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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
4WM
2201
49 Wealth Management
Texas
$939M +$109M +13% 6.06% 202
RFM
2202
Royal Fund Management
Florida
$938M +$98.1M +12% 12.6% 58.1% 269
IWA
2203
IBEX Wealth Advisors
New Jersey
$937M +$181M +24% 18.2% 206
LF
2204
Longbow Finance
Switzerland
$937M +$102M +12% 17.5% 100
GL
2205
GTCR LLC
Illinois
$937M +$45M +5% 23.4% 17.5% 3
WA
2206
Waddell & Associates
Tennessee
$937M +$113M +14% 8.99% 146% 247
CAM
2207
Carret Asset Management
New York
$936M +$50.8M +6% 9.34% 75.2% 284
GSIS
2208
Global Strategic Investment Solutions
Arizona
$936M +$71.5M +8% 8.07% 43.2% 156
AAM
2209
Azzad Asset Management
Virginia
$933M +$84.1M +10% 12.2% 86.9% 325
PLFA
2210
Pacific Life Fund Advisors
California
$933M +$41.6M +5% 7.33% 20
IAS
2211
IMA Advisory Services
Colorado
$933M +$89.8M +11% 8.95% 59.5% 571
RIM
2212
Rockbridge Investment Management
New York
$933M +$87.8M +10% 6.82% 28.2% 136
DP
2213
DDD Partners
Washington
$933M +$110M +13% 8.28% 72.4% 122
SM
2214
Sunriver Management
Connecticut
$933M +$122M +15% 6.59% 23% 27
MP
2215
Mangrove Partners
Connecticut
$931M +$6.44M +0.7% 13% 157% 243
CA
2216
Cornerstone Advisory
Maryland
$931M +$74.4M +9% 6.84% 43.9% 247
PIMJS
2217
PKO Investment Management Joint-Stock
Poland
$931M +$49.1M +6% 13.1% 65% 182
DCM
2218
Dupont Capital Management
Delaware
$931M +$27.5M +3% 15.4% 97.6% 123
FC
2219
Forte Capital
New York
$930M +$87.3M +10% 14.8% 98.3% 244
TBA
2220
Tower Bridge Advisors
Pennsylvania
$930M +$35.3M +4% 9.96% 69% 208
CWMK
2221
Caliber Wealth Management (Kansas)
Kansas
$930M +$197M +27% 10.1% 297
AG
2222
Artal Group
Luxembourg
$930M +$46M +5% 12.5% 157% 2
OCMI
2223
Oaktop Capital Management II
New Jersey
$930M +$179M +24% 30.2% 128% 15
WA
2224
WFM Asia
British Virgin Islands
$929M +$33.2M +4% 6.13% 72% 8
KCM
2225
Kynam Capital Management
New Jersey
$929M -$240M -21% 1.67% 164% 34