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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MAM
2851
Marquette Asset Management
Minnesota
$567M -$45.3M -7% 2.46% 53.3% 209
AR
2852
Advisory Research
Illinois
$567M -$34.4M -6% 3.24% 143% 156
CWP
2853
CFM Wealth Partners
Texas
$567M -$25.8M -4% 3.46% 132% 144
CAWM
2854
Capital Advisors Wealth Management
Washington
$566M +$4.36M +0.8% 1.71% 51.1% 188
JSL
2855
JT Stratford LLC
Georgia
$566M -$42.7M -7% 1.78% 74% 338
SA
2856
SoftVest Advisors
Texas
$565M +$65.5M +13% 8.79% 75.8% 7
MBT
2857
Montecito Bank & Trust
California
$565M -$12.4M -2% 1.4% 30.7% 283
PFG
2858
PAX Financial Group
Texas
$564M +$5.44M +1% 1.3% 44.4% 262
TNA
2859
True North Advisors
Texas
$564M +$140M +33% 0.94% 95.4% 253
CT
2860
Chicago Trust
Illinois
$564M -$1.07M -0.2% 0.04% 65.9% 383
DCM
2861
Dimension Capital Management
Florida
$564M -$48.4M -8% 0.56% 52.5% 113
LS
2862
Leelyn Smith
Illinois
$563M +$1.37M +0.2% 1.65% 56.2% 140
PFC
2863
Poplar Forest Capital
California
$563M +$19.2M +4% 7.73% 30% 58
LGM
2864
Logos Global Management
California
$563M -$292M -34% 19.4% 432% 58
BBNA
2865
Bremer Bank National Association
Minnesota
$562M +$56.1M +11% 2.95% 37.4% 183
BCG
2866
Breakwater Capital Group
New Jersey
$561M +$59M +12% 1.25% 332
SB
2867
Samsara BioCapital
California
$561M -$168M -23% 13.5% 910% 44
SCM
2868
Sirios Capital Management
Massachusetts
$560M +$3.11M +0.6% 4.11% 150% 67
WLIM
2869
White Lighthouse Investment Management
Massachusetts
$560M -$9.18M -2% 1.05% 46.9% 138
PIM
2870
Parker Investment Management
California
$560M -$82M -13% 6.57% 124% 35
JJBC
2871
James J. Burns & Company
New York
$558M -$16.7M -3% 2.77% 50.6% 151
HGWM
2872
Horst & Graben Wealth Management
Oregon
$557M -$4.4M -0.8% 1.42% 39.9% 170
TSWM
2873
Tyler-Stone Wealth Management
Ohio
$557M -$4.86M -0.9% 2.15% 335
SII
2874
Silchester International Investors
United Kingdom
$557M -$256M -31% 10.1% 54.7% 4
SCM
2875
Simcoe Capital Management
New York
$557M -$123M -18% 12% 94.7% 17