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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DPI
2726
Diversified Portfolios Inc
Michigan
$436M +$64.7M +17% 6.38% 33.4% 136
SCM
2727
Schnieders Capital Management
California
$436M +$58.3M +15% 7.97% 78.6% 202
GFA
2728
Gifford Fong Associates
California
$436M +$31.8M +8% 9.72% 147% 140
WIA
2729
World Investment Advisors
California
$436M +$14.9M +4% 7.9% 54.9% 277
SHJ
2730
Sharkey, Howes & Javer
Colorado
$436M -$23.2M -5% 7.6% 43.6% 115
ACS
2731
Archford Capital Strategies
Illinois
$435M +$47.5M +12% 7.77% 57.7% 298
SWM
2732
Stockman Wealth Management
Montana
$435M +$66.2M +18% 12.7% 50.6% 208
KCPG
2733
Kavar Capital Partners Group
Kansas
$434M +$41.8M +11% 11% 59% 153
LWANC
2734
Laurel Wealth Advisors (North Carolina)
North Carolina
$434M +$40.2M +10% 9.01% 59.2% 589
DSAM
2735
Dock Street Asset Management
Florida
$434M +$16.5M +4% 3.18% 227% 58
ERIC
2736
Eagle Rock Investment Company
Georgia
$434M +$50.5M +13% 10.1% 75.1% 138
EHI
2737
Eagle Health Investments
Connecticut
$433M -$2.26M -0.5% 19.7% 134% 30
VEI
2738
Vesa Equity Investment
Luxembourg
$433M +$48.9M +13% 21.4% 2.97% 1
RMC
2739
Regis Management Company
California
$433M +$21M +5% 9.38% 5.33% 58
TWP
2740
TFO Wealth Partners
Ohio
$433M +$32.9M +8% 10.1% 49.6% 950
SWA
2741
Sax Wealth Advisors
New Jersey
$433M +$44.5M +11% 9.38% 50.2% 176
BCM
2742
Brasada Capital Management
Texas
$433M +$10.9M +3% 5.47% 65.2% 139
SWIG
2743
Strategic Wealth Investment Group
Kentucky
$433M +$84.7M +24% 4.57% 135
EVM
2744
Evelyn V. Moreno
$432M +$211M +95% 10.1% 39.4% 167
OCM
2745
Oribel Capital Management
New York
$432M +$44.1M +11% 4.02% 103% 106
MWP
2746
Meridian Wealth Partners
Pennsylvania
$432M +$32.7M +8% 6.57% 41% 91
ANB
2747
Amarillo National Bank
Texas
$431M -$177K -0% 7.74% 46.4% 105
PPC
2748
Park Presidio Capital
California
$431M -$5.28M -1% 6.99% 132% 12
KHLMTHM
2749
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$430M -$1.65M -0.4% 6.7% 70.7% 93
IF
2750
Intrua Financial
Texas
$430M +$55.5M +15% 9.49% 53.4% 346