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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWA
2701
IBEX Wealth Advisors
New Jersey
$522M -$42.6M -8% 1.6% – 210
VNA
2702
Valley National Advisers
Pennsylvania
$522M -$19.9M -4% 3.43% 58.8% 1,023
TIM
2703
Total Investment Management
Arizona
$522M -$82.7M -14% 4.37% 33.5% 78
MCM
2704
Mengis Capital Management
Oregon
$522M -$10.9M -2% 0.19% 67.7% 188
FAM
2705
Formidable Asset Management
Ohio
$522M +$471K +0.1% 2.8% 55.9% 371
IC
2706
Intersect Capital
California
$521M -$21.2M -4% 3.26% 57% 475
ACG
2707
Allen Capital Group
Nebraska
$521M -$3.28M -0.6% 2.2% 41.3% 178
IGM
2708
Incline Global Management
New York
$520M +$45.9M +10% 10.4% 48.3% 25
NB
2709
Northwest Bancshares
Pennsylvania
$520M +$11.3M +2% 1.42% 52.1% 225
CAM
2710
Claret Asset Management
Quebec, Canada
$520M -$20.8M -4% 2.45% 65.3% 179
TP
2711
TenCore Partners
New York
$519M -$108M -17% 14.5% 150% 13
SPM
2712
Sycamore Partners Management
New York
$518M -$296M -36% 37.7% 31.7% 2
CCG
2713
Chatham Capital Group
Georgia
$517M -$36.8M -7% 3.67% 71.8% 198
ANB
2714
Amarillo National Bank
Texas
$517M +$5.83M +1% 4.34% 46.4% 108
LOPW
2715
Live Oak Private Wealth
North Carolina
$517M -$16.3M -3% 1.7% 49.3% 183
FA
2716
Faithward Advisors
Pennsylvania
$516M -$9.68M -2% 3.81% 72.7% 304
CCT
2717
Chemung Canal Trust
New York
$516M -$38M -7% 0.54% 60.5% 127
MSAM
2718
Moloney Securities Asset Management
Missouri
$515M -$73.5M -12% 2.5% 63.5% 489
FAG
2719
Financial Advisory Group
Texas
$515M +$7.35M +1% 3.82% 20.5% 101
LA
2720
Legacy Advisors
Pennsylvania
$515M +$242M +89% 5.54% 95.6% 225
HSA
2721
Hussman Strategic Advisors
Maryland
$515M +$59.2M +13% 1.12% 35.8% 359
BWA
2722
BlueSky Wealth Advisors
North Carolina
$515M -$25M -5% 5.23% 30.2% 70
TFCP
2723
Twin Focus Capital Partners
Massachusetts
$515M +$14.9M +3% 3.41% 60% 242
FFWA
2724
FRG Family Wealth Advisors
Washington
$514M -$21.9M -4% 3% 82.7% 148
MCMU
2725
MIC Capital Management (UK)
United Kingdom
$514M -$1.21M -0.2% 17.3% 61.7% 26
107 108
109
110 111