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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PIMC
2476
Praesidium Investment Management Company
New York
$678M -$132M -16% 8.2% 145% 15
OWA
2477
Octavia Wealth Advisors
Ohio
$677M +$109M +19% 7.56% 52.2% 242
IDA
2478
Intelligence Driven Advisers
California
$677M +$57.9M +9% 6.21% 40.3% 109
GLR
2479
Great Lakes Retirement
Ohio
$676M +$68.4M +11% 12% 234
LG
2480
LaFleur & Godfrey
Michigan
$676M +$4.83M +0.7% 9.03% 81.9% 139
SCA
2481
Stillwater Capital Advisors
Pennsylvania
$675M +$51.6M +8% 15% 115% 71
KBG
2482
Kahn Brothers Group
New York
$674M +$39.6M +6% 8.79% 14.7% 56
FAM
2483
Flaharty Asset Management
Florida
$674M +$40.7M +6% 4.86% 26.5% 126
LCG
2484
Luxor Capital Group
New York
$674M +$62.2M +10% 8.76% 33.6% 39
AWP
2485
Ascent Wealth Partners
New York
$674M +$61.1M +10% 9.79% 76.4% 167
ACP
2486
Aviance Capital Partners
Florida
$673M +$206M +44% 10.2% 81.3% 323
UWPG
2487
Ullmann Wealth Partners Group
Florida
$673M +$59.9M +10% 8.34% 53.6% 116
HFS
2488
Heritage Financial Services
Massachusetts
$672M +$84.3M +14% 4.16% 29.8% 113
BEAM
2489
Baker Ellis Asset Management
Washington
$672M +$47.6M +8% 8.6% 59.9% 224
WCM
2490
WestBridge Capital Management
Mauritius
$671M -$334M -33% 11.8% 40.6% 3
VCM
2491
Vision Capital Management
Oregon
$670M +$29M +5% 6.6% 56.5% 121
SVCP
2492
Silicon Valley Capital Partners
California
$670M +$73.9M +12% 11.8% 87.7% 403
CFFP
2493
Center for Financial Planning
Michigan
$669M +$125M +23% 8.08% 54.5% 622
DSAM
2494
Dock Street Asset Management
Florida
$669M +$29M +5% 18.7% 227% 47
SPC
2495
Stewart & Patten Company
California
$669M +$29.6M +5% 7.48% 27.5% 99
FTM
2496
First Turn Management
California
$668M -$27.9M -4% 21.4% 40
BA
2497
Bridgewater Advisors
New York
$668M +$8.12M +1% 5.94% 50.4% 107
CA
2498
Continuum Advisory
Idaho
$668M -$35M -5% 7.44% 55.9% 1,712
TIP
2499
Torray Investment Partners
Maryland
$668M +$49.7M +8% 10.1% 74% 98
PAMG
2500
Patton Albertson Miller Group
Tennessee
$667M +$68.1M +11% 13% 76.7% 207