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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LOPW
2576
Live Oak Private Wealth
North Carolina
$446M -$29.4M -6% 6.36% 49.3% 179
DWP
2577
Destiny Wealth Partners
Florida
$445M -$8.63M -2% 3.86% 52.9% 640
IFWM
2578
Institute for Wealth Management
Colorado
$445M -$59.9M -12% 4.01% 123% 537
CIG
2579
Capricorn Investment Group
California
$445M -$8.08M -2% 2.29% 153% 13
IEFM
2580
IQ EQ Fund Management
Ireland
$445M -$60M -12% 5.49% 74% 229
WF
2581
WoodTrust Financial
Wisconsin
$445M -$659K -0.1% 3.76% 59.4% 153
MP
2582
Marcho Partners
United Kingdom
$444M +$27.2M +7% 0.74% 165% 14
SIA
2583
Strategic Investment Advisors
Michigan
$444M -$56.6M -11% 5.28% 56.9% 220
FAG
2584
Financial Advisory Group
Texas
$444M -$26.9M -6% 5.05% 20.5% 94
PC
2585
Permanens Capital
New York
$444M -$53.6M -11% 4.94% 60% 40
VM
2586
VPR Management
Texas
$444M -$14.3M -3% 5.05% 39.2% 28
IWA
2587
Inspirion Wealth Advisors
Illinois
$443M -$12.2M -3% 3.84% 43.2% 124
LA
2588
LVW Advisors
New York
$443M -$34.4M -7% 4.96% 54.5% 233
AG
2589
Alibaba Group
Hong Kong
$442M -$269M -38% 34.6% 11.5% 7
SB
2590
Sunflower Bank
Texas
$441M -$65M -13% 3.51% 23% 150
KTC
2591
Kistler-Tiffany Companies
Pennsylvania
$440M -$19.8M -4% 5.32% 52% 843
CCIA
2592
Campbell & Co Investment Adviser
Maryland
$440M +$68.3M +18% 6.45% 31.6% 1,009
LNWTC
2593
Laird Norton Wetherby Trust Company
Washington
$440M -$350M -44% 7.36% 71.4% 124
MIG
2594
McGuire Investment Group
Rhode Island
$439M -$25.2M -5% 5.06% 103% 121
GP
2595
Greenline Partners
New York
$439M -$24.7M -5% 7.41% 42.5% 134
STCG
2596
Speece Thorson Capital Group
Minnesota
$438M +$14.2M +3% 2.27% 28.3% 39
SCA
2597
Stillwater Capital Advisors
Pennsylvania
$438M -$100M -19% 6.06% 115% 82
CAC
2598
Certified Advisory Corp
Florida
$438M -$10.3M -2% 5.27% 46.1% 257
PAG
2599
Private Advisory Group
Washington
$438M -$3.63M -0.8% 2.08% 139% 223
TW
2600
TrinityPoint Wealth
Connecticut
$437M -$15.1M -3% 5.52% 28.5% 299