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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ABWM
2701
Alpine Bank Wealth Management
Colorado
$626M 4.53% 427
BWP
2702
BSW Wealth Partners
Colorado
$625M +$16M +3% 6.6% 59% 332
AWM
2703
Aprio Wealth Management
Georgia
$625M +$76.3M +14% 6.88% 42.6% 300
RFP
2704
Root Financial Partners
California
$625M +$198M +46% 6.18% 157
OP
2705
ORG Partners
Indiana
$625M -$179M -22% 6.53% 1,939
OCA
2706
Octagon Capital Advisors
New York
$625M +$18.6M +3% 13.5% 560% 50
DCM
2707
Disciplina Capital Management
Tennessee
$624M +$20.7M +3% 5.63% 20.5% 72
LSPW
2708
Lake Street Private Wealth
Illinois
$624M -$148M -19% 5.61% 80.4% 330
NPPM
2709
North Point Portfolio Managers
Ohio
$624M +$55.6M +10% 6.33% 69.2% 94
LWANC
2710
Laurel Wealth Advisors (North Carolina)
North Carolina
$622M +$50.9M +9% 5.96% 59.2% 754
EWM
2711
Evermay Wealth Management
Virginia
$622M -$1.35M -0.2% 6.57% 53.1% 641
KFS
2712
Kurt F. Somerville
$621M +$28M +5% 6.18% 68.8% 99
CANC
2713
Culbertson A N & Co
Virginia
$621M +$48.5M +8% 8.02% 64.3% 126
TCM
2714
Towercrest Capital Management
Pennsylvania
$621M +$13M +2% 5.33% 31.5% 110
GA
2715
Gateway Advisory
New Jersey
$620M +$31.4M +5% 5.67% 26% 146
DAM
2716
DLD Asset Management
New York
$620M +$193M +45% 0.57% 14.5% 83
NEPWA
2717
New England Private Wealth Advisors
Massachusetts
$620M +$46.5M +8% 7.65% 36.3% 147
MGM
2718
Manchester Global Management
United Kingdom
$620M +$50.9M +9% 5.11% 23
OAM
2719
Occidental Asset Management
California
$620M +$49.9M +9% 5.66% 66.4% 230
RH
2720
Riverstone Holdings
New York
$619M -$136M -18% 16.6% 21.5% 7
SA
2721
Scarborough Advisors
Maryland
$619M +$375M +154% 5.66% 44.6% 494
PIM
2722
Parker Investment Management
California
$618M -$9.99M -2% 1.34% 124% 30
FSCM
2723
Front Street Capital Management
Montana
$618M +$96.4M +18% 80.2% 187% 72
MCM
2724
Maltese Capital Management
New York
$618M +$76.7M +14% 13.8% 49.9% 112
DLP
2725
De Lisle Partners
United Kingdom
$617M +$159M +35% 13.7% 205