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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GWP
2501
Gateway Wealth Partners
Wisconsin
$555M -$4.69M -0.8% 3.39% 273
DCM
2502
Discovery Capital Management
Connecticut
$554M -$303M -35% 6.84% 297% 69
IF
2503
Intrua Financial
Texas
$552M -$6.97M -1% 2.54% 53.4% 378
NAM
2504
NTV Asset Management
West Virginia
$552M -$21.4M -4% 2.59% 74.3% 266
NRG
2505
Nemes Rush Group
Michigan
$552M -$15.4M -3% 3.44% 734
HR
2506
Hardy Reed
Mississippi
$552M -$15.8M -3% 3.71% 57.4% 108
SWIG
2507
Strategic Wealth Investment Group
Kentucky
$552M -$78.5M -12% 3.91% 129
RIM
2508
RW Investment Management
Idaho
$551M +$67.9M +14% 2.27% 88
RC
2509
RBO & Co
California
$550M -$37.8M -6% 4.42% 28.9% 56
PP
2510
Passaic Partners
New Jersey
$550M -$35M -6% 4.35% 44.8% 10
HS
2511
Hazelview Securities
Ontario, Canada
$550M -$97.3M -15% 8.25% 48
WAM
2512
Wallington Asset Management
Indiana
$550M -$7.73M -1% 1.5% 58.6% 84
CEI
2513
Clark Estates Inc
New York
$550M -$43.6M -7% 6.54% 36% 108
CIC
2514
Cornercap Investment Counsel
Georgia
$550M -$25.8M -4% 2.78% 45.9% 683
SCA
2515
Stillwater Capital Advisors
Pennsylvania
$550M -$15.9M -3% 3.51% 115% 74
CWP
2516
Curated Wealth Partners
California
$549M +$33.9M +7% 8.23% 147
PIA
2517
Perennial Investment Advisors
California
$549M -$12.2M -2% 3.25% 71.2% 341
EC
2518
Engaged Capital
California
$549M -$143M -21% 7.91% 39.2% 10
TAM
2519
TFG Asset Management
Cayman Islands
$548M -$192M -26% 0.02% 44% 52
IFWM
2520
Institute for Wealth Management
Colorado
$548M -$16.6M -3% 2.36% 123% 473
KCM
2521
Kingdon Capital Management
New York
$547M -$25.6M -4% 0.69% 127% 98
WFAG
2522
Wescott Financial Advisory Group
Pennsylvania
$547M -$19M -3% 3.44% 45.4% 164
WWM
2523
Windsor Wealth Management
Indiana
$546M -$11M -2% 1.45% 37.3% 166
PHP
2524
Parkman Healthcare Partners
Connecticut
$546M -$31.1M -5% 3.84% 258% 117
SC
2525
Slow Capital
California
$545M -$31.6M -5% 4.33% 122% 129