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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GA
2701
Goldstein Advisors
Wisconsin
$586M -$7.19M -1% 7.25% 187
RWP
2702
Revolve Wealth Partners
New Jersey
$585M +$68.9M +13% 8.02% 50.5% 182
PO
2703
PBCay One
United Arab Emirates
$585M +$127M +28% 10.5% 15
TCM
2704
Tybourne Capital Management
Hong Kong
$585M -$86.2M -13% 8.2% 56.2% 42
CPC
2705
Consolidated Planning Corp
Georgia
$585M +$47.8M +9% 9.86% 72.9% 196
KFS
2706
Kurt F. Somerville
$585M +$53.6M +10% 10.9% 68.8% 102
RBC
2707
Roble Belko & Company
Pennsylvania
$583M +$50.8M +10% 6.06% 41.6% 383
LWANC
2708
Laurel Wealth Advisors (North Carolina)
North Carolina
$582M +$59.3M +11% 9.79% 59.2% 654
MC
2709
McMorgan & Co
California
$582M -$20.6M -3% 4.29% 23.8% 52
FCM
2710
Freshford Capital Management
New York
$582M +$6.95M +1% 4.65% 44.2% 24
CC
2711
Cadinha & Co
Hawaii
$582M -$44.5M -7% 12.8% 126% 101
CPI
2712
Crestview Partners II
New York
$582M +$102M +21% 21.5% 148% 3
TWP
2713
Total Wealth Planning
Ohio
$582M +$30.3M +6% 4.22% 29.6% 91
SWM
2714
Sendero Wealth Management
Texas
$582M +$51.2M +10% 11.2% 83.8% 159
WP
2715
Waycross Partners
Kentucky
$581M +$48.1M +9% 15.9% 112% 84
GBL
2716
Groupe Bruxelles Lambert
Belgium
$581M -$281M -33% 32.6% 1
HDIM
2717
Hanson & Doremus Investment Management
Vermont
$580M +$50.6M +10% 7.31% 52.1% 535
MC
2718
Montag & Caldwell
Georgia
$580M +$7.12M +1% 11.9% 91.3% 88
HFS
2719
Howard Financial Services
Texas
$580M +$62.1M +12% 6.23% 40.7% 166
CICI
2720
Capital Investment Counsel Inc
North Carolina
$580M +$8.76M +2% 15% 118% 225
CANC
2721
Culbertson A N & Co
Virginia
$579M +$41.6M +8% 8.31% 64.3% 124
EAM
2722
EFG Asset Management
Oregon
$579M +$51.8M +10% 16.2% 179% 202
PCM
2723
Pinnbrook Capital Management
New York
$578M +$150M +35% 12% 128% 116
PIM
2724
Parker Investment Management
California
$578M +$78.1M +16% 18.4% 124% 34
JPMIA
2725
J.P. Marvel Investment Advisors
Massachusetts
$578M +$73.4M +15% 19% 119% 73