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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PFGIA
2501
Patriot Financial Group Insurance Agency
Massachusetts
$493M -$68.9M -12% 14.8% 63.4% 2,264
JFGLC
2502
Johnson Financial Group LLC (Colorado)
Colorado
$492M -$104M -17% 16.2% 48.5% 61
FAM
2503
Flaharty Asset Management
Florida
$492M -$52.7M -10% 11.8% 26.5% 132
WA
2504
Waddell & Associates
Tennessee
$491M -$132M -21% 14% 146% 155
BPM
2505
Blue Pool Management
Hong Kong
$491M -$138M -22% 20.9% 125% 2
LWM
2506
Laidlaw Wealth Management
New York
$491M -$108M -18% 14.2% 115% 427
CBT
2507
Central Bank & Trust
Kentucky
$490M -$136M -22% 15.1% 101% 330
AW
2508
ACG Wealth
Georgia
$490M -$39.2M -7% 12.5% 45.5% 1,110
PAMG
2509
Patton Albertson Miller Group
Tennessee
$490M -$92.3M -16% 12% 76.7% 252
ACG
2510
Allen Capital Group
Nebraska
$489M -$31.7M -6% 11.5% 41.3% 173
PG
2511
Proffitt & Goodson
Tennessee
$489M -$62.1M -11% 11.6% 37.8% 281
MAP
2512
Madison Avenue Partners
New York
$489M -$46.8M -9% 7.05% 137% 21
CCM
2513
Cohen Capital Management
California
$488M -$82.8M -14% 12.1% 58.2% 145
MCO
2514
MAK Capital One
New York
$487M +$32.8M +7% 2.87% 134% 14
OAM
2515
Ophir Asset Management
Australia
$487M -$164M -25% 16.2% 184% 44
MIM
2516
Miller Investment Management
Pennsylvania
$486M -$149M -23% 15.8% 63.1% 100
RWA
2517
Ropes Wealth Advisors
Massachusetts
$486M -$96.5M -17% 13.2% 71% 291
IHAM
2518
Integral Health Asset Management
New York
$486M +$102M +27% 9.51% 328% 86
IMOV
2519
Investment Management of Virginia
Virginia
$486M -$83.3M -15% 12.9% 93.5% 184
GWS
2520
Glassman Wealth Services
Virginia
$486M -$62.6M -11% 14.3% 61.5% 2,148
SCM
2521
Somerset Capital Management
United Kingdom
$485M -$56M -10% 9.7% 7.5% 13
BL
2522
Bleichroeder LP
New York
$484M -$79.2M -14% 10.9% 98.5% 115
CNB
2523
Camden National Bank
Maine
$484M -$67.7M -12% 10.4% 50.3% 141
CST
2524
Charles Schwab Trust
Nevada
$483M -$87.2M -15% 11.2% 35.4% 161
BA
2525
Bridgewater Advisors
New York
$483M +$71.2M +17% 11.9% 50.4% 255