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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SP
2526
ShawSpring Partners
Massachusetts
$609M +$11.8M +2% 7.56% 50.2% 6
BTWM
2527
Baker Tilly Wealth Management
Wisconsin
$609M +$2.14M +0.4% 12% 85.1% 496
KCMH
2528
Keywise Capital Management (HK)
Hong Kong
$609M +$5.05M +0.8% 14.7% 877% 11
FWM
2529
Focused Wealth Management
New York
$608M +$42.1M +7% 9.44% 58.2% 1,063
PP
2530
Paloma Partners
Connecticut
$608M +$126M +26% 1.29% 8.76% 511
WP
2531
WealthShield Partners
North Carolina
$608M -$56M -8% 10.1% 52.3% 517
GLR
2532
Great Lakes Retirement
Ohio
$607M +$52.4M +9% 11.9% 237
GA
2533
GRS Advisors
Illinois
$606M +$41.1M +7% 13% 26.5% 37
ECM
2534
Engine Capital Management
New York
$606M +$157M +35% 11.9% 71.7% 43
KWM
2535
Keebeck Wealth Management
Illinois
$606M +$31.9M +6% 11.7% 66.9% 285
IFAM
2536
Institutional & Family Asset Management
Colorado
$606M -$2.49M -0.4% 7.73% 19% 759
OHCM
2537
Oak Hill Capital Management
New York
$605M -$104M -15% 14.7% 1.19% 1
FBIL
2538
First Beijing Investment Ltd
Hong Kong
$604M +$85.1M +16% 22.8% 28
ACG
2539
Allen Capital Group
Nebraska
$604M +$62.5M +12% 8.73% 41.3% 185
CP
2540
Centerbridge Partners
New York
$604M +$137M +29% 15% 45.9% 15
AOWM
2541
Alpha Omega Wealth Management
Virginia
$604M +$23.9M +4% 8.11% 49.2% 210
AP
2542
Advisors Preferred
Maryland
$604M +$296M +96% 11.6% 98.7% 308
AWA
2543
Aaron Wealth Advisors
Illinois
$603M -$172M -22% 10.2% 68.4% 290
B
2544
Bensler
Washington
$603M +$83.1M +16% 10.7% 79.1% 167
MC
2545
McMorgan & Co
California
$603M +$61.6M +11% 7.72% 23.8% 56
PS
2546
Portfolio Strategies
New York
$602M +$83.1M +16% 15.5% 99.7% 46
SAM
2547
Stansberry Asset Management
Texas
$602M +$30.5M +5% 10% 63.2% 122
PIA
2548
Perennial Investment Advisors
California
$601M +$52.2M +10% 10.4% 71.2% 346
AWA
2549
Alaska Wealth Advisors
Alaska
$601M -$26.8M -4% 8.32% 28.6% 134
AA
2550
Ancient Art
Texas
$600M +$134M +29% 24.7% 111% 18