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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CWC
2901
Carolinas Wealth Consulting
North Carolina
$518M +$10.7M +2% 2.83% 24.6% 1,089
LKIM
2902
Lawson Kroeker Investment Management
Nebraska
$518M -$9.62M -2% 1.62% 61.2% 90
BDF
2903
Black Diamond Financial
Maryland
$518M +$148M +40% 1.42% 51.8% 142
HEIP
2904
Hudson Edge Investment Partners
New Jersey
$518M +$5.43M +1% 2.26% 52.3% 203
DWM
2905
Dorchester Wealth Management
Quebec, Canada
$518M -$38.1M -7% 1.03% 18.3% 175
PCM
2906
Primavera Capital Management
Cayman Islands
$518M -$97.7M -16% 14% 31.8% 4
LS
2907
Leelyn Smith
Illinois
$517M +$17.9M +4% 2.4% 56.2% 131
DWA
2908
Divergent Wealth Advisors
Utah
$517M +$17M +3% 1.96% 14.7% 33
FFWA
2909
FRG Family Wealth Advisors
Washington
$517M +$6.82M +1% 4.41% 82.7% 376
CCT
2910
Chemung Canal Trust
New York
$517M -$1.49M -0.3% 1.94% 60.5% 123
SIC
2911
SJS Investment Consulting
Ohio
$516M +$15.7M +3% 1.64% 53.7% 1,722
SP
2912
Stablepoint Partners
Massachusetts
$516M +$22.5M +5% 1.22% 247
APG
2913
Abacus Planning Group
South Carolina
$516M +$3.92M +0.8% 0.55% 51.5% 227
SA
2914
Strategic Advisors
New York
$515M +$8.32M +2% 4.49% 87.6% 209
HPIA
2915
Hamilton Point Investment Advisors
North Carolina
$515M +$3.21M +0.6% 1.3% 68.3% 153
PWW
2916
Pettyjohn Wood & White
Virginia
$515M +$12.6M +2% 2.21% 57.3% 194
NIEF
2917
Nalanda India Equity Fund
Mauritius
$515M -$26.1M -5% 1.02% 2.24% 2
HI
2918
Human Investing
Oregon
$514M +$16.4M +3% 1.39% 42.9% 97
AIM
2919
Aigen Investment Management
New York
$514M +$55.2M +12% 3.1% 38% 1,071
TCM
2920
Tufton Capital Management
Maryland
$514M +$5.02M +1% 2.45% 52.5% 122
ACM
2921
Alpha Capital Management
Texas
$514M +$1.19M +0.2% 1.92% 84.7% 120
EWA
2922
Evolution Wealth Advisors
Florida
$513M -$8.85M -2% 2.51% 65.1% 144
MAP
2923
Moody Aldrich Partners
Massachusetts
$513M -$74.9M -13% 2.41% 181% 249
UOTTAIMCU
2924
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$513M +$30.8M +6% 2.81% 33% 188
CCM
2925
Coerente Capital Management
Ontario, Canada
$512M -$16.8M -3% 1.28% 46.1% 45