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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DACG
3151
Donor Advised Charitable Giving
California
$197M +$11.7M +6% 7.82% 885% 62
PWS
3152
Private Wealth Strategies
Ohio
$197M -$52.3M -21% 16.8% 18.7% 76
WPC
3153
White Pine Capital
Minnesota
$197M -$59.2M -23% 16.3% 72.3% 229
VU
3154
Vanderbilt University
Tennessee
$197M -$79.3M -29% 31.3% 38% 8
NWP
3155
Northstar Wealth Partners
Connecticut
$197M -$47.2M -19% 16.8% 36.3% 189
EDRIA
3156
Edmonds Duncan Registered Investment Advisors
Kansas
$197M -$49.9M -20% 20.9% 12.8% 126
HCA
3157
Harbour Capital Advisors
Virginia
$197M -$64.3M -25% 16.6% 110% 221
HA
3158
Harfst & Associates
Wyoming
$197M -$63.1M -24% 22.4% 80.6% 102
GC
3159
GFG Capital
Florida
$197M -$36.2M -16% 19.7% 92.2% 87
RCA
3160
Rowland Carmichael Advisors
Arizona
$196M -$94.8M -33% 17.5% 39.1% 379
PCTC
3161
Perkins Coie Trust Company
Washington
$196M -$47.7M -20% 17.9% 60.9% 463
UOMF
3162
University of Massachusetts Foundation
Massachusetts
$196M +$46.4M +31% 16.5% 53.6% 6
SPH
3163
Steel Partners Holdings
New York
$196M -$49M -20% 15% 37.9% 5
PAG
3164
Private Advisory Group
Washington
$196M -$53.9M -22% 17.3% 139% 138
AIA
3165
Affinity Investment Advisors
California
$196M -$79.5M -29% 25.3% 103% 162
SFA
3166
Stewardship Financial Advisors
Georgia
$196M -$77.9M -28% 18.9% 39.1% 96
CBN
3167
Cadence Bank NA
Texas
$196M -$75.6M -28% 19.8% 33.3% 182
A
3168
Attestor
United Kingdom
$196M +$131M +201% 29.6% 53.6% 3
FPCP
3169
Fort Point Capital Partners
California
$196M -$43.7M -18% 14.8% 51.4% 122
PFM
3170
Peak Financial Management
Massachusetts
$196M -$38.7M -16% 15.9% 35.9% 57
SW
3171
SkyOak Wealth
Michigan
$196M -$127M -39% 12.1% 69% 334
WAM
3172
Wilsey Asset Management
California
$195M -$80.3M -29% 27.6% 58.6% 24
TPM
3173
Totem Point Management
New York
$195M -$39M -17% 10.2% 369% 17
FIM
3174
Fruth Investment Management
Texas
$195M -$68.4M -26% 23% 51.5% 212
MFW
3175
Mosaic Family Wealth
Missouri
$195M -$53.2M -21% 19.1% 84.5% 159