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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FAN
2751
Financial Advisors Network
California
$603M +$1.9M +0.3% 0.11% 216
SWA
2752
Serenus Wealth Advisors
California
$603M +$27.1M +5% 2.81% 66
IVAV
2753
Index Venture Associates VI
Jersey
$602M +$63.1M +12% 11.7% 1,033% 1
DLP
2754
De Lisle Partners
United Kingdom
$602M -$80M -12% 9.9% 196
EAM
2755
EFG Asset Management
Oregon
$602M -$131M -18% 8.89% 179% 196
TFO
2756
Tarbox Family Office
California
$602M -$4.67M -0.8% 1.93% 47.4% 110
LA
2757
Lifeworks Advisors
Michigan
$601M +$47.6M +9% 1.06% 53.3% 341
ACP
2758
Aveo Capital Partners
Colorado
$601M -$312M -34% 0.02% 19.1% 354
CCM
2759
Callodine Capital Management
Massachusetts
$601M +$117M +24% 2.95% 39.1% 50
MHS
2760
M Holdings Securities
Oregon
$601M -$19.2M -3% 2.11% 55.1% 153
SSCM
2761
Summit Street Capital Management
New York
$601M -$37.3M -6% 1.99% 76.4% 30
SPIA
2762
Strategic Point Investment Advisors
Rhode Island
$600M -$13.2M -2% 0.71% 43.1% 35
KCPG
2763
Kavar Capital Partners Group
Kansas
$600M +$8.26M +1% 0.41% 59% 190
SJIC
2764
St. James Investment Company
Texas
$600M +$20.9M +4% 9.04% 37.8% 33
HPA
2765
High Probability Advisors
New York
$600M +$41.8M +7% 0.13% 37.9% 56
FA
2766
Fagan Associates
New York
$600M -$29.9M -5% 2.13% 91.2% 136
CCG
2767
Chatham Capital Group
Georgia
$599M -$8.67M -1% 1.47% 71.8% 203
BRIM
2768
Broad Run Investment Management
Virginia
$599M -$137M -19% 2.11% 141% 25
EWA
2769
Evolution Wealth Advisors
Florida
$599M +$1.16M +0.2% 3.02% 65.1% 158
CBT
2770
Central Bank & Trust
Kentucky
$599M -$62.1M -9% 3.33% 101% 189
FAM
2771
Formidable Asset Management
Ohio
$598M -$10.7M -2% 0.53% 55.9% 409
LFA
2772
Legacy Financial Advisors
Kentucky
$598M -$6.91M -1% 0.86% 63.6% 380
GWS
2773
Glassman Wealth Services
Virginia
$598M +$3.38M +0.6% 1.14% 61.5% 218
CCM
2774
Canal Capital Management
Virginia
$597M -$20.3M -3% 1.07% 64% 188
AMCI
2775
Al Mehwar Commercial Investments
United Arab Emirates
$597M -$97.1M -14% 14% 2