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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TSAM
2026
Trinity Street Asset Management
United Kingdom
$778M -$124M -14% 2.93% 72.7% 24
LNWTC
2027
Laird Norton Wetherby Trust Company
Washington
$777M -$72.3M -9% 4.43% 71.4% 123
SIA
2028
Soltis Investment Advisors
Utah
$777M -$83.2M -10% 3.82% 59.9% 290
FWM
2029
FFT Wealth Management
Pennsylvania
$777M -$27.9M -3% 3.46% 56.3% 137
TCM
2030
Tran Capital Management
California
$777M -$70.6M -8% 3.01% 101% 43
WM
2031
WS Management
Florida
$777M +$47.2M +6% 0.28% 72% 59
PIMC
2032
Praesidium Investment Management Company
New York
$776M -$324M -29% 1.18% 145% 17
GSIS
2033
Global Strategic Investment Solutions
Arizona
$776M -$25.2M -3% 3.13% 43.2% 151
RCG
2034
Rock Creek Group
District of Columbia
$776M +$85.9M +12% 2.03% 40% 206
SC
2035
Sasco Capital
Connecticut
$775M -$68.1M -8% 9.35% 15.5% 61
AWA
2036
Aaron Wealth Advisors
Illinois
$775M +$6.19M +0.8% 1.34% 68.4% 278
FAAM
2037
First Ascent Asset Management
Colorado
$775M +$23.8M +3% 3.59% 4.18% 72
CM
2038
Caption Management
Oklahoma
$774M +$207M +36% 0.37% 12.2% 910
OQS
2039
Occudo Quantitative Strategies
Florida
$774M -$190M -20% 6.78% 77.5% 1,404
UAS
2040
United Asset Strategies
New York
$774M -$28.6M -4% 3.15% 89.4% 247
PP
2041
PDS Planning
Ohio
$773M -$9.14M -1% 3.18% 45.6% 361
FFS
2042
Founders Financial Securities
Maryland
$772M +$14.6M +2% 3.22% 52.4% 353
PWMAG
2043
Pinnacle Wealth Management Advisory Group
New Jersey
$772M -$32.5M -4% 3.6% 62.4% 343
VIM
2044
Vancity Investment Management
British Columbia, Canada
$771M -$6.28M -0.8% 3.15% – 75
EECFX
2045
EnCap Energy Capital Fund XI
Texas
$770M -$72.6M -9% 33.6% 14.4% 2
BPIH
2046
Broad Peak Investment Holdings
Singapore
$770M +$32.2M +4% 6.65% 37.1% 23
CAM
2047
Cozad Asset Management
Illinois
$770M -$31.9M -4% 2.77% 89.3% 397
SWM
2048
SeaCrest Wealth Management
New York
$770M -$22.3M -3% 2.15% 101% 666
JMFC
2049
J.M. Forbes & Co
Massachusetts
$769M -$34.3M -4% 2.99% 89.1% 130
VFP
2050
Verus Financial Partners
Virginia
$768M -$25.6M -3% 3.41% 33.4% 105
80 81
82
83 84