 125% 14
AIC
2042
AWM Investment Company
New York
$694M +$35.9M +5% 11.7% 340% 131
JMFC
2043
J.M. Forbes & Co
Massachusetts
$693M +$53.6M +8% 11.3% 89.1% 116
RGREA
2044
Ranger Global Real Estate Advisors
Colorado
$691M -$409M -37% 2.76% 18.4% 37
FFP
2045
FourThought Financial Partners
Florida
$690M 10.5% 328
LCM
2046
LVM Capital Management
Michigan
$690M +$36.6M +6% 9.96% 70.3% 144
PMFA
2047
Plante Moran Financial Advisors
Michigan
$689M +$105M +18% 9.23% 55.9% 1,002
JCM
2048
Jag Capital Management
Missouri
$689M -$26.5M -4% 9.45% 200% 188
MC
2049
Montag & Caldwell
Georgia
$689M +$15.9M +2% 8.93% 91.3% 89
MP
2050
Makaira Partners
California
$689M +$84.4M +14% 9.05% 49.5% 11