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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HBT
2076
Hills Bank & Trust
Iowa
$677M -$2.03M -0.3% 10.5% 55.1% 250
AWA
2077
Aaron Wealth Advisors
Illinois
$675M +$133M +25% 10.2% 68.4% 279
MC
2078
Middleton & Co
Massachusetts
$675M +$17.6M +3% 7.23% 72.8% 161
DG
2079
DigitalBridge Group
Florida
$674M +$9.91M +1% 7.54% 51.4% 58
DCM
2080
Discovery Capital Management
Connecticut
$674M +$35.2M +6% 12.4% 297% 71
PTC
2081
Private Trust Company
Ohio
$674M +$58.3M +9% 9.49% 61.8% 2,336
ORI
2082
Oak Ridge Investments
Illinois
$671M +$11.7M +2% 8.91% 166% 163
CT
2083
Coastline Trust
Rhode Island
$671M +$46.2M +7% 10.4% 82.8% 316
CLC
2084
Charles-Lim Capital
Hong Kong
$671M +$173M +35% 6.42% 10.4% 11
WPC
2085
Wedmont Private Capital
Pennsylvania
$668M +$171M +34% 9.25% 65.5% 477
COCM
2086
Charter Oak Capital Management
New Hampshire
$668M +$42.7M +7% 6.93% 40.1% 167
TWM
2087
Tanglewood Wealth Management
Texas
$668M +$5.15M +0.8% 8.15% 46.2% 32
MAA
2088
Matrix Asset Advisors
New York
$667M +$57M +9% 10.5% 59.1% 88
VIM
2089
Vancity Investment Management
British Columbia, Canada
$667M +$37.7M +6% 6.64% – 55
HS
2090
Hazelview Securities
Ontario, Canada
$667M +$6.16M +0.9% 6.23% – 29
AIA
2091
Absolute Investment Advisers
Florida
$666M +$104M +18% 0% 1.21% 119
IP
2092
Isthmus Partners
Wisconsin
$666M +$84.7M +15% 11.8% 54.1% 169
LWIC
2093
Leith Wheeler Investment Counsel
British Columbia, Canada
$665M +$69M +12% 8.91% 54.9% 55
PWMAG
2094
Pinnacle Wealth Management Advisory Group
New Jersey
$665M +$63.8M +11% 9.56% 62.4% 316
ACP
2095
Aveo Capital Partners
Colorado
$665M +$84.7M +15% 6.73% 19.1% 348
SW
2096
SoFi Wealth
California
$664M +$67M +11% 6.46% 48.7% 11
EWM
2097
Endurance Wealth Management
Rhode Island
$664M +$58.2M +10% 10.8% 59% 677
CC
2098
Commodore Capital
New York
$664M +$41.7M +7% 49.8% 1,331% 41
SJIC
2099
St. James Investment Company
Texas
$663M +$41.5M +7% 13.9% 37.8% 32
GAM
2100
Griffin Asset Management
New York
$663M +$61.2M +10% 12.4% 82.7% 221
82 83
84
85 86