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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BEAM
2726
Baker Ellis Asset Management
Washington
$510M +$47.5M +10% 7.2% 59.9% 199
WA
2727
Wealth Architects
California
$510M +$48.5M +10% 6.04% 51.5% 192
BCM
2728
Brasada Capital Management
Texas
$510M +$47.8M +10% 10.6% 65.2% 167
BWA
2729
BlueSky Wealth Advisors
North Carolina
$510M +$66.7M +15% 4.83% 30.2% 66
BMM
2730
Buffington Mohr McNeal
Idaho
$510M +$43.8M +9% 7.12% 29.3% 125
DAC
2731
Dividend Assets Capital
South Carolina
$509M -$16.4M -3% 7.74% 62% 574
VDBMI
2732
Van Den Berg Management I
Texas
$508M +$51.1M +11% 8.04% 112% 76
CST
2733
Charles Schwab Trust
Nevada
$508M +$25.6M +5% 4.98% 35.4% 186
BCC
2734
Bain Capital Credit
Massachusetts
$508M +$56.8M +13% 7.86% 22.9% 22
SRC
2735
Samson Rock Capital
United Kingdom
$508M +$108M +27% 19.7% 126% 69
NOCM
2736
Night Owl Capital Management
Connecticut
$507M +$15.1M +3% 15.8% 169% 28
SFG
2737
StrategIQ Financial Group
Indiana
$506M +$30.8M +6% 4.54% 12.6% 221
MCM
2738
Mattern Capital Management
Colorado
$506M +$43.4M +9% 5.59% 41.6% 116
TWP
2739
TFO Wealth Partners
Ohio
$506M +$172M +52% 3.87% 49.6% 213
HA
2740
Harbor Advisors
Florida
$506M +$54.6M +12% 13.7% 74.6% 206
SS
2741
Simplicity Solutions
Minnesota
$505M +$51.1M +11% 7.56% 37.1% 584
SCM
2742
SOL Capital Management
Maryland
$505M +$31.3M +7% 7.21% 58.3% 247
PGIM
2743
Pacific Global Investment Management
California
$505M +$25M +5% 7.1% 48% 219
IWA
2744
Intercontinental Wealth Advisors
Texas
$505M +$45.4M +10% 6.53% 46.8% 297
FA
2745
Faithward Advisors
Pennsylvania
$505M +$57.3M +13% 8.5% 72.7% 278
MP
2746
Makaira Partners
California
$504M +$30.9M +7% 10% 49.5% 9
HCA
2747
Heck Capital Advisors
Wisconsin
$504M +$50.8M +11% 5.41% 38.8% 120
GF
2748
Greenfield FTC
Nevada
$504M +$39.8M +9% 7.2% 59.6% 4
FFS
2749
Founders Financial Securities
Maryland
$504M +$69.9M +16% 6.57% 52.4% 319
AWM
2750
Affinity Wealth Management
Delaware
$504M +$14.1M +3% 7.21% 82.5% 117