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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RP
2051
Regal Partners
Australia
$988M -$144M -13% 1.33% 86.7% 68
IB
2052
Intrust Bank
Kansas
$987M -$13.2M -1% 0.26% 80.9% 404
PAM
2053
Palisade Asset Management
Minnesota
$986M -$35.7M -3% 2.54% 49.5% 199
BST
2054
Bath Savings Trust
Maine
$984M -$22.1M -2% 0.14% 59.3% 174
TCM
2055
TD Capital Management
Tennessee
$984M -$14.5M -1% 0.13% 36.1% 605
TIA
2056
Traphagen Investment Advisors
New Jersey
$983M -$8.13M -0.8% 1.38% 44% 190
JC
2057
Jacobs & Co
California
$983M -$17.1M -2% 0.76% 71.6% 127
GP
2058
Guardian Partners
Canada
$983M – – 1.69% – 165
HMCP
2059
Hook Mill Capital Partners
New York
$982M +$185M +23% 11.1% – 54
WA
2060
Waddell & Associates
Tennessee
$981M +$159M +19% 64.9% 146% 165
WCWM
2061
Willow Creek Wealth Management
California
$981M +$29.6M +3% 2.03% 24.6% 159
SAM
2062
Smartleaf Asset Management
Massachusetts
$981M +$157M +19% 2.17% – 3,054
TCA
2063
Teewinot Capital Advisers
New York
$980M -$9.44M -1% 7.71% 211% 28
PEP
2064
Providence Equity Partners
Rhode Island
$980M -$14.8M -1% 2.58% 8.66% 3
JFA
2065
JNBA Financial Advisors
Minnesota
$979M -$13.7M -1% 1.86% 46.1% 676
TCBWMS
2066
Texas Capital Bank Wealth Management Services
Texas
$978M -$38.6M -4% 1.01% 74% 214
AC
2067
Avenir Corporation
Virginia
$977M -$14.9M -2% 5.18% 68.6% 69
TA
2068
Townsend & Associates
Colorado
$976M +$2.03M +0.2% 2.65% 43.8% 107
CET
2069
Clean Energy Transition
United Kingdom
$976M +$73.9M +8% 0.38% 168% 18
AMI
2070
Amica Mutual Insurance
Rhode Island
$976M -$56.5M -5% 0.32% 74.9% 138
AWA
2071
Amplius Wealth Advisors
Pennsylvania
$975M +$59.2M +6% 0.7% 47.9% 187
FHC
2072
First Heartland Consultants
Missouri
$975M +$45M +5% 0.59% 40.6% 517
SBCM
2073
Schwerin Boyle Capital Management
Massachusetts
$975M +$20.3M +2% 3.36% 91% 53
M
2074
MOTCO
Texas
$975M -$25.6M -3% 1.29% 46.5% 611
BG
2075
BDF Gestion
France
$975M +$43.8M +5% 3.65% – 156
81 82
83
84 85