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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HFS
2701
Heritage Financial Services
Massachusetts
$500M +$40.9M +9% 2.75% 29.8% 84
ACM
2702
Academy Capital Management
Texas
$499M +$32.7M +7% 12.7% 85.1% 36
GPP
2703
Great Point Partners
Connecticut
$499M -$6.74M -1% 2.72% 169% 52
UWPG
2704
Ullmann Wealth Partners Group
Florida
$499M +$58.9M +13% 5.82% 53.6% 101
BA
2705
Bridgewater Advisors
New York
$499M +$40.5M +9% 4.25% 50.4% 119
HVM
2706
Harvest Volatility Management
Connecticut
$499M +$2.62M +0.5% 16.2% 24.3% 135
CI
2707
CPMG Inc
Texas
$498M +$2.67M +0.5% 15.8% 1,789% 5
ZAM
2708
Zevin Asset Management
Massachusetts
$498M +$8.13M +2% 4.8% 71.3% 82
DPI
2709
Diversified Portfolios Inc
Michigan
$498M +$48.9M +11% 4.06% 33.4% 136
JC
2710
Joho Capital
New York
$498M +$109M +28% 15.1% 130% 22
BWA
2711
BlueSky Wealth Advisors
North Carolina
$498M +$14.1M +3% 3.03% 30.2% 80
JTWM
2712
Jackson Thornton Wealth Management
Alabama
$497M +$54.5M +12% 4.24% 45.1% 40
HFM
2713
Harvest Fund Management
China
$497M +$42.4M +9% 9.06% 209% 802
MB
2714
MPM BioImpact
Massachusetts
$497M +$112M +29% 27.2% 242% 41
CCMINC
2715
Cardinal Capital Management Inc (North Carolina)
North Carolina
$497M +$14.6M +3% 4.96% 57.4% 140
BEC
2716
Blue Edge Capital
Virginia
$496M +$33.9M +7% 5.74% 53.2% 105
EC
2717
ECP ControlCo
New Jersey
$496M -$3.09M -0.6% 6.42% 1.8% 9
1SAMC
2718
12th Street Asset Management Company
Tennessee
$496M +$17.9M +4% 5.82% 74.6% 35
CM
2719
Condire Management
Texas
$496M -$6.23M -1% 1.28% 114% 16
SM
2720
Sunriver Management
Connecticut
$496M +$16.2M +3% 5.39% 23% 20
LA
2721
LVW Advisors
New York
$495M -$3.5M -0.7% 5.15% 54.5% 241
GBT
2722
Grove Bank & Trust
Florida
$495M +$22.1M +5% 6.02% 57.3% 747
LWANC
2723
Laurel Wealth Advisors (North Carolina)
North Carolina
$495M +$26.1M +6% 6.86% 59.2% 600
NEPWA
2724
New England Private Wealth Advisors
Massachusetts
$495M +$3.16M +0.6% 3.12% 36.3% 115
KWMG
2725
King Wealth Management Group
Florida
$495M +$42.1M +9% 8.92% 82.6% 159