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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SBCM
2276
Schwerin Boyle Capital Management
Massachusetts
$897M -$73.1M -8% 7.22% 91% 54
TCMX
2277
Technology Crossover Management X
California
$897M +$212M +31% 31.5% 266% 6
KBFS
2278
Kohmann Bosshard Financial Services
Ohio
$896M +$48.5M +6% 6.31% 32.4% 292
IFWM
2279
Institute for Wealth Management
Colorado
$896M +$118M +15% 17.3% 123% 564
AHB
2280
Abner Herrman & Brock
New Jersey
$896M +$113M +14% 17.4% 111% 57
WA
2281
Wealth Alliance
New York
$895M +$69.1M +8% 8.16% 68.4% 571
BL
2282
BFSG LLC
California
$894M +$72.1M +9% 8.34% 61.8% 708
B
2283
Bensler
Washington
$894M +$95.1M +12% 13.1% 79.1% 177
UA
2284
Unison Advisors
District of Columbia
$894M +$108M +14% 6.48% 39.3% 179
BG
2285
BDF Gestion
France
$894M -$23.1M -3% 16.4% – 148
SFC
2286
SYM Financial Corp
Indiana
$893M +$81.8M +10% 8.86% 41.3% 452
LA
2287
LVW Advisors
New York
$893M +$63.5M +8% 7.51% 54.5% 341
JCM
2288
Jag Capital Management
Missouri
$892M +$143M +19% 22.2% 200% 149
NCM
2289
Nellore Capital Management
California
$892M +$157M +21% 22.3% 162% 17
AIC
2290
AWM Investment Company
New York
$892M +$166M +23% 41% 340% 106
OQS
2291
Occudo Quantitative Strategies
Florida
$891M +$138M +18% 12% 77.5% 949
MC
2292
Middleton & Co
Massachusetts
$890M +$34.3M +4% 8.9% 72.8% 168
TPWA
2293
TRUE Private Wealth Advisors
Oregon
$890M +$66.8M +8% 7.85% 52.3% 260
GHC
2294
Graham Holdings Company
Virginia
$890M -$11.5M -1% 0.01% 78% 5
FMP
2295
Financial Management Professionals
Texas
$889M +$106M +14% 9.63% 51.4% 1,090
PDM
2296
Penn Davis McFarland
Texas
$888M +$42.5M +5% 5.81% 63.6% 78
AWM
2297
Aprio Wealth Management
Georgia
$887M +$88.4M +11% 8.48% 42.6% 438
TC
2298
Trust Company
Kansas
$886M +$44M +5% 6.41% 30.8% 456
PP
2299
Pertento Partners
United Kingdom
$886M +$48.3M +6% 12.4% 122% 24
SPC
2300
Spirepoint Private Client
Florida
$886M +$120M +16% 10.6% – 239
90 91
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