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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PI
2526
Parkside Investments
Illinois
$545M +$8.83M +2% 1.36% 41.9% 94
RIA
2527
RPG Investment Advisory
California
$544M -$34.6M -6% 2.07% 147% 85
CAC
2528
Certified Advisory Corp
Florida
$544M -$3.67K -0% 2.57% 46.1% 296
VCM
2529
Vision Capital Management
Oregon
$543M -$42.5M -7% 3.83% 56.5% 106
EEP
2530
Edgehill Endowment Partners
Connecticut
$543M -$22.9M -4% 3.69% 11.6% 7
AWP
2531
Ascent Wealth Partners
New York
$543M -$24.7M -4% 3.16% 76.4% 172
SCM
2532
SKBA Capital Management
California
$542M -$12.6M -2% 0.97% 54.2% 80
ACG
2533
Allen Capital Group
Nebraska
$542M -$17.1M -3% 2.35% 41.3% 179
MC
2534
McMorgan & Co
California
$541M +$9.26M +2% 3.95% 23.8% 52
MC
2535
MIG Capital
California
$540M -$12.6M -2% 12.3% 92% 17
MCO
2536
MAK Capital One
New York
$540M +$12M +2% 1.14% 134% 11
HCA
2537
Heck Capital Advisors
Wisconsin
$539M -$41M -7% 3.1% 38.8% 194
UIA
2538
UG Investment Advisers
Taiwan
$538M +$351M +188% 2.1% 24
FPIS
2539
Financial Planning & Information Services
Wisconsin
$537M -$4.82M -0.9% 3.35% 13% 88
LF
2540
Lee Financial
Texas
$537M -$34.3M -6% 2.45% 55.7% 876
GWI
2541
Grace & White Inc
New York
$536M -$7.29M -1% 0.23% 52.5% 149
UWPG
2542
Ullmann Wealth Partners Group
Florida
$535M +$36.5M +7% 3.33% 53.6% 102
CSPAM
2543
Cary Street Partners Asset Management
Virginia
$535M -$3M -0.6% 3.17% 25.3% 209
QCM
2544
Qsemble Capital Management
New York
$535M +$394M +280% 5.58% 428
AW
2545
Atlas Wealth
Ohio
$535M -$8.9M -2% 0.32% 249
AWA
2546
Artemis Wealth Advisors
New York
$535M -$14.3M -3% 3.37% 89.4% 80
BPM
2547
Blue Pool Management
Hong Kong
$533M +$53.9M +11% 11.2% 125% 1
PI
2548
PFG Investments
New York
$533M -$26.9M -5% 4.4% 553
SVCP
2549
Silicon Valley Capital Partners
California
$533M -$3.04M -0.6% 2.5% 87.7% 342
BC
2550
Brio Consultants
California
$532M -$20.6M -4% 3.01% 35.7% 100