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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ACM
3151
Aquamarine Capital Management
New York
$213M +$4.45M +2% 2.93% 23% 17
MWM
3152
Meridian Wealth Management
Kentucky
$213M +$12M +6% 6.63% 96.6% 210
RPA
3153
Rock Point Advisors
Vermont
$213M +$9.62M +5% 2.23% 52.9% 77
GCM
3154
Gladstone Capital Management
United Kingdom
$212M +$6.85M +3% 5.14% 247% 13
YCM
3155
Yost Capital Management
Texas
$212M +$74.2M +54% 8.55% 169% 11
IWA
3156
Inspirion Wealth Advisors
Illinois
$212M +$7.69M +4% 3.4% 43.2% 78
AC
3157
Athanor Capital
New York
$212M -$3.78M -2% 7.41% 113% 85
LP
3158
LGL Partners
Pennsylvania
$212M +$3.02M +1% 0.97% 56.7% 60
UIM
3159
Underhill Investment Management
California
$212M +$5.53M +3% 0.01% 59.7% 20
DBRC
3160
D.B. Root & Company
Pennsylvania
$212M +$22.5M +12% 3.25% 52% 212
PCM
3161
Pennant Capital Management
New Jersey
$212M -$6.23M -3% 6.3% 29% 26
BCM
3162
Bowie Capital Management
Texas
$212M +$42.4M +25% 3.12% 80.6% 29
DCM
3163
DeGreen Capital Management
Arizona
$212M -$292K -0.1% 0.02% 28.5% 16
BWM
3164
Buckley Wealth Management
Nevada
$212M +$9.21M +5% 3.77% 67.6% 168
IFA
3165
Interactive Financial Advisors
Illinois
$211M +$2M +1% 2.13% 37.1% 115
MA
3166
Marshwinds Advisory
Georgia
$211M +$1.08M +0.5% 2.64% 32.9% 136
XS
3167
XR Securities
Illinois
$211M +$180M +573% 2.51% 10.5% 232
SFPM
3168
Sensible Financial Planning & Management
Massachusetts
$211M +$1.2M +0.6% 0.4% 14.1% 31
KIC
3169
Keating Investment Counselors
Florida
$211M -$5.96M -3% 1.25% 23.8% 69
RCP
3170
Rothschild Capital Partners
New York
$211M +$5.64M +3% 5.37% 77.7% 46
CNHF
3171
Conrad N. Hilton Foundation
California
$210M -$66.5M -24% 0.5% 6
MM
3172
Midas Management
New York
$210M -$2.85M -1% 0.61% 43.3% 127
AMG
3173
Advisors Management Group
Wisconsin
$210M +$15.4M +8% 2.69% 48.1% 83
TL
3174
TrueWealth LLC
Georgia
$210M +$11.8M +6% 1.56% 902
ITIM
3175
Indiana Trust & Investment Management
Indiana
$210M -$5.33M -2% 1.31% 78.2% 138