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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AL
2551
ACME LLC
California
$566M +$512M +938% 18.2% 296% 8
ACP
2552
Aviance Capital Partners
Florida
$566M -$5.53M -1% 1.82% 81.3% 262
CWG
2553
Cornerstone Wealth Group
North Carolina
$566M +$76M +15% 0.35% 74% 168
UM
2554
Ulysses Management
New York
$565M -$30.1M -5% 2.8% 29.3% 73
NRA
2555
NSI Retail Advisors
Pennsylvania
$565M -$119M -17% 0.73% 26.9% 52
VCM
2556
Virtue Capital Management
Tennessee
$565M +$64M +13% 1.01% 53.6% 398
GGPE
2557
Golden Gate Private Equity
California
$565M -$234M -29% 20.9% 8.72% 14
PFGIA
2558
Patriot Financial Group Insurance Agency
Massachusetts
$564M +$16.8M +3% 1.46% 63.4% 2,303
TWM
2559
Tanglewood Wealth Management
Texas
$563M +$4.56M +0.8% 1.05% 46.2% 23
KW
2560
KWB Wealth
California
$563M +$41.8M +8% 0.87% 38.4% 92
CCM
2561
Cota Capital Management
California
$563M -$13.9M -2% 4.3% 46% 16
HR
2562
Hardy Reed
Mississippi
$563M +$398K +0.1% 0.63% 57.4% 108
IAIM
2563
International Assets Investment Management
Florida
$562M +$21.6M +4% 0.27% 74.5% 575
EAMA
2564
EFG Asset Management (Americas)
Florida
$562M +$23.3M +4% 1.36% 90.3% 145
NAH
2565
Neumann Advisory (HK)
Hong Kong
$561M -$60.7M -10% 5.87% 84.2% 15
CAL
2566
Capital Advisors Ltd
Ohio
$560M +$2.98M +0.5% 1.16% 48.5% 512
SCM
2567
Silvant Capital Management
Georgia
$560M -$74.7M -12% 1.23% 193% 340
PS
2568
Presima Securities
Quebec, Canada
$559M -$136M -20% 0.67% 0.54% 54
DACG
2569
Donor Advised Charitable Giving
California
$559M -$330M -37% 0.21% 885% 116
CCM
2570
Contrarian Capital Management
Connecticut
$559M -$117M -17% 3.52% 17.9% 24
GC
2571
Gilbert & Cook
Iowa
$559M +$3.34M +0.6% 0.48% 53.6% 224
AC
2572
Alley Company
Illinois
$558M +$7.69M +1% 0.48% 88.2% 87
TIA
2573
Traphagen Investment Advisors
New Jersey
$557M -$30.7M -5% 0.83% 44% 147
BAM
2574
Bayview Asset Management
Florida
$557M +$339M +155% 4.07% 23.3% 14
CMO
2575
Covenant Multifamily Offices
Texas
$557M +$7.49M +1% 1.72% 38.4% 252