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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NAM
2476
NTV Asset Management
West Virginia
$475M -$35.8M -7% 5.05% 74.3% 251
JWM
2477
JGP Wealth Management
Oregon
$475M -$20M -4% 4.8% 54.9% 147
SAF
2478
Smith Anglin Financial
Texas
$475M +$133M +39% 4.21% 52.7% 153
APW
2479
Austin Private Wealth
Texas
$475M +$24.2M +5% 5.58% 48.9% 138
CL
2480
CIM LLC
New York
$474M -$7.38M -2% 1.49% 116% 168
CFA
2481
Cahill Financial Advisors
Minnesota
$474M +$3.96M +0.8% 5.96% 44.9% 223
SDH
2482
Sloy Dahl & Holst
Washington
$474M +$54.7M +13% 13% 169% 81
KCM
2483
Kynam Capital Management
New Jersey
$473M +$85.7M +22% 20.1% 164% 39
BC
2484
Brio Consultants
California
$473M +$32.7M +7% 5.29% 35.7% 104
SS
2485
Sunbelt Securities
Texas
$473M +$200K +0% 4.62% 73.8% 460
DACG
2486
Donor Advised Charitable Giving
California
$473M -$105M -18% 18% 885% 42
DC
2487
Dendur Capital
New York
$472M +$37.5M +9% 0.44% 109% 16
T
2488
TCWP
Ohio
$472M +$1.93M +0.4% 5.38% – 302
SCM
2489
SKBA Capital Management
California
$472M -$28.4M -6% 4.67% 54.2% 76
SWP
2490
Strategic Wealth Partners
Ohio
$471M +$8.2M +2% 5.92% – 288
ERFOTCOFW
2491
Employees Retirement Fund of the City of Fort Worth
Texas
$471M -$29.1M -6% 5.8% 35.5% 12
IGWM
2492
ICA Group Wealth Management
Colorado
$471M -$63.7M -12% 5.13% – 395
GWS
2493
Glassman Wealth Services
Virginia
$471M -$15.2M -3% 4.59% 61.5% 2,119
HWA
2494
HCR Wealth Advisors
California
$471M -$27.6M -6% 3.29% 74.6% 181
BL
2495
BFSG LLC
California
$470M -$82.7M -15% 6.6% 61.8% 198
PL
2496
Parkwood LLC
Ohio
$470M -$33.3M -7% 2.14% 82.8% 177
RB
2497
Rodgers Brothers
Pennsylvania
$469M -$36.7M -7% 7% 52% 198
GCM
2498
Glynn Capital Management
California
$469M -$12.3M -3% 2.29% 171% 51
BIM
2499
Bridgecreek Investment Management
Oklahoma
$468M -$14.3M -3% 2.05% 48.4% 111
ICA
2500
Infrastructure Capital Advisors
New York
$468M -$44.6M -9% 0.15% 35.5% 103
98 99
100
101 102