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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EFG
2751
Ethos Financial Group
Pennsylvania
$606M +$38.5M +7% 5.07% 341
SPIA
2752
Strategic Point Investment Advisors
Rhode Island
$606M +$47.9M +9% 5.4% 43.1% 34
SF
2753
Symphony Financial
Texas
$605M +$57.3M +10% 6.75% 67.4% 238
NIEF
2754
Nalanda India Equity Fund
Mauritius
$604M +$89.5M +17% 18% 2.24% 2
TVAMP
2755
Tennessee Valley Asset Management Partners
Tennessee
$604M +$70.8M +13% 5.8% 51.2% 162
BGDI
2756
BW Gestao de Investimentos
Brazil
$604M -$154M -20% 4.01% 26.8% 101
SMH
2757
Sanders Morris Harris
Texas
$603M -$6.14M -1% 7% 86.5% 307
RFA
2758
Rollins Financial Advisors
New York
$603M +$20.2M +3% 4.28% 145
SAM
2759
Sycomore Asset Management
France
$603M +$34M +6% 2.8% 133% 77
BC
2760
Belmont Capital
California
$602M +$66M +12% 6.14% 182% 211
SIA
2761
SkyView Investment Advisors
New Jersey
$602M +$40.9M +7% 5.74% 66% 391
KPF
2762
K2 Principal Fund
Ontario, Canada
$601M +$149M +33% 1.38% 37.6% 330
RDWM
2763
Red Door Wealth Management
Tennessee
$601M +$33.9M +6% 6.24% 85% 223
IIC
2764
Ironwood Investment Counsel
Arizona
$601M +$40.7M +7% 6.8% 58.5% 267
FM
2765
Family Management
New York
$600M +$36.8M +7% 4.66% 54.2% 206
CPCM
2766
Cardinal Point Capital Management
Ontario, Canada
$600M +$25.1M +4% 4.29% 87
OM
2767
Opaleye Management
Massachusetts
$600M +$162M +37% 47.6% 608% 57
CWP
2768
Concord Wealth Partners
Virginia
$599M +$32.2M +6% 4.84% 47.3% 1,041
AIS
2769
American Investment Services
Massachusetts
$599M +$34M +6% 7.27% 48% 162
MC
2770
MSD Capital
New York
$598M +$250M +72% 26.8% 8.68% 4
GHAM
2771
Gilman Hill Asset Management
Connecticut
$598M +$45.6M +8% 9% 38.5% 235
MWA
2772
Meridian Wealth Advisors
Texas
$598M +$37.3M +7% 6.49% 67.2% 185
EAM
2773
EFG Asset Management
Oregon
$598M +$20.8M +4% 9.8% 179% 204
ECM
2774
EagleClaw Capital Management
Massachusetts
$598M +$42M +8% 8.96% 108% 141
HA
2775
Harbor Advisors
Florida
$598M +$52.2M +10% 10.2% 74.6% 194