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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SC
2826
Soundwatch Capital
Connecticut
$435M +$336M +339% 7.65% 65.5% 29
KM
2827
Kora Management
New York
$435M +$121M +38% 54% 384% 4
KHCM
2828
Kettle Hill Capital Management
New York
$435M -$73.4M -14% 5.1% 31.3% 80
GA
2829
GFS Advisors
Texas
$435M -$9.91M -2% 10.1% 66.3% 148
CCT
2830
Chemung Canal Trust
New York
$435M -$3.93M -0.9% 4.61% 60.5% 123
FM
2831
Family Management
New York
$434M +$24.4M +6% 5.18% 54.2% 185
AIA
2832
Alera Investment Advisors
Illinois
$434M +$10.9M +3% 6.94% 28.9% 181
DCM
2833
Divisar Capital Management
California
$434M +$25.2M +6% 7.93% 40.7% 35
CBB
2834
Citizens Business Bank
California
$434M -$2.83M -0.6% 6% 81.1% 122
OHIS
2835
Oak Harvest Investment Services
Texas
$434M +$49.5M +13% 6.19% 73.4% 106
CFFP
2836
Center for Financial Planning
Michigan
$434M +$22.1M +5% 6.06% 54.5% 559
OWSCM
2837
One William Street Capital Management
New York
$433M +$329M +313% 3.46% 4
PC
2838
Peavine Capital
Nevada
$433M +$6.91M +2% 4.07% 23.5% 13
OWA
2839
One Wealth Advisors
California
$433M -$4.98M -1% 8.4% 57.1% 639
SI
2840
Sapience Investments
California
$433M -$43.8M -9% 1.48% 41.9% 82
KFAA
2841
Klaas Financial Asset Advisors
Illinois
$432M +$29.9M +7% 4.13% 28.8% 46
LBIM
2842
Land & Buildings Investment Management
Connecticut
$432M -$31.8M -7% 5.54% 33% 24
SC
2843
Sagefield Capital
Texas
$432M +$37.8M +10% 3.58% 85.2% 123
DW
2844
Domani Wealth
Pennsylvania
$431M +$31.3M +8% 7.05% 48.6% 122
FI
2845
Fractal Investments
Connecticut
$430M +$10.8M +3% 2.37% 87.9% 104
1WA
2846
180 Wealth Advisors
Washington
$430M +$4.58M +1% 10.8% 101% 390
DWA
2847
Divergent Wealth Advisors
Utah
$429M +$30.2M +8% 6.03% 14.7% 32
GFP
2848
Gryphon Financial Partners
Ohio
$429M +$18.7M +5% 8.81% 75.9% 206
CWS
2849
Confluence Wealth Services
Pennsylvania
$429M +$44.1M +11% 6.03% 62.1% 262
PGCM
2850
Prescott Group Capital Management
Oklahoma
$428M -$30.5M -7% 2.08% 114% 205