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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MWA
3026
Martel Wealth Advisors
Washington
$369M +$19.7M +6% 5.55% 35.3% 53
AIM
3027
Alpine Investment Management
Hong Kong
$369M 6.8% 10
TI
3028
Truxt Investmentos
Brazil
$368M -$27.9M -7% 4.48% 75.7% 16
WLIM
3029
White Lighthouse Investment Management
Massachusetts
$368M +$24.7M +7% 6.24% 46.9% 115
CC
3030
Conversant Capital
New Jersey
$368M -$17.7M -5% 7.36% 106% 26
AWC
3031
Abundance Wealth Counselors
Pennsylvania
$367M +$17.7M +5% 7.08% 97.8% 156
EIP
3032
Ellis Investment Partners
Pennsylvania
$367M +$6.41M +2% 8.34% 48.7% 836
SAIG
3033
Semper Augustus Investments Group
Colorado
$367M +$36.6M +11% 13.5% 66.5% 34
WCM
3034
WestBridge Capital Management
Mauritius
$367M +$73.5M +25% 11.1% 40.6% 3
CWM
3035
Cranbrook Wealth Management
Michigan
$367M -$19.7M -5% 7.52% 38% 323
CSC
3036
Cove Street Capital
California
$367M +$8.86M +2% 9.6% 49.8% 81
OAM
3037
Occidental Asset Management
California
$367M +$33.2M +10% 6.45% 66.4% 212
KPF
3038
K2 Principal Fund
Ontario, Canada
$367M -$50.1M -12% 5.87% 37.6% 323
AMCA
3039
Arthur M. Cohen & Associates
Illinois
$366M +$2.6M +0.7% 6.02% 113% 135
GEA
3040
Glen Eagle Advisors
New Jersey
$366M +$21.9M +6% 7.86% 62.2% 1,191
BAM
3041
Brilliance Asset Management
Hong Kong
$366M +$18.6M +5% 4.89% 37.6% 9
CT
3042
Colonial Trust
South Carolina
$366M +$52.5M +17% 9.7% 64.5% 909
FA
3043
Financial Advisors
Massachusetts
$366M +$78.3M +27% 6.22% 51.5% 84
APG
3044
Abacus Planning Group
South Carolina
$366M +$34.4M +10% 7.96% 51.5% 202
HPA
3045
High Probability Advisors
New York
$365M +$45.8M +14% 8.56% 37.9% 45
SCV
3046
Sands Capital Ventures
Virginia
$365M +$21.1M +6% 13.2% 324% 25
NW
3047
Naviter Wealth
Arkansas
$364M +$119M +49% 8.04% 58.7% 204
LS
3048
Leelyn Smith
Illinois
$364M +$74.5M +26% 9.04% 56.2% 518
PCA
3049
PL Capital Advisors
Florida
$364M +$22.2M +6% 4.88% 25.2% 48
JE
3050
JMAC Enterprises
Pennsylvania
$364M +$7.42M +2% 9.09% 55% 180