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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MTC
3126
Matrix Trust Company
Colorado
$371M -$23.8M -6% 3.4% 31% 67
BT
3127
Brandywine Trust
Delaware
$371M +$43.5M +13% 0.86% 23% 26
CFG
3128
Cooper Financial Group
California
$371M +$43.6M +13% 8.94% 64.8% 325
TOGEPT
3129
Trustees of General Electric Pension Trust
Connecticut
$370M +$117M +46% 46.2% 184% 1
PEGL
3130
P/E Global LLC
Massachusetts
$370M +$14.5M +4% 2.73% 15.1% 1
HAM
3131
Harber Asset Management
North Carolina
$370M +$9.47M +3% 14.4% 75.5% 40
TPA
3132
Trivium Point Advisory
Connecticut
$370M +$26.7M +8% 5.84% 91.4% 197
CPRC
3133
Consolidated Portfolio Review Corp
New York
$370M 7.17% 280
MDCM
3134
Morgan Dempsey Capital Management
Wisconsin
$370M +$9.25M +3% 1.93% 23% 134
BA
3135
BCM Advisors
Louisiana
$370M +$7.8M +2% 2.46% 37% 64
RIP
3136
Rhino Investment Partners
Pennsylvania
$369M +$137M +59% 18.8% 25.6% 57
PPP
3137
Private Portfolio Partners
New Jersey
$369M -$10.3M -3% 6.23% 16.9% 284
LTI
3138
Laffer Tengler Investments
Tennessee
$369M +$21.7M +6% 4.59% 69.4% 470
DWM
3139
Darwin Wealth Management
Florida
$369M -$17.2M -4% 8.06% 46.1% 183
KLWA
3140
Kelly Lawrence W & Associates
California
$369M +$18.1M +5% 8.69% 61.6% 168
LS
3141
Liquid Strategies
Georgia
$368M -$26.5M -7% 5.26% 38.4% 7
CIC
3142
Canal Insurance Company
South Carolina
$367M +$5.35M +1% 1.85% 51.2% 84
EIG
3143
Ellenbecker Investment Group
Wisconsin
$367M +$29M +9% 5.82% 49.2% 92
BC
3144
Bruce & Co
Illinois
$367M -$21M -5% 3.62% 23.4% 39
SIC
3145
SJS Investment Consulting
Ohio
$367M +$31M +9% 4.98% 53.7% 1,651
AW
3146
Avion Wealth
Texas
$366M +$45.2M +14% 2.2% 29.2% 841
TCM
3147
Tekne Capital Management
New York
$366M +$69.1M +23% 26% 257% 15
LCWP
3148
Legacy Capital Wealth Partners
Arkansas
$366M +$157M +75% 3.8% 47.3% 259
IIM
3149
Ipswich Investment Management
Massachusetts
$366M +$16.5M +5% 6.08% 70.4% 191
DGM
3150
Darwin Global Management
Jersey
$366M +$205M +128% 91.9% 6,054% 5