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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GRA
3126
Goehring & Rozencwajg Associates
New York
$491M -$13.1M -3% 2% 48
TPC
3127
Tiger Pacific Capital
New York
$490M +$144M +41% 14% 113% 19
WCFA
3128
Walkner Condon Financial Advisors
Wisconsin
$490M +$26.7M +6% 6.31% 41.7% 276
BWM
3129
Brickley Wealth Management
California
$490M +$33.5M +7% 7.58% 50.9% 48
MCO
3130
MAK Capital One
New York
$489M +$71.5M +17% 24.9% 134% 10
HFM
3131
Hartford Financial Management
Connecticut
$489M +$23M +5% 6.6% 58.6% 409
LBIM
3132
Land & Buildings Investment Management
Connecticut
$489M +$64.5M +15% 22.3% 33% 24
CHCM
3133
Columbus Hill Capital Management
New Jersey
$489M +$948K +0.2% 8.49% 126% 36
LWM
3134
LJI Wealth Management
Indiana
$489M +$36.9M +8% 4.86% 196
MWA
3135
Martel Wealth Advisors
Washington
$489M +$22.8M +5% 5.16% 35.3% 54
CFSG
3136
Community Financial Services Group
Vermont
$489M +$24.4M +5% 5.66% 127
DWM
3137
Dechtman Wealth Management
Colorado
$489M +$41.2M +9% 6.36% 66
SDWMA
3138
Schneider Downs Wealth Management Advisors
Pennsylvania
$489M +$39.1M +9% 5.74% 48.8% 145
EL
3139
Essex LLC
Illinois
$488M +$40.7M +9% 6.14% 50.6% 174
JSA
3140
Jacobson & Schmitt Advisors
Wisconsin
$487M +$47.4M +11% 7.64% 83.7% 75
RA
3141
Resolute Advisors
California
$487M +$99.6M +26% 27.9% 1.87% 72
AFA
3142
Arlington Financial Advisors
California
$487M +$30.6M +7% 6.49% 55.6% 72
ISB
3143
Iowa State Bank
Iowa
$486M +$33.8M +7% 6.91% 59.6% 112
RC
3144
RV Capital
Switzerland
$485M +$69.2M +17% 15.4% 398% 11
SCM
3145
Scopia Capital Management
New York
$485M -$191M -28% 6.45% 39.1% 41
GSWM
3146
Greenup Street Wealth Management
Michigan
$484M +$59.4M +14% 5.38% 53.4% 95
AVA
3147
Atlas Venture Advisors
Massachusetts
$484M +$29.7M +7% 6.99% 109% 5
SHIM
3148
Stone House Investment Management
Pennsylvania
$484M +$99.4M +26% 5.18% 38.9% 424
SLWA
3149
San Luis Wealth Advisors
California
$484M +$67.8M +16% 5.96% 53.4% 159
PFM
3150
Patton Fund Management
Texas
$484M +$9.98M +2% 10% 100% 95