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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MIOT
2126
Massachusetts Institute of Technology
Massachusetts
$996M +$288M +41% 38.9% 139% 10
WDA
2127
Wendell David Associates
New Hampshire
$994M -$7.94M -0.8% 3.27% 59.6% 153
AE
2128
American Express
New York
$994M -$152M -13% 13.2% – 3
EP
2129
Eversept Partners
New York
$992M +$109M +12% 0.43% 103% 74
VFA
2130
Voya Financial Advisors
Connecticut
$991M +$85.1M +9% 7.08% 36.5% 240
NP
2131
Nilsine Partners
Colorado
$989M +$77M +8% 10.2% – 401
FWP
2132
Falcon Wealth Planning
California
$989M +$89.7M +10% 7.16% 43.9% 180
UIC
2133
Uniplan Investment Counsel
Wisconsin
$989M -$39.1M -4% 3.01% 31.7% 212
LOIM
2134
Liberty One Investment Management
Illinois
$988M +$149K +0% 1.12% 32.7% 147
MAA
2135
Matrix Asset Advisors
New York
$988M +$82M +9% 7.98% 59.1% 111
BST
2136
Bath Savings Trust
Maine
$988M +$21M +2% 4.94% 59.3% 167
PCMF
2137
Private Capital Management (Florida)
Florida
$987M +$91.6M +10% 4.34% 117% 150
GXJ
2138
Global X Japan
Japan
$987M +$117M +13% 18.3% – 373
6CM
2139
683 Capital Management
New York
$986M +$309K +0% 10.3% 136% 146
WA
2140
Wealth Architects
California
$984M +$77.9M +9% 8.66% 51.5% 239
TCM
2141
Telos Capital Management
California
$982M +$64.4M +7% 7.36% 51.1% 201
VFP
2142
Verus Financial Partners
Virginia
$981M +$105M +12% 6.33% 33.4% 111
SPWG
2143
Syntegra Private Wealth Group
Missouri
$980M +$125M +15% 9.01% – 185
AWA
2144
Aaron Wealth Advisors
Illinois
$979M +$107M +12% 10.2% 68.4% 525
TC
2145
Tairen Capital
Hong Kong
$979M -$534M -35% 26.7% 247% 109
VC
2146
Vivo Capital
California
$977M +$222M +29% 32% 1,480% 45
SEM
2147
Suncoast Equity Management
Florida
$977M +$91.9M +10% 13.1% 104% 89
NFG
2148
Nadler Financial Group
Illinois
$977M +$73.9M +8% 10.6% 67.8% 138
ANBT
2149
American National Bank & Trust
Texas
$976M +$75.8M +8% 7.59% 71.6% 733
RC
2150
Randolph Company
Ohio
$975M +$121M +14% 14.7% 80.4% 52
84 85
86
87 88