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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
W
2526
Wealthquest
Ohio
$404M +$10.7M +3% 6.84% 45.7% 118
MC
2527
Minot Capital
Colorado
$404M +$77.1M +24% 8.48% 19.6% 14
PJB
2528
Paul John Balson
California
$404M +$138M +52% 25.2% 82
MDSL
2529
M.D. Sass LLC
New York
$403M +$26.4M +7% 5.09% 59% 38
RIM
2530
Redwood Investment Management
Arizona
$403M +$53.3M +15% 5.33% 50.3% 310
TTSTC
2531
Texas Treasury Safekeeping Trust Company
Texas
$403M -$53.4M -12% 2.15% 23.5% 5
MRCM
2532
M&R Capital Management
New Jersey
$403M +$29.6M +8% 12.5% 52.6% 487
KCM
2533
Kathmere Capital Management
Pennsylvania
$403M +$60.4M +18% 4.97% 41.5% 409
IAIM
2534
International Assets Investment Management
Florida
$402M -$15.7M -4% 11% 74.5% 469
KFP
2535
KMG Fiduciary Partners
Ohio
$402M +$42.1M +12% 9.2% 81.9% 148
BAM
2536
Bell Asset Management
Australia
$402M +$33.2M +9% 8.74% 46.1% 63
IMOV
2537
Investment Management of Virginia
Virginia
$402M +$1.12M +0.3% 4.35% 93.5% 150
1SAMC
2538
12th Street Asset Management Company
Tennessee
$402M +$40.6M +11% 14.8% 74.6% 30
SAM
2539
Sandbar Asset Management
United Kingdom
$402M +$78M +24% 16.9% 128% 52
CAL
2540
Capital Advisors Ltd
Ohio
$401M +$22.1M +6% 6.69% 48.5% 464
VM
2541
VPR Management
Texas
$401M +$65.6M +20% 5.22% 39.2% 26
SVCP
2542
Silicon Valley Capital Partners
California
$400M +$78.5M +24% 11.5% 87.7% 55
HR
2543
Hardy Reed
Mississippi
$399M +$117M +42% 7.13% 57.4% 87
NEPWA
2544
New England Private Wealth Advisors
Massachusetts
$399M +$32.7M +9% 7.24% 36.3% 84
SFG
2545
StrategIQ Financial Group
Indiana
$398M +$27.8M +7% 5.69% 12.6% 193
ATPW
2546
Ashton Thomas Private Wealth
Arizona
$398M +$61.2M +18% 8.03% 62% 271
GIP
2547
Greatmark Investment Partners
Georgia
$398M +$18.3M +5% 8% 63.2% 127
NEIRG
2548
New England Investment & Retirement Group
Massachusetts
$397M -$521K -0.1% 8.61% 72.5% 78
PS
2549
Pensionfund Sabic
Netherlands
$397M +$43.4M +12% 6.23% 22.3% 205
AI
2550
Aperture Investors
New York
$397M +$22M +6% 16.9% 129% 90