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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DOA
3101
D'Orazio & Associates
Virginia
$415M -$18.4M -4% 2.9% 54.9% 116
HFM
3102
Hartford Financial Management
Connecticut
$415M -$15.5M -4% 2.33% 58.6% 390
S
3103
Surevest
California
$414M -$7.69M -2% 3.19% 24.6% 578
WCP
3104
Welch Capital Partners
New York
$414M -$40.5M -9% 5.38% 69.2% 48
EWM
3105
Essex Woodlands Management
Texas
$414M -$31.1M -7% 8.99% 196% 10
SWA
3106
Sax Wealth Advisors
New Jersey
$413M -$66.5M -14% 4.33% 50.2% 186
GPP
3107
Great Point Partners
Connecticut
$413M -$34.1M -8% 0.45% 169% 41
SCM
3108
Soros Capital Management
New York
$413M +$45.8M +12% 2.67% 278% 61
LA
3109
Lynch & Associates
Indiana
$413M -$10.8M -3% 0.91% 52.2% 106
BONH
3110
Bank of New Hampshire
New Hampshire
$411M -$80K -0% 2.85% 66.8% 526
BA
3111
Bridgewater Advisors
New York
$411M -$43.1M -9% 4.82% 50.4% 256
MWA
3112
Martel Wealth Advisors
Washington
$411M -$11.4M -3% 5.21% 35.3% 50
SWA
3113
SOA Wealth Advisors
New York
$410M -$2.85M -0.7% 5.26% 75.5% 1,047
CFM
3114
Capricorn Fund Managers
United Kingdom
$410M +$54.4M +15% 1% 80.2% 122
MW
3115
MBL Wealth
North Carolina
$410M 3.75% 35.5% 170
AFCM
3116
Alta Fox Capital Management
Texas
$409M +$214M +109% 16.6% 207% 18
HGWM
3117
Horst & Graben Wealth Management
Oregon
$409M +$9.36M +2% 4.11% 39.9% 145
BU
3118
Brown University
Rhode Island
$409M -$1.18M -0.3% 6.03% 66.2% 14
OWA
3119
One Wealth Advisors
California
$408M +$14.2M +4% 4.4% 57.1% 234
PCM
3120
PenderFund Capital Management
British Columbia, Canada
$408M -$32.2M -7% 4.53% 114% 204
PCA
3121
Providence Capital Advisors
North Carolina
$408M +$45.4M +13% 4.93% 45.7% 536
CVV
3122
Curative Ventures V
Texas
$408M -$242M -37% 37.2% 77.5% 1
FGP
3123
Foyston, Gordon, & Payne
Ontario, Canada
$408M -$20.3M -5% 3.63% 78.3% 67
ARC
3124
Arias Resource Capital
Cayman Islands
$408M +$88.6M +28% 30.8% 81.3% 2
SXL
3125
Summit X LLC
Missouri
$407M -$22.2M -5% 4.04% 62.9% 277