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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WDL
2726
Well Done LLC
Michigan
$462M -$3.24M -0.7% 3.1% 64.9% 194
SFM
2727
Sphera Funds Management
Israel
$462M +$144M +45% 14.5% 99.3% 96
NCM
2728
Nellore Capital Management
California
$461M +$54.7M +13% 31.3% 162% 18
PC
2729
Permanens Capital
New York
$461M +$48.4M +12% 3.26% 60% 37
MWM
2730
Madison Wealth Management
Ohio
$461M +$24.1M +6% 5.63% 34.9% 160
SWA
2731
Sax Wealth Advisors
New Jersey
$460M +$27.3M +6% 5% 50.2% 183
WFAG
2732
Wescott Financial Advisory Group
Pennsylvania
$460M -$3.59M -0.8% 5.92% 45.4% 167
PHP
2733
Parkman Healthcare Partners
Connecticut
$460M +$84.2M +22% 2.96% 258% 99
AIM
2734
Arcadia Investment Management
Michigan
$459M +$30.7M +7% 10.7% 103% 381
MWP
2735
Meridian Wealth Partners
Pennsylvania
$459M +$27M +6% 5.2% 41% 102
HFS
2736
Heritage Financial Services
Massachusetts
$459M +$63.8M +16% 3.83% 29.8% 81
AA
2737
Ancient Art
Texas
$459M -$14M -3% 24% 111% 23
BA
2738
Bridgewater Advisors
New York
$458M +$44.8M +11% 5.24% 50.4% 118
GA
2739
Greenspring Advisors
Maryland
$458M +$81.1M +22% 4.99% 17.4% 128
AG
2740
Advocate Group
Minnesota
$458M -$6.47M -1% 1.78% 29.8% 126
PGIM
2741
Pacific Global Investment Management
California
$458M +$5.68M +1% 7.86% 48% 218
SPP
2742
Single Point Partners
Massachusetts
$457M +$41.4M +10% 5.76% 46.2% 175
TWP
2743
TFO Wealth Partners
Ohio
$456M +$22.7M +5% 6.05% 49.6% 944
HL
2744
HeadInvest LLC
Maine
$456M +$9.04M +2% 5.2% 53.3% 229
EFI
2745
EHP Funds Inc
Canada
$456M -$20.7M -4% 8.63% 103% 400
AAP
2746
Ardsley Advisory Partners
Connecticut
$455M +$60.4M +15% 8.38% 174% 139
RCMC
2747
RK Capital Management (Colorado)
Colorado
$455M +$33.1M +8% 13.4% 89.2% 54
VEI
2748
Vesa Equity Investment
Luxembourg
$455M +$21.8M +5% 5.03% 2.97% 1
EFL
2749
ERn Financial LLC
Wisconsin
$455M +$16.1M +4% 6.14% 47.8% 181
GA
2750
Goldstein Advisors
Wisconsin
$455M +$41.6M +10% 4.94% 172