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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWM
3051
Stockman Wealth Management
Montana
$223M +$13.6M +6% 5.02% 50.6% 161
TCP
3052
ThornTree Capital Partners
Massachusetts
$222M -$7.4M -3% 2.96% 263% 19
EDRIA
3053
Edmonds Duncan Registered Investment Advisors
Kansas
$222M +$6.9M +3% 3.14% 12.8% 111
ISB
3054
Iowa State Bank
Iowa
$222M +$9.7M +5% 6.32% 59.6% 99
BBPWM
3055
Blue Bell Private Wealth Management
Pennsylvania
$222M +$13M +6% 3.4% 52.3% 245
NU
3056
Northwestern University
Illinois
$222M +$78M +54% 7.67% 65.3% 3
WAMC
3057
Western Asset Management Company
California
$221M +$1.92M +0.9% 0.56% 3.6% 68
GF
3058
Goodman Financial
Texas
$221M +$16.6M +8% 7.41% 40.3% 159
BFO
3059
Biltmore Family Office
North Carolina
$221M 4.55% 82.8% 150
CC
3060
Chanos & Company
New York
$221M -$19.3M -8% 3.57% 36
GIM
3061
Greystone Investment Management
Ohio
$221M +$13M +6% 7.49% 32.8% 53
PFA
3062
Paradigm Financial Advisors
Missouri
$220M +$13.5M +7% 6.76% 113% 113
GPSPJS
3063
General Pension Society PZU Joint Stock
Poland
$220M +$11.7M +6% 15.5% 75.2% 14
TCMG
3064
TSP Capital Management Group
New Jersey
$220M +$10.2M +5% 7.13% 109% 60
SH
3065
Sandia Holdings
Connecticut
$219M -$13.6M -6% 6.22% 28
MC
3066
Matisse Capital
Oregon
$219M +$9.32M +4% 2.1% 44.4% 134
PAM
3067
PVG Asset Management
Colorado
$219M -$9.04M -4% 1.55% 101
GCMG
3068
Gyroscope Capital Management Group
Florida
$219M +$20.6M +10% 8.42% 24.3% 119
ACM
3069
Armbruster Capital Management
New York
$219M +$23.7M +12% 5.46% 44.3% 287
AWM
3070
Altium Wealth Management
New York
$219M 5.24% 25% 156
MC
3071
Mathes Company
New York
$219M +$6.22M +3% 8.84% 149
OFW
3072
Omnia Family Wealth
Florida
$218M +$12.3M +6% 4.35% 72.5% 669
FAM
3073
Formidable Asset Management
Ohio
$217M -$19.3M -8% 6.5% 55.9% 219
SCM
3074
Shah Capital Management
North Carolina
$217M +$18.3M +9% 25.7% 231% 15
MFS
3075
McNamara Financial Services
Massachusetts
$217M +$9.24M +4% 3.63% 29.6% 39