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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SG
2626
Strid Group
Pennsylvania
$658M +$53M +9% 5.93% 38% 64
SAM
2627
Synergy Asset Management
Washington
$657M +$18.8M +3% 3.82% 64.5% 182
HCP
2628
Holt Capital Partners
Texas
$657M +$189M +40% 6.64% 50% 153
EFL
2629
ERn Financial LLC
Wisconsin
$657M +$54.6M +9% 6.23% 47.8% 191
RZH
2630
Relyea Zuckerberg Hanson
Connecticut
$657M +$61M +10% 6.01% 71.5% 251
PA
2631
Planning Alternatives
Michigan
$657M +$39.4M +6% 6.79% 50.3% 62
RR
2632
Robotti Robert
$657M +$18.6M +3% 5.77% 151% 63
JPWM
2633
Jamison Private Wealth Management
Georgia
$657M +$55.1M +9% 6.93% 508
RCM
2634
Redwood Capital Management
New York
$657M +$6.12M +0.9% 10.4% 89.9% 18
AP
2635
Advisors Preferred
Maryland
$656M +$78.5M +14% 7.34% 98.7% 266
JBA
2636
Johnson Bixby & Associates
Washington
$656M +$59.2M +10% 5.93% 34.3% 119
ACA
2637
Atlas Capital Advisors
Wyoming
$656M -$114M -15% 7.3% 70.1% 984
MAC
2638
Monarch Alternative Capital
New York
$655M +$431M +193% 32.5% 107% 8
RWP
2639
Revolve Wealth Partners
New Jersey
$655M +$48M +8% 5.45% 50.5% 200
GKFF
2640
George Kaiser Family Foundation
Oklahoma
$654M +$88.4M +16% 15.7% 68.4% 19
PGA
2641
Pilgrim Global Advisors
Nevada
$653M +$146M +29% 29.5% 6
SC
2642
Slow Capital
California
$653M +$35M +6% 6.74% 122% 130
OWA
2643
One Wealth Advisors
California
$652M +$185M +40% 5.72% 57.1% 274
NM
2644
Newtyn Management
New York
$651M +$119M +22% 13.9% 41.3% 44
BCC
2645
Biglari Capital Corp
Texas
$651M -$5.56M -0.8% 1.34% 91.6% 13
AHSW
2646
Adventist Health System West
California
$650M +$34.4M +6% 5.8% 49.4% 7
OAM
2647
Ophir Asset Management
Australia
$650M +$85.6M +15% 14.7% 184% 41
MC
2648
McMorgan & Co
California
$649M +$19M +3% 3.73% 23.8% 59
NCL
2649
Nishkama Capital LLC
Puerto Rico
$648M -$20.6M -3% 6.36% 188% 106
CT
2650
Colonial Trust
South Carolina
$648M +$80.6M +14% 6.71% 64.5% 1,150