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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IR
2626
IAT Reinsurance
New York
$489M -$17.1M -3% 4.89% 1.09% 83
RGI
2627
River Global Investors
United Kingdom
$488M +$22.8M +5% 10.2% 49.7% 202
BWP
2628
BSW Wealth Partners
Colorado
$488M +$22.5M +5% 6.85% 59% 341
CIP
2629
CAS Investment Partners
Connecticut
$488M +$68.8M +16% 26.3% 958% 6
SSA
2630
South Street Advisors
New York
$487M +$34.2M +8% 10.9% 141% 78
SDWMA
2631
Schneider Downs Wealth Management Advisors
Pennsylvania
$487M +$30.6M +7% 8.17% 48.8% 117
QI
2632
Qtron Investments
Massachusetts
$486M +$10.4M +2% 9.72% 114% 459
AIS
2633
American Investment Services
Massachusetts
$486M +$64 +0% 5.36% 48% 134
MC
2634
McMorgan & Co
California
$486M +$19.5M +4% 5.65% 23.8% 60
DWM
2635
Dorchester Wealth Management
Quebec, Canada
$486M +$63.3M +15% 5.06% 18.3% 157
BIM
2636
Bridgecreek Investment Management
Oklahoma
$486M +$37.7M +8% 14.2% 48.4% 102
LWM
2637
Liberty Wealth Management
California
$485M 8.26% 230
PCS
2638
Personal CFO Solutions
New Jersey
$484M +$11.8M +3% 4.78% 69.7% 516
BCA
2639
Bernzott Capital Advisors
California
$484M -$289M -37% 2.85% 32.3% 54
SB
2640
Samsara BioCapital
California
$484M +$19.4M +4% 7.48% 910% 58
LOPW
2641
Live Oak Private Wealth
North Carolina
$484M +$278K +0.1% 2.86% 49.3% 174
BWA
2642
BlueSky Wealth Advisors
North Carolina
$484M +$31.3M +7% 5% 30.2% 71
AHSW
2643
Adventist Health System West
California
$483M +$26.3M +6% 5.81% 49.4% 5
DWP
2644
Destiny Wealth Partners
Florida
$483M +$21.6M +5% 5.39% 52.9% 683
GWSG
2645
GPS Wealth Strategies Group
Colorado
$483M +$150M +45% 10.2% 95.5% 1,252
WC
2646
Wexford Capital
Florida
$483M -$3.25M -0.7% 6.49% 168% 242
PCP
2647
Polunin Capital Partners
United Kingdom
$483M +$82.2M +21% 10.1% 241% 25
SW
2648
SlateStone Wealth
Florida
$483M +$68.4M +16% 8.08% 69.1% 220
CCMINC
2649
Cardinal Capital Management Inc (North Carolina)
North Carolina
$482M +$12.2M +3% 3.24% 57.4% 143
AFG
2650
Arkansas Financial Group
Arkansas
$481M +$25.1M +6% 2.74% 27.8% 64