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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
F
2776
FIFTHDELTA
United Kingdom
$562M -$88.8M -14% 2.67% 32.9% 16
EA
2777
Emerald Advisors
Washington
$562M +$37M +7% 10.3% 97.1% 95
NCM
2778
Northside Capital Management
Oregon
$561M +$241M +76% 17.9% 104% 127
OBWG
2779
Onyx Bridge Wealth Group
New York
$560M +$64.2M +13% 7.89% 55% 282
CFO
2780
CVA Family Office
Colorado
$560M +$46.9M +9% 8.06% 53.1% 1,080
LFA
2781
Legacy Financial Advisors
Kentucky
$558M +$37.6M +7% 8.75% 63.6% 338
MIOT
2782
Massachusetts Institute of Technology
Massachusetts
$558M +$18.6M +3% 9.68% 139% 10
CAC
2783
Core Alternative Capital
Georgia
$558M -$25.3M -4% 7.38% 54.6% 381
DWP
2784
Destiny Wealth Partners
Florida
$558M +$25.6M +5% 6.03% 52.9% 170
CGIM
2785
Capital Group Investment Management
Singapore
$558M -$395M -41% 13.1% 198
GHAM
2786
Gilman Hill Asset Management
Connecticut
$558M +$20.5M +4% 7.5% 38.5% 229
CG
2787
Cynosure Group
Utah
$557M +$541K +0.1% 7.48% 56.9% 353
MFG
2788
MidWestOne Financial Group
Iowa
$557M +$30.3M +6% 4.32% 47.6% 304
VCM
2789
Virtue Capital Management
Tennessee
$557M +$63.1M +13% 7.78% 53.6% 424
1WA
2790
180 Wealth Advisors
Washington
$556M +$56.6M +11% 11% 101% 425
SG
2791
Strid Group
Pennsylvania
$556M +$61.4M +12% 8.2% 38% 58
AHSW
2792
Adventist Health System West
California
$556M +$40.1M +8% 7.88% 49.4% 5
BCM
2793
Brasada Capital Management
Texas
$556M +$48.8M +10% 8.72% 65.2% 162
CWP
2794
Concord Wealth Partners
Virginia
$556M +$56.3M +11% 9.29% 47.3% 923
DWM
2795
Dorchester Wealth Management
Quebec, Canada
$556M +$15.1M +3% 4.1% 18.3% 169
GWI
2796
Grace & White Inc
New York
$555M -$14.8M -3% 6.24% 52.5% 142
MWP
2797
Meridian Wealth Partners
Pennsylvania
$554M +$30.3M +6% 6.49% 41% 111
PAMI
2798
Perseverance Asset Management International
Cayman Islands
$554M +$134M +32% 2.07% 64.2% 21
MAM
2799
Montanaro Asset Management
United Kingdom
$554M +$22.1M +4% 7.73% 66.6% 47
KIA
2800
Knollwood Investment Advisory
Maryland
$553M +$72.5M +15% 16.6% 210