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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MC
2576
Martin & Co
Tennessee
$314M +$13.7M +5% 4.55% 57.3% 112
GLA
2577
Good Life Advisors
Pennsylvania
$314M +$19.2M +7% 1.99% 60% 246
IFWM
2578
Institute for Wealth Management
Colorado
$314M -$25.6M -8% 3.76% 123% 262
KCP
2579
KDI Capital Partners
North Carolina
$314M +$7.11M +2% 2.95% 77.1% 82
IA
2580
Independence Advisors
Pennsylvania
$313M +$9.69M +3% 1.52% 24.5% 81
AWA
2581
Alaska Wealth Advisors
Alaska
$313M +$24.3M +8% 0.6% 28.6% 54
MBT
2582
Montecito Bank & Trust
California
$312M +$6.85M +2% 1.81% 30.7% 204
RCM
2583
Rockshelter Capital Management
Pennsylvania
$312M +$4.34M +1% 2.56% 31.2% 37
LWM
2584
Lenox Wealth Management
Ohio
$311M +$721K +0.2% 0.35% 24.7% 639
TS
2585
Twin Securities
New York
$311M -$154M -33% 0.13% 444% 19
MCWS
2586
McKinley Carter Wealth Services
West Virginia
$311M +$4.75M +2% 3.92% 47.5% 441
AAMA
2587
Advanced Asset Management Advisors
Ohio
$310M +$8.88M +3% 2.96% 60.3% 142
NA
2588
NextCapital Advisers
Illinois
$310M +$119M +63% 1.24% 6.89% 15
VHMC
2589
Value Holdings Management Company
New York
$310M +$8.95M +3% 3.88% 77.2% 35
HA
2590
Harbor Advisors
Florida
$309M +$12.4M +4% 4.86% 74.6% 182
WA
2591
Wealth Architects
California
$309M +$6.99M +2% 3.66% 51.5% 133
DCM
2592
Divisar Capital Management
California
$309M +$15.7M +5% 8.57% 40.7% 30
RMPT
2593
Raytheon Master Pension Trust
Massachusetts
$308M +$7.1M +2% 2.44% 36.3% 5
RI
2594
RWWM Inc
California
$308M +$15M +5% 0.78% 41.7% 12
VIMU
2595
Veritas Investment Management (UK)
United Kingdom
$308M +$13.2M +4% 3.86% 151% 40
AUB
2596
Atlantic Union Bankshares
Virginia
$307M -$15.8M -5% 0.37% 67.9% 135
PCMK
2597
Paragon Capital Management (Kansas)
Kansas
$307M +$29.4M +11% 3.02% 64.7% 66
AFIA
2598
America First Investment Advisors
Nebraska
$307M +$36.9M +14% 3.84% 81.9% 106
GKFF
2599
George Kaiser Family Foundation
Oklahoma
$307M -$13.2M -4% 3.51% 68.4% 19
GAM
2600
GVO Asset Management
Switzerland
$307M -$98.3M -24% 8.89% 71.2% 28