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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BEC
2726
Blue Edge Capital
Virginia
$673M +$49.8M +8% 9.2% 53.2% 117
APG
2727
Abacus Planning Group
South Carolina
$672M +$102M +18% 7.19% 51.5% 260
IA
2728
Intellus Advisors
Florida
$671M +$98.6M +17% 11.7% – 143
LA
2729
Lifeworks Advisors
Michigan
$671M +$69.2M +12% 7.57% 53.3% 333
LOPW
2730
Live Oak Private Wealth
North Carolina
$670M +$53.3M +9% 7.36% 49.3% 194
ECM
2731
Exchange Capital Management
Michigan
$670M +$53.3M +9% 9.03% 57.8% 212
ECM
2732
EagleClaw Capital Management
Massachusetts
$670M +$33.6M +5% 9.05% 108% 150
GWA
2733
Geometric Wealth Advisors
District of Columbia
$669M +$84.2M +14% 10.3% 49.4% 76
NIM
2734
Nexus Investment Management
Ontario, Canada
$669M -$214M -24% 10.5% 44.2% 82
SDWMA
2735
Schneider Downs Wealth Management Advisors
Pennsylvania
$669M +$117M +21% 8.54% 48.8% 154
HPA
2736
High Probability Advisors
New York
$669M +$69.1M +12% 7.77% 37.9% 61
DLIC
2737
Daido Life Insurance Company
Japan
$668M -$69.2M -9% 10.4% 61.5% 6
HI
2738
Hoey Investments
Pennsylvania
$668M +$163M +32% 31.2% 245% 419
VCM
2739
Vivaldi Capital Management
Illinois
$666M +$45.2M +7% 9.12% 52.2% 309
TFO
2740
Tarbox Family Office
California
$665M +$63.3M +11% 8.78% 47.4% 117
CAMV
2741
Concord Asset Management (Virginia)
Virginia
$665M +$211M +47% 8.89% 41.2% 204
AI
2742
Arvest Investments
Arkansas
$664M +$30.3M +5% 5.79% – 186
MTCM
2743
Mint Tower Capital Management
Netherlands
$664M +$395M +146% 13.8% 32.3% 207
BCM
2744
Beryl Capital Management
California
$664M +$396M +148% 54.3% 2,587% 39
EFG
2745
Embree Financial Group
Illinois
$664M +$66.9M +11% 10.2% – 220
IDA
2746
Intelligence Driven Advisers
California
$663M +$144M +28% 8% 40.3% 125
IECM
2747
Intrinsic Edge Capital Management
Illinois
$663M +$186M +39% 22.2% 191% 103
AVLSA
2748
Atlas Venture Life Science Advisors
Massachusetts
$662M +$141M +27% 52.9% 287% 13
MSWM
2749
McGlone Suttner Wealth Management
Wisconsin
$662M +$52.9M +9% 7.04% – 200
FAN
2750
Financial Advisors Network
California
$662M +$59.4M +10% 7.45% – 197
108 109
110
111 112