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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HWA
2126
Heartwood Wealth Advisors
Virginia
$523M – – 6.23% 38.4% 85
FAT
2127
First American Trust
California
$522M +$24M +5% 7.18% 78.9% 151
NFT
2128
Nan Fung Trinity
Hong Kong
$522M – – 19.1% 32.3% 28
WMA
2129
White Mountains Advisors
Connecticut
$522M +$15.5M +3% 8.45% 33.4% 3
AA
2130
Apriem Advisors
California
$522M +$70.5M +16% 8.29% 62.4% 145
CAM
2131
Claret Asset Management
Quebec, Canada
$521M +$39.4M +8% 9.27% 65.3% 208
OIM
2132
Oracle Investment Management
Connecticut
$520M +$118M +29% 33.1% 540% 18
TWM
2133
Tanglewood Wealth Management
Texas
$520M +$61.2M +13% 5.54% 46.2% 19
SC
2134
Serenity Capital
California
$519M +$85.9M +20% 29.8% – 8
WCM
2135
Weld Capital Management
New York
$519M -$26.6M -5% 8.44% – 1,086
SIA
2136
Soltis Investment Advisors
Utah
$519M – – 5.47% 59.9% 153
MWM
2137
Merriman Wealth Management
Washington
$519M +$24.5M +5% 8.6% 18.3% 197
CCA
2138
Checchi Capital Advisers
California
$518M +$39.2M +8% 4.8% 51% 459
CWM
2139
Cabot Wealth Management
Massachusetts
$518M +$44.5M +9% 9.42% 70.4% 136
MCM
2140
Maple Capital Management
Vermont
$517M +$52.7M +11% 7.26% 104% 128
AWG
2141
Alpha Wave Global
New York
$517M +$46.8M +10% 10.6% 124% 24
SAM
2142
Skyline Asset Management
Illinois
$517M +$10.4M +2% 11.3% 26.1% 63
ED
2143
Exane Derivatives
France
$516M +$6.02M +1% 8.83% 43.9% 686
VHAM
2144
Van Hulzen Asset Management
California
$516M +$43.1M +9% 8.89% 76.9% 302
MMEA
2145
Main Management ETF Advisors
California
$516M +$55.9M +12% 9.34% 80.7% 12
VV
2146
Verity & Verity
South Carolina
$515M +$42.8M +9% 6.89% 47.2% 118
UAS
2147
United Asset Strategies
New York
$515M +$58.2M +13% 7.34% 89.4% 218
VFCM
2148
Valley Forge Capital Management
Florida
$515M +$66.4M +15% 14.6% 137% 9
BMM
2149
Berkshire Money Management
Massachusetts
$514M +$29.8M +6% 6.03% 47.8% 38
AF
2150
Arrow Financial
New York
$513M +$31.4M +7% 8.37% 52.9% 339
84 85
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