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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HIM
2651
Herald Investment Management
United Kingdom
$610M -$6.58M -1% 2.12% 259% 99
HFS
2652
Howard Financial Services
Texas
$610M +$30M +5% 1.37% 40.7% 164
SAM
2653
Smartleaf Asset Management
Massachusetts
$610M +$93.2M +18% 2.72% 2,780
JPMIA
2654
J.P. Marvel Investment Advisors
Massachusetts
$610M +$31.5M +5% 9.05% 119% 75
TWP
2655
Total Wealth Planning
Ohio
$610M +$27.7M +5% 0.17% 29.6% 93
BWP
2656
BSW Wealth Partners
Colorado
$609M +$19.2M +3% 2.53% 59% 308
OBWG
2657
Onyx Bridge Wealth Group
New York
$609M +$49.3M +9% 2.54% 55% 280
SMH
2658
Sanders Morris Harris
Texas
$609M +$64.3M +12% 3.2% 86.5% 307
SFBLI
2659
Southern Farm Bureau Life Insurance
Mississippi
$609M +$4.22M +0.7% 0.01% 43.8% 17
MFA
2660
Mayflower Financial Advisors
Massachusetts
$608M +$9.8M +2% 2.32% 53.2% 372
KJHP
2661
K.J. Harrison & Partners
Ontario, Canada
$608M -$39M -6% 3.64% 100% 223
TCM
2662
Towercrest Capital Management
Pennsylvania
$608M +$14.7M +2% 1.3% 31.5% 111
SOW
2663
State of Wyoming
Wyoming
$607M +$6.82M +1% 1.85% 94.2% 1,928
BCM
2664
Bornite Capital Management
New York
$607M +$10.6M +2% 0.05% 139% 59
RWP
2665
Revolve Wealth Partners
New Jersey
$607M +$21.3M +4% 1.21% 50.5% 187
BC
2666
Brio Consultants
California
$606M +$13.5M +2% 1.2% 35.7% 99
CAS
2667
Coppell Advisory Solutions
Texas
$606M 5.28% 1,798
CPC
2668
Consolidated Planning Corp
Georgia
$606M +$21.4M +4% 2.99% 72.9% 208
OCA
2669
Octagon Capital Advisors
New York
$606M -$217M -26% 4.64% 560% 58
TC
2670
Toews Corporation
New Jersey
$606M +$30.6M +5% 0.13% 26% 19
SG
2671
Strid Group
Pennsylvania
$605M +$48.4M +9% 0.68% 38% 63
BEC
2672
Blue Edge Capital
Virginia
$604M +$6.38M +1% 2.1% 53.2% 115
DCM
2673
Disciplina Capital Management
Tennessee
$604M +$10.9M +2% 1% 20.5% 57
AWP
2674
Abacus Wealth Partners
California
$603M +$7.23M +1% 0.72% 32.2% 93
EFL
2675
ERn Financial LLC
Wisconsin
$603M +$26.3M +5% 1.8% 47.8% 183