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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
APG
2876
Abacus Planning Group
South Carolina
$560M +$43.9M +9% 7.18% 51.5% 237
OLA
2877
Oliver Luxxe Assets
New Jersey
$559M +$88.3M +19% 9.39% 116% 207
FFWA
2878
FRG Family Wealth Advisors
Washington
$559M +$42.2M +8% 3.86% 82.7% 147
PFG
2879
PAX Financial Group
Texas
$558M +$45.5M +9% 6.13% 44.4% 255
WLIM
2880
White Lighthouse Investment Management
Massachusetts
$557M +$39.1M +8% 5.57% 46.9% 133
HGWM
2881
Horst & Graben Wealth Management
Oregon
$557M +$33.7M +6% 5.71% 39.9% 162
SIG
2882
Sky Investment Group
Connecticut
$557M +$34.1M +7% 7.07% 60.7% 141
SIG
2883
Sargent Investment Group
Maryland
$557M +$66.4M +14% 10.7% 107% 228
MCP
2884
Mirador Capital Partners
California
$556M +$24.1M +5% 4.96% 67.1% 202
EWA
2885
Evolution Wealth Advisors
Florida
$554M +$41.1M +8% 4.94% 65.1% 145
HPIA
2886
Hamilton Point Investment Advisors
North Carolina
$554M +$39.1M +8% 8.76% 68.3% 160
GCM
2887
Greenland Capital Management
New York
$554M +$85.6M +18% 8.71% – 403
PWA
2888
Physician Wealth Advisors
Utah
$554M +$11.5M +2% 6.01% 57.4% 189
LS
2889
Leelyn Smith
Illinois
$554M +$36.7M +7% 6.6% 56.2% 133
VNA
2890
Valley National Advisers
Pennsylvania
$554M -$120M -18% 6.42% 58.8% 1,182
GWI
2891
Grace & White Inc
New York
$554M +$21.2M +4% 5.4% 52.5% 138
ES
2892
Eagle Strategies
New York
$554M +$30.8M +6% 5.75% 50.5% 221
PGIM
2893
Pacific Global Investment Management
California
$554M +$27.2M +5% 7.17% 48% 214
AMCA
2894
Arthur M. Cohen & Associates
Illinois
$554M +$8.16M +1% 6.44% 113% 146
CA
2895
Crane Advisory
California
$553M +$34.6M +7% 4.51% 28.8% 44
PCMC
2896
Private Capital Management (Colorado)
Colorado
$553M +$49.6M +10% 6.58% 20% 302
MAA
2897
Mraz Amerine & Associates
California
$553M +$66.2M +14% 7.82% 61.8% 179
JJBC
2898
James J. Burns & Company
New York
$553M +$44.4M +9% 6.71% 50.6% 143
BWA
2899
Bordeaux Wealth Advisors
California
$553M +$30.2M +6% 2.97% 141% 162
HI
2900
Human Investing
Oregon
$553M +$38.4M +7% 6.21% 42.9% 104
114 115
116
117 118