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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DLCIG
2901
D.L. Carlson Investment Group
New Hampshire
$552M +$34.4M +7% 7.47% 114% 161
KAS
2902
Kemnay Advisory Services
New York
$552M +$71.2M +15% 21% 218% 26
AG
2903
Advocate Group
Minnesota
$552M +$54.9M +11% 9.59% 29.8% 125
BIP
2904
Blueprint Investment Partners
North Carolina
$551M +$89.4M +19% 5.02% 69.9% 175
CWC
2905
Carolinas Wealth Consulting
North Carolina
$551M +$33.1M +6% 6.62% 24.6% 1,109
WP
2906
Wedgewood Partners
Missouri
$551M +$60.8M +12% 7.21% 101% 19
WA
2907
Wealthstream Advisors
New York
$550M +$277M +101% 7.21% 64.5% 166
ERWM
2908
Elk River Wealth Management
Colorado
$550M +$38.7M +8% 6.32% 66.6% 98
MAP
2909
Moody Aldrich Partners
Massachusetts
$550M +$36.7M +7% 14.3% 181% 218
OQS
2910
Occudo Quantitative Strategies
Florida
$549M -$14.8M -3% 8.56% 77.5% 1,071
LKIM
2911
Lawson Kroeker Investment Management
Nebraska
$549M +$30.9M +6% 8.18% 61.2% 92
SP
2912
Stablepoint Partners
Massachusetts
$549M +$32.9M +6% 7.97% 245
T
2913
TOBAM
France
$548M -$89.4M -14% 4.72% 37% 348
DWM
2914
Dorchester Wealth Management
Quebec, Canada
$548M +$30.6M +6% 10.9% 18.3% 173
DSC
2915
Duncker Streett & Co
Missouri
$548M +$27.8M +5% 7.22% 78.9% 499
ANB
2916
Amarillo National Bank
Texas
$547M +$21.7M +4% 6.27% 46.4% 93
WDL
2917
Well Done LLC
Michigan
$547M +$66M +14% 15.2% 64.9% 189
DWA
2918
Divergent Wealth Advisors
Utah
$547M +$30M +6% 4.01% 14.7% 33
GG
2919
Gleason Group
Kentucky
$546M +$53.5M +11% 6.41% 56.5% 272
BAM
2920
Bell Asset Management
Australia
$546M -$167M -23% 6.54% 46.1% 65
WAM
2921
Wilsey Asset Management
California
$545M +$69.2M +15% 11.3% 58.6% 22
BIA
2922
Bell Investment Advisors
California
$545M +$35.9M +7% 5.77% 27.5% 1,970
TWM
2923
Thrive Wealth Management
Pennsylvania
$545M +$34.4M +7% 6.41% 66.4% 231
CFS
2924
CRA Financial Services
New Jersey
$545M +$49.5M +10% 5.65% 74.3% 273
AOWM
2925
Alpha Omega Wealth Management
Virginia
$545M +$21.5M +4% 7.19% 49.2% 215