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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CC
2951
Covalis Capital
United Kingdom
$433M +$124M +40% 3.98% 3.46% 153
HDIM
2952
Hanson & Doremus Investment Management
Vermont
$433M +$97.7M +29% 1.65% 52.1% 530
CBA
2953
Coastal Bridge Advisors
Connecticut
$433M -$55.2M -11% 3.77% 168% 156
CA
2954
Cumberland Advisors
Florida
$433M +$6.27M +1% 1.39% 63.5% 65
ZF
2955
Zhang Financial
Michigan
$432M +$24.8M +6% 0.87% 58.4% 173
ANRF
2956
Adams Natural Resources Fund
Maryland
$432M -$11.6M -3% 2.13% 30.7% 56
SNT
2957
Security National Trust
West Virginia
$432M -$18.6M -4% 1.23% 58.4% 409
MAM
2958
MPM Asset Management
Massachusetts
$431M -$106M -20% 14.9% 14.1% 10
GPC
2959
Guardian Point Capital
Virginia
$431M -$9.59M -2% 1.07% 114% 22
SCP
2960
Steamboat Capital Partners
New York
$431M +$43M +11% 3.23% 269% 55
TGAM
2961
TBH Global Asset Management
Tennessee
$431M -$2.92M -0.7% 0.37% 54.1% 192
TAA
2962
TB Alternative Assets
Cayman Islands
$430M -$71.5M -14% 44.9% 122% 50
SAM
2963
Synergy Asset Management
Washington
$430M +$53.3M +14% 0.13% 64.5% 144
CG
2964
CFO4Life Group
Texas
$430M -$3.67M -0.8% 1.77% 41.8% 154
GFP
2965
Gryphon Financial Partners
Ohio
$430M +$5.77M +1% 1.01% 75.9% 208
CWC
2966
Carolinas Wealth Consulting
North Carolina
$429M -$25.7M -6% 1.09% 24.6% 1,033
IWA
2967
Intercontinental Wealth Advisors
Texas
$429M -$75.9M -15% 0.64% 46.8% 299
TFCP
2968
Twin Focus Capital Partners
Massachusetts
$428M -$3.72M -0.9% 1.56% 60% 202
PWMAG
2969
Pinnacle Wealth Management Advisory Group
New Jersey
$427M +$1.25M +0.3% 1.07% 62.4% 234
WFA
2970
Websterrogers Financial Advisors
South Carolina
$427M +$12.4M +3% 1.37% 34.7% 64
MFG
2971
MidWestOne Financial Group
Iowa
$427M +$3.09M +0.7% 1.06% 47.6% 239
SI
2972
Symmetry Investments
Jersey
$426M +$77.2M +22% 0.49% 96.4% 140
ECAM
2973
East Coast Asset Management
Massachusetts
$426M -$3.53M -0.8% 0.72% 129% 63
MP
2974
McDonald Partners
Ohio
$426M +$2.78M +0.7% 1.07% 71.3% 307
WF
2975
WoodTrust Financial
Wisconsin
$426M +$46.7M +12% 0.35% 59.4% 135