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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWM
2776
Connecticut Wealth Management
Connecticut
$292M +$61.8M +27% 12.5% 54.4% 75
HI
2777
Hendershot Investments
Virginia
$292M +$38.1M +15% 11.8% 62.8% 80
RBC
2778
Roble Belko & Company
Pennsylvania
$292M +$31.3M +12% 11% 41.6% 341
CAG
2779
Csenge Advisory Group
Florida
$292M +$19.1M +7% 12.4% 48.5% 222
LWS
2780
Lucia Wealth Services
California
$292M +$79.1M +37% 11.9% 45.6% 206
WIP
2781
Wellesley Investment Partners
Massachusetts
$292M +$10.6M +4% 9.01% 22.7% 127
FEM
2782
Fulcrum Equity Management
Texas
$291M +$18.5M +7% 12.2% 70% 106
SGDR
2783
SPX Gestao de Recursos
Brazil
$291M -$60.9M -17% 15% 65.9% 50
DP
2784
DDD Partners
Washington
$291M +$23.1M +9% 10.8% 72.4% 53
PA
2785
Probity Advisors
Texas
$291M +$21.4M +8% 9.7% 166
RCIM
2786
Red Cedar Investment Management
Michigan
$291M +$1.97M +0.7% 9.79% 55.9% 27
RCIM
2787
Russell Clark Investment Management
United Kingdom
$291M +$13.6M +5% 4.17% 171% 47
BC
2788
Beaconlight Capital
New York
$291M +$18.9M +7% 16.9% 149% 32
RTS
2789
Round Table Services
New Jersey
$290M +$26.5M +10% 11.8% 16.1% 153
JT
2790
Jump Trading
Illinois
$290M +$199M +221% 12.5% 25.9% 595
MSAM
2791
Moloney Securities Asset Management
Missouri
$289M +$44.9M +18% 12.4% 63.5% 332
FIA
2792
FNY Investment Advisers
New York
$289M +$5.26M +2% 39.1% 179% 1,111
PDM
2793
Penn Davis McFarland
Texas
$289M +$31.7M +12% 15.7% 63.6% 43
RCM
2794
Rockshelter Capital Management
Pennsylvania
$289M +$12.5M +5% 12% 31.2% 42
CA
2795
Cumberland Advisors
Florida
$289M +$9.52M +3% 13.5% 63.5% 77
BRC
2796
Bishop Rock Capital
New York
$288M +$132M +84% 16.7% 35.3% 22
LPWM
2797
Lake Point Wealth Management
Texas
$288M +$20.5M +8% 3.23% 1,090
GKFF
2798
George Kaiser Family Foundation
Oklahoma
$288M -$6.54M -2% 11.2% 68.4% 21
ADL
2799
Asset Dedication LLC
California
$287M +$43.7M +18% 10.4% 50.5% 669
X
2800
Xponance
Pennsylvania
$287M +$30.2M +12% 9.58% 122% 70