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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PWS
3001
Private Wealth Strategies
Ohio
$375M +$32.2M +9% 7.15% 18.7% 82
AO
3002
Allen Operations
New York
$374M -$581K -0.2% 4.3% 262% 44
SA
3003
Scarborough Advisors
Maryland
$373M +$52.4M +16% 7.42% 44.6% 62
RIM
3004
Regent Investment Management
Kentucky
$373M +$30.6M +9% 11.3% 44% 203
CA
3005
Cambridge Advisors
Nebraska
$373M +$23.6M +7% 7.91% 43.3% 186
ECA
3006
Endeavour Capital Advisors
Connecticut
$372M -$60.1M -14% 4.85% 24.3% 49
WAS
3007
Wealth Advisory Solutions
Indiana
$372M +$10.5M +3% 10.1% 45.7% 139
ACA
3008
Ackerman Capital Advisors
Texas
$372M +$20.5M +6% 6.44% 26.5% 120
5VM
3009
5AM Venture Management
California
$372M -$150M -29% 8.74% 145% 23
FCMC
3010
Founders Capital Management (Connecticut)
Connecticut
$372M +$15.3M +4% 6.42% 78.2% 72
LMGAM
3011
Liberty Mutual Group Asset Management
Massachusetts
$372M +$38.9M +12% 0.6% 19.9% 129
3LCM
3012
3D/L Capital Management
Connecticut
$372M +$34.9M +10% 9.76% 13.9% 113
SWA
3013
SOA Wealth Advisors
New York
$372M +$39.4M +12% 7.53% 75.5% 1,034
TWM
3014
Tanager Wealth Management
United Kingdom
$371M +$245M +194% 5.09% 34.4% 81
CPI
3015
Crestview Partners III
New York
$371M -$32.2M -8% 5.05% 40.4% 3
SNB
3016
Security National Bank
Nebraska
$371M +$12.3M +3% 9.92% 112% 107
AW
3017
Atlas Wealth
Ohio
$371M 7.22% 128
PWA
3018
Physician Wealth Advisors
Utah
$371M +$45.2M +14% 8.09% 57.4% 159
PCA
3019
Providence Capital Advisors
North Carolina
$370M +$36.9M +11% 11.7% 45.7% 350
WAM
3020
WNY Asset Management
New York
$370M +$94.2M +34% 7.74% 39.9% 195
IRC
3021
Investors Research Corp
Georgia
$370M +$43.1M +13% 11% 45.5% 1,167
MF
3022
Manchester Financial
California
$370M +$22.1M +6% 3.82% 46.4% 105
AP
3023
AlpInvest Partners
Netherlands
$369M +$23.6M +7% 4.51% 182% 33
TWM
3024
Tolleson Wealth Management
Texas
$369M +$37.4M +11% 9.74% 53.9% 78
FPFS
3025
First Personal Financial Services
North Carolina
$369M +$25.1M +7% 10.4% 31.5% 447