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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FWA
2401
FORM Wealth Advisors
Wisconsin
$827M +$90.5M +12% 8.51% – 66
AIMC
2402
Alley Investment Management Company
Illinois
$826M +$29M +4% 5.47% 52.1% 91
JWM
2403
JGP Wealth Management
Oregon
$825M +$65.4M +9% 7.57% 54.9% 207
JWBC
2404
J.W. Burns & Co
New York
$824M +$52.3M +7% 9.67% 74.8% 191
TS
2405
Tamar Securities
California
$823M +$86M +12% 12.1% 77.5% 75
KW
2406
KWB Wealth
California
$823M -$6.05M -0.7% 7.91% 38.4% 169
GSWM
2407
Golden State Wealth Management
California
$822M +$149M +22% 10.1% – 1,677
PCA
2408
Private Capital Advisors
Connecticut
$821M -$15.3M -2% 3.51% 100% 87
OCAM
2409
Onex Canada Asset Management
Ontario, Canada
$820M +$43.9M +6% 11% 75.5% 124
CH
2410
Cannae Holdings
Nevada
$820M -$95.6M -10% 0.22% 23.3% 5
FWM
2411
Focused Wealth Management
New York
$819M +$84.2M +11% 11.1% 58.2% 201
ACA
2412
Atlas Capital Advisors
Wyoming
$819M +$18.2M +2% 10.2% 70.1% 1,017
SCM
2413
Scopia Capital Management
New York
$819M +$126M +18% 8.06% 39.1% 35
SOW
2414
State of Wyoming
Wyoming
$818M +$64.1M +8% 13.7% 94.2% 2,160
BBI
2415
Baxter Bros Inc
Connecticut
$818M +$58.3M +8% 10% 77.5% 157
CM
2416
Columbus Macro
Pennsylvania
$817M +$58.6M +8% 4.34% 35.4% 222
FA
2417
Fiducient Advisors
Illinois
$817M +$16.7M +2% 3.48% 40.7% 180
FTF
2418
Freedom Together Foundation
New York
$817M +$51.6M +7% 9.09% – 23
SC
2419
Slow Capital
California
$817M +$69.6M +9% 21.6% 122% 122
TFA
2420
Teamwork Financial Advisors
Texas
$815M +$89M +12% 16.3% 106% 174
BWP
2421
BlueStem Wealth Partners
Minnesota
$814M +$80.6M +11% 7.84% – 127
KM
2422
Kora Management
New York
$814M +$49.2M +6% 39.6% 384% 8
LFC
2423
LCC Family Corp
$813M – – 16.4% – 1
SP
2424
Symmetry Partners
Connecticut
$813M +$93.6M +13% 7.33% 48.1% 159
EWM
2425
Evermay Wealth Management
Virginia
$812M +$51M +7% 7.47% 53.1% 609
95 96
97
98 99