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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
OCM
2626
Olstein Capital Management
New York
$611M +$18.3M +3% 7.43% 20.1% 100
SAM
2627
Sompo Asset Management
Japan
$611M +$56.9M +10% 8.39% 70.3% 200
NW
2628
Naviter Wealth
Arkansas
$611M +$114M +23% 9.24% 58.7% 249
MGI
2629
MayTech Global Investments
New York
$611M +$117M +24% 27.3% 241% 33
SHJ
2630
Sharkey, Howes & Javer
Colorado
$611M +$43.9M +8% 6.51% 43.6% 128
FEG
2631
Financial Enhancement Group
Indiana
$609M +$40.8M +7% 7.35% 49.9% 122
PA
2632
Planning Alternatives
Michigan
$609M +$37.6M +7% 7.97% 50.3% 51
CFG
2633
Cooper Financial Group
California
$608M +$58.5M +11% 8.22% 64.8% 377
SI
2634
Sora Investors
Pennsylvania
$608M +$14.8M +2% 10.7% 114% 65
HWA
2635
HHM Wealth Advisors
Tennessee
$607M +$33.1M +6% 7.88% 51.3% 783
MFWP
2636
Mosaic Family Wealth Partners
Missouri
$607M +$27.5M +5% 7.92% 209
IC
2637
Inscription Capital
Texas
$607M +$241M +66% 8.76% 345
CEI
2638
Clark Estates Inc
New York
$607M +$16.8M +3% 5.43% 36% 95
HCP
2639
Holt Capital Partners
Texas
$607M +$47.2M +8% 7.5% 50% 157
SFC
2640
SYM Financial Corp
Indiana
$606M -$11.6M -2% 5.37% 41.3% 191
MWM
2641
Marietta Wealth Management
Georgia
$606M +$44.6M +8% 9.95% 83.6% 104
IWA
2642
Inspirion Wealth Advisors
Illinois
$605M +$50.3M +9% 7.24% 43.2% 151
GCM
2643
Greenland Capital Management
New York
$605M -$44.9M -7% 5.58% 428
TW
2644
TrinityPoint Wealth
Connecticut
$604M +$52.2M +9% 10.3% 28.5% 319
VIA
2645
Vantagepoint Investment Advisers
District of Columbia
$604M -$145M -19% 1.41% 13.5% 9
SFBLI
2646
Southern Farm Bureau Life Insurance
Mississippi
$604M +$26.3M +5% 6.62% 43.8% 17
SP
2647
Solel Partners
Massachusetts
$604M -$101M -14% 4.21% 57.3% 23
GA
2648
GFS Advisors
Texas
$604M -$80.5M -12% 10.1% 66.3% 162
OHIS
2649
Oak Harvest Investment Services
Texas
$602M +$101M +20% 7.53% 73.4% 127
ZAM
2650
Zevin Asset Management
Massachusetts
$601M +$44.4M +8% 8.33% 71.3% 95