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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WCFA
3101
Walkner Condon Financial Advisors
Wisconsin
$463M -$7.97M -2% 1.56% 41.7% 275
LAM
3102
LECAP Asset Management
United Kingdom
$463M -$17.4M -4% 6.14% 437
CGIM
3103
Capital Group Investment Management
Singapore
$463M -$95.1M -17% 5.92% 184
SFPM
3104
Sensible Financial Planning & Management
Massachusetts
$463M +$10.5M +2% 0.29% 14.1% 29
PWMG
3105
Prestige Wealth Management Group
New Jersey
$463M -$1.05M -0.2% 3.15% 47.7% 1,039
SCM
3106
Shah Capital Management
North Carolina
$462M +$105M +29% 44.9% 231% 18
MIG
3107
Mariner Investment Group
New York
$462M +$143M +45% 2.01% 29
BIP
3108
Blueprint Investment Partners
North Carolina
$462M -$44.1M -9% 3.97% 69.9% 150
CFGSD
3109
Compass Financial Group (South Dakota)
South Dakota
$462M +$30.7M +7% 2.4% 94
FFIC
3110
First Fiduciary Investment Counsel
Ohio
$461M -$20.9M -4% 1.25% 48.8% 66
RM
3111
Rudius Management
New York
$461M +$11.1M +2% 5.54% 24.3% 8
CFMC
3112
Curbstone Financial Management Corp
New Hampshire
$460M -$2.45M -0.5% 0.99% 48.5% 200
HCP
3113
Hexagon Capital Partners
Arkansas
$460M +$10.9M +2% 3.24% 91.3% 1,541
RP
3114
Rice Partnership
Hawaii
$460M +$36.1M +9% 6.88% 94.1% 175
SFS
3115
Security Financial Services
Indiana
$460M +$17.1M +4% 2.87% 47.4% 195
PIFP
3116
Partners in Financial Planning
Virginia
$460M +$10.8M +2% 0.26% 30.1% 105
MCMU
3117
MIC Capital Management (UK)
United Kingdom
$460M -$66.5M -13% 2.51% 61.7% 16
BHPW
3118
Beverly Hills Private Wealth
California
$460M +$27M +6% 3.67% 370
RIG
3119
Renaissance Investment Group
Massachusetts
$460M +$24.2M +6% 5.72% 91.8% 89
CCP
3120
Clifford Capital Partners
Utah
$460M +$66M +17% 2.62% 47.2% 58
MICM
3121
Matthews International Capital Management
California
$460M -$48.1M -9% 6.19% 125% 42
F
3122
FIFTHDELTA
United Kingdom
$459M -$103M -18% 7.6% 32.9% 14
PCA
3123
Providence Capital Advisors
North Carolina
$459M +$339K +0.1% 0.25% 45.7% 370
RP
3124
Rowlandmiller & Partners
Georgia
$459M -$15.1M -3% 1.63% 54.2% 186
AACP
3125
Advantage Alpha Capital Partners
California
$458M -$73.5M -14% 7.88% 64.5% 170