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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MA
2951
MJP Associates
Connecticut
$557M +$29.2M +6% 2.33% 52.7% 248
EIM
2952
Essex Investment Management
Massachusetts
$556M -$17.5M -3% 12% 215% 322
TWM
2953
Thrive Wealth Management
Pennsylvania
$556M +$11.1M +2% 1.79% 66.4% 226
KLI
2954
Kelman-Lazarov Inc
Tennessee
$556M -$25.7M -4% 1.6% 41.2% 113
PIP
2955
Permian Investment Partners
Texas
$555M -$127M -19% 4.04% 105% 13
OBWP
2956
O'Brien Wealth Partners
Massachusetts
$555M +$45.1M +9% 0.26% 41.6% 70
PWA
2957
Peterson Wealth Advisors
Utah
$555M +$25.6M +5% 0.88% 40% 88
OQS
2958
Occudo Quantitative Strategies
Florida
$555M +$5.88M +1% 3.12% 77.5% 1,018
HPIA
2959
Hamilton Point Investment Advisors
North Carolina
$554M +$99.5K +0% 0.1% 68.3% 175
LA
2960
Lifeworks Advisors
Michigan
$554M +$45.2M +9% 1.96% 53.3% 324
SA
2961
Strategic Advisors
New York
$553M +$16.9M +3% 5.52% 87.6% 215
ERWM
2962
Elk River Wealth Management
Colorado
$552M +$2.49M +0.5% 1.33% 66.6% 102
DCA
2963
DSG Capital Advisors
Minnesota
$552M 3.77% 122
MCP
2964
Mirador Capital Partners
California
$552M -$4.12M -0.7% 2.45% 67.1% 211
FFWA
2965
FRG Family Wealth Advisors
Washington
$551M -$7.89M -1% 2.91% 82.7% 150
FRM
2966
Fox Run Management
Connecticut
$551M +$101M +23% 1.23% 43.7% 1,228
HCP
2967
Hexagon Capital Partners
Arkansas
$550M +$38.7M +8% 5.71% 91.3% 1,907
GWA
2968
Geometric Wealth Advisors
District of Columbia
$550M +$9.13M +2% 2.48% 49.4% 68
UCMOK
2969
United Capital Management of KS
Kansas
$550M +$89.8M +20% 17.2% 219% 96
C
2970
Chescapmanager
Maryland
$550M -$45.8M -8% 5.67% 99.3% 32
BAM
2971
Bell Asset Management
Australia
$549M +$3.24M +0.6% 1.89% 46.1% 71
CA
2972
Capital Advantage
California
$549M +$26.9M +5% 3.31% 31.1% 135
HS
2973
Hazelview Securities
Ontario, Canada
$548M 4.69% 27
FA
2974
Fountainhead AM
New Jersey
$548M +$71.2M +15% 1.79% 54.1% 176
LGA
2975
Lebenthal Global Advisors
New York
$548M +$55M +11% 0.35% 30.6% 212