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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PC
2576
Permanens Capital
New York
$475M +$186M +64% 13.8% 60% 133
LWM
2577
Laidlaw Wealth Management
New York
$475M +$250M +111% 11.4% 115% 361
DGHMC
2578
Dalton, Greiner, Hartman, Maher & Co
New York
$475M -$137M -22% 26.6% 63% 175
KFP
2579
KMG Fiduciary Partners
Ohio
$474M +$72.3M +18% 13.3% 81.9% 156
WAM
2580
Winslow Asset Management
Ohio
$474M +$82.1M +21% 24.2% 83.4% 78
AWM
2581
Affinity Wealth Management
Delaware
$474M +$103M +28% 15.6% 82.5% 99
QA
2582
Quantitative Advantage
Minnesota
$474M +$64.1M +16% 11.4% 45.9% 63
IFAM
2583
Institutional & Family Asset Management
Colorado
$473M +$47.3M +11% 13.3% 19% 954
MGB
2584
Mass General Brigham
Massachusetts
$473M +$347M +275% 7.86% 333% 3
RFM
2585
Royal Fund Management
Florida
$472M +$81.2M +21% 13.6% 58.1% 189
BS
2586
Boenning & Scattergood
Pennsylvania
$472M +$55.1M +13% 13.3% 34.6% 354
MFW
2587
Meristem Family Wealth
Minnesota
$472M +$81.9M +21% 15.9% 67.7% 244
SSA
2588
South Street Advisors
New York
$472M +$58.1M +14% 16.6% 141% 62
GWI
2589
Grace & White Inc
New York
$472M +$83.1M +21% 34.2% 52.5% 134
SWPG
2590
Strategic Wealth Partners Group
Illinois
$472M +$58M +14% 14.5% 59
HIM
2591
Hanlon Investment Management
New Jersey
$472M +$149M +46% 11.1% 55.6% 126
HL
2592
HeadInvest LLC
Maine
$471M +$125M +36% 10.8% 53.3% 243
SF
2593
Susquehanna Foundation
Pennsylvania
$471M +$281M +147% 14.9% 36.7% 5
FEG
2594
Financial Enhancement Group
Indiana
$470M +$39.3M +9% 10.5% 49.9% 329
TA
2595
Tamarack Advisers
California
$470M +$152M +48% 22.2% 45.8% 48
GC
2596
Globeflex Capital
California
$469M +$91M +24% 28.1% 110% 534
CFD
2597
Creative Financial Designs
Indiana
$468M +$63M +16% 11.1% 40.7% 1,352
VCM
2598
Vivaldi Capital Management
Illinois
$468M +$17.2M +4% 11.4% 52.2% 353
W
2599
Wealthquest
Ohio
$467M +$63.6M +16% 12.3% 45.7% 137
ACM
2600
Academy Capital Management
Texas
$467M +$8.53M +2% 14.6% 85.1% 35