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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PA
2726
Procyon Advisors
Connecticut
$409M -$44.3M -10% 5.47% 67.9% 335
WDL
2727
Well Done LLC
Michigan
$409M -$45.6M -10% 5.59% 64.9% 182
RWB
2728
RMR Wealth Builders
New Jersey
$409M +$7.5M +2% 4.67% 70.3% 216
SMH
2729
Sanders Morris Harris
Texas
$408M -$48.8M -11% 5.24% 86.5% 319
CCG
2730
Chatham Capital Group
Georgia
$408M -$34.2M -8% 4.31% 71.8% 181
DAM
2731
Deltec Asset Management
New York
$407M -$19.3M -5% 1.91% 116% 256
BWP
2732
BSW Wealth Partners
Colorado
$407M -$10.1M -2% 5.06% 59% 304
HPCM
2733
Hunter Perkins Capital Management
Illinois
$407M -$26.6M -6% 5.93% 31.9% 101
FCP
2734
Fine Capital Partners
New York
$406M -$69.3M -15% 8.89% 104% 3
NRI
2735
NFP Retirement Inc
California
$406M +$11.4M +3% 5.53% 40.1% 238
HIM
2736
Herald Investment Management
United Kingdom
$406M -$24.9M -6% 0.21% 259% 109
SSA
2737
South Street Advisors
New York
$406M -$33.4M -8% 3.48% 141% 76
FFWA
2738
FRG Family Wealth Advisors
Washington
$405M -$27.9M -6% 4.86% 82.7% 142
AG
2739
Advocate Group
Minnesota
$405M -$24.9M -6% 6.7% 29.8% 114
MWM
2740
Madison Wealth Management
Ohio
$404M -$6.22M -2% 4.57% 34.9% 163
GFA
2741
Gifford Fong Associates
California
$404M -$24.9M -6% 5.74% 147% 140
XT
2742
XTX Topco
Cayman Islands
$404M +$159M +65% 6.74% 47.5% 1,512
BEC
2743
Blue Edge Capital
Virginia
$404M -$26.5M -6% 4.51% 53.2% 108
MAM
2744
Mark Asset Management
New York
$404M -$9M -2% 0.42% 243% 51
GBT
2745
Grove Bank & Trust
Florida
$404M -$14.1M -3% 5.22% 57.3% 214
MC
2746
Maplelane Capital
New York
$403M +$15.9M +4% 1.25% 68.5% 66
GA
2747
Gateway Advisory
New Jersey
$403M +$168M +72% 1.7% 26% 94
CPI
2748
Crestview Partners III
New York
$403M -$189M -32% 31.7% 40.4% 2
RSVP
2749
Ramsay Stattman Vela & Price
Colorado
$403M -$43.3M -10% 4.6% 64.6% 90
PA
2750
Probity Advisors
Texas
$403M -$28.9M -7% 4.86% 183