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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IVSFI
3151
IA Venture Strategies Fund II
New York
$343M -$164M -32% 31.2% 19.1% 2
AMM
3152
American Money Management
California
$343M -$32.8M -9% 10.8% 58.1% 141
BB
3153
Berkshire Bank
Massachusetts
$343M -$77.8M -18% 12.7% 65.2% 140
TI
3154
Think Investments
California
$343M -$9.28M -3% 17.8% 136% 26
AO
3155
Advisor OS
Illinois
$343M -$2.58M -0.7% 8.93% 50.7% 215
CIC
3156
Canal Insurance Company
South Carolina
$343M -$19.2M -5% 6.31% 51.2% 83
TCMNY
3157
Thrive Capital Management (New York)
New York
$342M -$398M -54% 48.5% 873% 11
OCM
3158
Ovata Capital Management
Hong Kong
$342M +$17.4M +5% 16.2% 81.2% 214
SAF
3159
Smith Anglin Financial
Texas
$342M -$89.5M -21% 14.2% 52.7% 151
BFC
3160
Bedel Financial Consulting
Indiana
$342M +$23.6M +7% 3.47% 84.2% 1,017
WFPG
3161
Waller Financial Planning Group
Ohio
$342M -$35.7M -9% 12.7% 30.4% 56
DWA
3162
Dorsey Wright & Associates
California
$342M -$88.7M -21% 9.63% 353
S
3163
Siemens
Germany
$341M -$162M -32% 32.2% 47.2% 1
GA
3164
GRS Advisors
Illinois
$341M -$56.2M -14% 15.1% 26.5% 40
PFMOSF
3165
Philadelphia Financial Management of San Francisco
California
$340M +$29.6M +10% 14.9% 113% 51
CWP
3166
Curated Wealth Partners
California
$340M +$45.2M +15% 22.6% 168
BEI
3167
Benjamin Edwards Inc
Missouri
$340M -$3.65M -1% 9.8% 63.4% 760
GHCMRT
3168
Graham Holdings Co Master Retirement Trust
Virginia
$340M -$99.7M -23% 22.7% 79.9% 2
GA
3169
Greenspring Advisors
Maryland
$340M -$36.6M -10% 12.8% 17.4% 123
TFF
3170
The Family Firm
Maryland
$339M -$42.2M -11% 13% 40.2% 185
APG
3171
Abacus Planning Group
South Carolina
$339M -$32.1M -9% 15% 51.5% 220
SWA
3172
SOA Wealth Advisors
New York
$339M -$70.7M -17% 17.4% 75.5% 1,092
HWM
3173
Hohimer Wealth Management
Washington
$339M -$168M -33% 14.9% 81.8% 225
ER
3174
EVR Research
Virginia
$339M +$67.7M +25% 10% 109% 47
BFA
3175
Benedict Financial Advisors
Georgia
$338M -$35.9M -10% 8.88% 44.7% 123