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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IB
2026
Intrust Bank
Kansas
$940M +$6.84M +0.7% 3.15% 80.9% 398
BST
2027
Bath Savings Trust
Maine
$940M -$1.8M -0.2% 2% 59.3% 172
GCA
2028
Guardian Capital Advisors
Ontario, Canada
$939M +$11.2M +1% 0.94% 26.1% 178
PE
2029
PSG Equity
Massachusetts
$938M +$133M +17% 16.6% 16.2% 1
PRA
2030
Pine Ridge Advisers
New York
$938M +$82.9M +10% 0.32% 87.1% 34
GA
2031
GuoLine Advisory
Singapore
$937M +$117M +14% 7.36% – 20
TFA
2032
Transamerica Financial Advisors
Florida
$937M -$45.5M -5% 2.69% 50.1% 605
AFP
2033
Ausdal Financial Partners
Iowa
$936M +$75.6M +9% 1.12% 42.6% 517
APM
2034
a16z Perennial Management
California
$935M -$136M -13% 5.86% – 47
GAM
2035
Gemmer Asset Management
California
$935M +$73.1M +8% 2.18% 55.7% 147
FTF
2036
Freedom Together Foundation
New York
$934M +$17.8M +2% 6.85% – 24
MIA
2037
MMBG Investment Advisors
Florida
$933M -$15.2M -2% 4.78% 109% 163
WP
2038
WealthPLAN Partners
Nebraska
$931M -$34.4M -4% 2.74% – 329
SFG
2039
SNS Financial Group
Minnesota
$931M +$19M +2% 2.43% 41.8% 195
NP
2040
Ninepoint Partners
Ontario, Canada
$930M +$141M +18% 2.39% 25.5% 111
FG
2041
Fiduciary Group
Georgia
$930M +$12M +1% 2.66% 57.5% 276
COI
2042
Connable Office Inc
Michigan
$929M +$46.7M +5% 1.95% 52.2% 226
APW
2043
Austin Private Wealth
Texas
$929M +$59.5M +7% 2.99% 48.9% 238
KL
2044
KIM LLC
Kansas
$929M +$114M +14% 9.17% 52.9% 284
PTC
2045
Private Trust Company
Ohio
$929M +$2.88M +0.3% 2.43% 61.8% 2,373
KL
2046
KWMG LLC
Kansas
$927M +$13.5M +1% 0.13% 43.5% 136
CCA
2047
Conservest Capital Advisors
Pennsylvania
$927M -$53.1M -5% 0.76% 45.7% 111
NEWAS
2048
N.E.W. Advisory Services
Wisconsin
$927M +$25.4M +3% 0.79% 41% 188
ET
2049
Entropy Technologies
New York
$925M -$12.8M -1% 1.33% – 990
FBIL
2050
First Beijing Investment Ltd
Hong Kong
$924M +$405M +78% 17.8% – 9
80 81
82
83 84