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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LA
2851
LM Advisors
California
$497M 11.5% 734
NW
2852
Naviter Wealth
Arkansas
$497M +$82.6M +20% 8.91% 58.7% 232
FAN
2853
Financial Advisors Network
California
$497M +$51.7M +12% 9.47% 180
JCP
2854
JB Capital Partners
New York
$496M +$91.1M +23% 28.3% 153% 77
TCP
2855
ThornTree Capital Partners
Massachusetts
$496M +$114M +30% 11.8% 263% 24
HPA
2856
High Probability Advisors
New York
$496M +$31.7M +7% 9.14% 37.9% 54
OBWG
2857
Onyx Bridge Wealth Group
New York
$496M +$67.7M +16% 9.44% 55% 267
PCM
2858
Philosophy Capital Management
California
$495M +$15.8M +3% 2.72% 22.9% 35
HPIA
2859
Hamilton Point Investment Advisors
North Carolina
$495M +$89.9M +22% 9.59% 68.3% 155
VHMC
2860
Value Holdings Management Company
New York
$495M +$41.7M +9% 10.2% 77.2% 28
OMC
2861
Overbrook Management Corp
New York
$495M +$65.3M +15% 14.1% 122% 69
SG
2862
Strid Group
Pennsylvania
$495M +$16.3M +3% 5.12% 38% 54
TFM
2863
TFC Financial Management
Massachusetts
$495M +$75.6M +18% 9.61% 52.4% 743
IGGA
2864
Iron Gate Global Advisors
Utah
$495M +$57.5M +13% 13% 130% 89
MGI
2865
MayTech Global Investments
New York
$494M +$64.8M +15% 16.9% 241% 31
LSC
2866
Logan Stone Capital
Illinois
$494M +$129M +35% 11.9% 40.9% 185
CCG
2867
Chatham Capital Group
Georgia
$494M +$45.8M +10% 10.3% 71.8% 188
FL
2868
Fourthstone LLC
Missouri
$494M +$53.2M +12% 32.2% 17.7% 106
GKFF
2869
George Kaiser Family Foundation
Oklahoma
$494M -$36.8M -7% 11.3% 68.4% 41
VCM
2870
Virtue Capital Management
Tennessee
$493M -$94M -16% 9.01% 53.6% 467
CAM
2871
Columbia Asset Management
Michigan
$493M +$40.3M +9% 12.1% 72.4% 168
RAM
2872
Ramirez Asset Management
New York
$493M +$28.2M +6% 7.95% 404
NM
2873
NWI Management
New York
$493M -$82.3M -14% 1.54% 53.5% 51
FFWA
2874
FRG Family Wealth Advisors
Washington
$493M +$50.4M +11% 13.5% 82.7% 146
CA
2875
Capital Advantage
California
$493M +$26.3M +6% 7.02% 31.1% 43