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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LFM
2051
LGT Fund Management
Liechtenstein
$682M -$68.8M -9% 18.6% 107% 218
BC
2052
BIT Capital
Germany
$681M -$293M -30% 18.5% 539% 176
BWC
2053
Blue Whale Capital
United Kingdom
$680M -$360M -35% 23.2% 215% 20
AC
2054
AltraVue Capital
Washington
$680M -$55.7M -8% 5.64% 182% 34
LGWM
2055
Litman Gregory Wealth Management
California
$680M -$3.69M -0.5% 12.3% 41.2% 90
JMFC
2056
J.M. Forbes & Co
Massachusetts
$679M -$111M -14% 12.1% 89.1% 121
OFG
2057
Oxford Financial Group
Indiana
$678M -$110M -14% 12.6% 76.1% 298
MG
2058
Magnolia Group
Nebraska
$678M -$52.6M -7% 6.24% 21.3% 11
SFBLI
2059
Southern Farm Bureau Life Insurance
Mississippi
$677M -$36.8M -5% 15% 43.8% 33
CT
2060
Coastline Trust
Rhode Island
$676M -$147M -18% 12.6% 82.8% 335
HI
2061
Handelsinvest Investeringsforvaltning
Denmark
$675M -$151M -18% 14% 37.9% 112
KSCM
2062
King Street Capital Management
New York
$674M -$395M -37% 13.5% 99.4% 55
NAS
2063
Nicolet Advisory Services
Wisconsin
$674M -$92.5M -12% 12.7% 51.9% 209
DIP
2064
DT Investment Partners
Pennsylvania
$673M -$102M -13% 12.3% 47.1% 163
ADL
2065
Asset Dedication LLC
California
$673M -$225M -25% 9.25% 50.5% 1,059
TW
2066
Transform Wealth
Colorado
$672M -$220M -25% 13.7% 48.3% 233
BFG
2067
Beacon Financial Group
Texas
$672M -$78.5M -10% 10.7% 46% 232
EC
2068
Estate Counselors
Wisconsin
$672M -$97.1M -13% 8.8% 43.1% 207
FVWA
2069
Foster Victor Wealth Advisors
South Carolina
$672M -$58.2M -8% 13.1% 58.7% 150
CCMD
2070
Cypress Capital Management (Delaware)
Delaware
$672M -$125M -16% 11% 25.6% 211
WCM
2071
Woodson Capital Management
Connecticut
$671M -$10.4M -2% 10.8% 174% 44
VS
2072
VK Services
California
$671M -$1.28B -66% 54% 1,197% 11
SCA
2073
Spearhead Capital Advisors
Florida
$670M -$137M -17% 15.8% 25.2% 217
AWA
2074
Arkadios Wealth Advisors
Georgia
$670M -$90.8M -12% 14% 72.3% 611
IVGAI
2075
Index Venture Growth Associates III
Jersey
$670M -$550M -45% 34.3% 825% 4