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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CA
2576
Calton & Associates
Florida
$514M -$46.6M -8% 4.7% 51.2% 439
KFGK
2577
Keystone Financial Group (Kentucky)
Kentucky
$513M +$32.4M +7% 5.54% 293
VVM
2578
Versant Venture Management
California
$513M -$450M -47% 4.53% 73.9% 13
KFP
2579
KMG Fiduciary Partners
Ohio
$513M +$38.3M +8% 5.13% 81.9% 178
RWA
2580
RGT Wealth Advisors
Texas
$512M +$35.8M +8% 4.55% 9.35% 73
IIA
2581
IPG Investment Advisors
California
$512M +$81.3M +19% 15.8% 83.7% 221
VNA
2582
Valley National Advisers
Pennsylvania
$512M +$35.1M +7% 4.75% 58.8% 936
CFD
2583
Creative Financial Designs
Indiana
$512M +$43.5M +9% 3.9% 40.7% 1,404
FTCM
2584
First Trust Capital Management
Illinois
$511M +$156M +44% 8.58% 131% 301
GIP
2585
Greatmark Investment Partners
Georgia
$511M +$49.7M +11% 12.3% 63.2% 136
DGM
2586
Darwin Global Management
Jersey
$511M +$152M +42% 3.85% 6,054% 15
AWM
2587
Avitas Wealth Management
California
$511M +$16.9M +3% 5.85% 56.2% 233
LGWM
2588
Litman Gregory Wealth Management
California
$511M -$33.5M -6% 4.09% 41.2% 195
NI
2589
Natural Investments
California
$509M +$19.8M +4% 1.74% 4
GC
2590
Gilbert & Cook
Iowa
$508M +$44.9M +10% 5.29% 53.6% 210
TFO
2591
Tarbox Family Office
California
$508M +$29.7M +6% 7.17% 47.4% 1,189
MSAM
2592
Moloney Securities Asset Management
Missouri
$508M +$59.1M +13% 9.45% 63.5% 455
SS
2593
Sunbelt Securities
Texas
$507M +$23.5M +5% 7.25% 73.8% 451
AWA
2594
Alaska Wealth Advisors
Alaska
$507M +$16.4M +3% 4.52% 28.6% 56
AC
2595
Alley Company
Illinois
$506M +$25.2M +5% 4.96% 88.2% 84
VM
2596
VPR Management
Texas
$506M +$21.6M +4% 1.27% 39.2% 28
HWA
2597
HCR Wealth Advisors
California
$506M +$28M +6% 4.69% 74.6% 295
VCM
2598
Vivaldi Capital Management
Illinois
$506M +$38M +8% 3.82% 52.2% 443
KCM
2599
Kathmere Capital Management
Pennsylvania
$506M +$40.3M +9% 4.06% 41.5% 436
MLIC
2600
Mandatum Life Insurance Company
Finland
$505M +$25.2M +5% 6.35% 75.3% 114