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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
JFA
2251
JNBA Financial Advisors
Minnesota
$496M +$29.8M +6% 6.12% 46.1% 607
WA
2252
WBH Advisory
Maryland
$495M +$82.2M +20% 8.5% – 251
FFW
2253
Fusion Family Wealth
New York
$495M +$71.2M +17% 6.4% 44.2% 112
NFT
2254
Nan Fung Trinity
Hong Kong
$495M +$44.3M +10% 7.6% 32.3% 68
JC
2255
Joho Capital
New York
$495M +$145M +42% 20.1% 130% 11
KL
2256
KWMG LLC
Kansas
$494M +$32.1M +7% 5.35% 43.5% 126
TIA
2257
Traphagen Investment Advisors
New Jersey
$494M +$51.4M +12% 5.79% 44% 158
AIM
2258
Anchor Investment Management
South Carolina
$493M +$45.5M +10% 8.56% 58.6% 947
BCM
2259
Barometer Capital Management
Ontario, Canada
$492M -$42.7M -8% 16.7% 265% 176
SP
2260
ShawSpring Partners
Massachusetts
$492M +$45.7M +10% 29.3% 50.2% 7
OHM
2261
Ordinal Holdings ManageCo
New York
$491M -$13.4M -3% 2.5% 19.5% 1
UM
2262
Ulysses Management
New York
$491M +$1.88M +0.4% 5.08% 29.3% 57
CL
2263
CIM LLC
New York
$491M +$150M +44% 11.8% 116% 147
BAS
2264
Brown Advisory Securities
Maryland
$491M +$22M +5% 9.93% 51.2% 244
AIIMS
2265
Analyst IMS Investment Management Services
Israel
$490M +$59.7M +14% 12.6% 75.4% 89
CIPU
2266
Caledonia Investments plc (UK)
United Kingdom
$490M +$47M +11% 12.4% 81% 12
LOIM
2267
Liberty One Investment Management
Illinois
$489M +$42.6M +10% 6.73% 32.7% 136
PHS
2268
Pekin Hardy Strauss
Illinois
$489M +$36.1M +8% 6.34% 61.2% 244
CCM
2269
CoreView Capital Management
Hong Kong
$487M – – 49% 76.4% 10
EIM
2270
Elephas Investment Management
Hong Kong
$487M +$257M +111% 77.9% 430% 25
CA
2271
Calton & Associates
Florida
$487M +$28.1M +6% 8.07% 51.2% 368
DK
2272
Darrell & King
Virginia
$487M -$53.2M -10% 11.5% – 45
AAIM
2273
American Assets Investment Management
California
$486M +$43.1M +10% 3.44% 316% 123
ST
2274
Sentinel Trust
Texas
$486M +$48.2M +11% 6.82% 65.5% 60
LI
2275
LVZ Inc
Michigan
$486M +$39M +9% 4.5% 38.7% 93
89 90
91
92 93