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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AMCA
2826
Arthur M. Cohen & Associates
Illinois
$545M +$71.9M +15% 8.63% 113% 145
AA
2827
AF Advisors
California
$545M +$83.9M +18% 18.9% 350% 22
PCMC
2828
Paragon Capital Management (Colorado)
Colorado
$545M -$20M -4% 1.79% 102% 246
CWP
2829
CFM Wealth Partners
Texas
$544M +$46M +9% 10.2% 132% 155
BFO
2830
Biltmore Family Office
North Carolina
$543M +$35.7M +7% 7.85% 82.8% 255
BCMLT
2831
Beacon Capital Management LLC (Tennessee)
Tennessee
$543M +$55.1M +11% 4.83% 71.9% 1,116
SL
2832
Sentry LLC
Tennessee
$543M +$11.9M +2% 2.46% 130
SI
2833
Sora Investors
Pennsylvania
$543M -$65.2M -11% 1.22% 114% 69
PWA
2834
Physician Wealth Advisors
Utah
$543M +$67.1M +14% 3.37% 57.4% 190
GWS
2835
Glassman Wealth Services
Virginia
$542M +$47.4M +10% 0.88% 61.5% 224
VI
2836
Versor Investments
New York
$542M +$47.7M +10% 2.16% 141% 981
IG
2837
Ithaka Group
Virginia
$542M +$11.3M +2% 5.19% 188% 36
MCM
2838
Maltese Capital Management
New York
$541M +$22.1M +4% 1.96% 49.9% 102
SPIO
2839
Seven Post Investment Office
California
$540M +$130M +32% 4.23% 50.6% 59
DC
2840
Dendur Capital
New York
$539M -$146M -21% 4.47% 109% 17
CC
2841
Cadinha & Co
Hawaii
$539M -$42.7M -7% 5.33% 126% 98
JSL
2842
JT Stratford LLC
Georgia
$538M +$36.1M +7% 3.51% 74% 300
MCM
2843
Mason Capital Management
New York
$538M -$190M -26% 3.1% 24.4% 7
MC
2844
Meteora Capital
Florida
$537M -$48.8M -8% 3.04% 37.4% 327
AMG
2845
Asset Management Group
Connecticut
$537M +$4.14M +0.8% 0.59% 42.4% 134
CAM
2846
Columbia Asset Management
Michigan
$536M +$43.4M +9% 2.42% 72.4% 177
MAM
2847
Montanaro Asset Management
United Kingdom
$536M -$17.4M -3% 3.45% 66.6% 48
TA
2848
TRB Advisors
New York
$536M +$73.4M +16% 7.29% 76.3% 12
HI
2849
Hudock Inc
Pennsylvania
$536M +$82.3M +18% 1.47% 45% 170
KLI
2850
Kelman-Lazarov Inc
Tennessee
$536M +$24.6M +5% 0.75% 41.2% 108