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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SIG
3176
Sargent Investment Group
Maryland
$396M -$42.3M -10% 5.37% 107% 201
CSC
3177
Cook Street Consulting
Colorado
$396M +$44.2M +13% 18.4% 2
MWA
3178
Monograph Wealth Advisors
California
$396M -$1.59M -0.4% 4.75% 58.4% 92
AAM
3179
AR Asset Management
California
$396M +$1.76M +0.4% 0.73% 56.1% 121
GFG
3180
Greystone Financial Group
Michigan
$396M -$21.6M -5% 2% 49.7% 96
BFIC
3181
Bedell Frazier Investment Counselling
California
$396M -$14.8M -4% 1.21% 57.3% 104
BWP
3182
BSW Wealth Partners
Colorado
$396M -$2.7M -0.7% 4.89% 59% 309
SB
3183
Samsara BioCapital
California
$395M -$107M -21% 22.1% 910% 56
OLA
3184
Oliver Luxxe Assets
New Jersey
$395M +$211K +0.1% 0.23% 116% 226
SIC
3185
SFE Investment Counsel
California
$395M +$5.79M +1% 1.44% 82.4% 126
JAG
3186
Journey Advisory Group
Kentucky
$395M +$32.9M +9% 3.58% 54.5% 229
MIM
3187
Martin Investment Management
Florida
$395M -$8.9M -2% 3.64% 57.2% 53
5NCM
3188
59 North Capital Management
Texas
$395M +$56M +17% 5.46% 124% 14
EWA
3189
EverSource Wealth Advisors
Alabama
$394M +$37.1M +10% 2.89% 69.9% 1,935
SAIG
3190
Semper Augustus Investments Group
Colorado
$393M +$72.9M +23% 15.3% 66.5% 34
GIM
3191
Growth Interface Management
Florida
$393M -$560M -59% 21.4% 12% 10
WLIM
3192
White Lighthouse Investment Management
Massachusetts
$393M -$8.14M -2% 4.92% 46.9% 118
MA
3193
MJP Associates
Connecticut
$393M +$61M +18% 2.06% 52.7% 177
SDWMA
3194
Schneider Downs Wealth Management Advisors
Pennsylvania
$392M -$26.2M -6% 6.33% 48.8% 163
SPP
3195
Single Point Partners
Massachusetts
$392M +$18.9M +5% 5.43% 46.2% 124
GU
3196
Georgetown University
District of Columbia
$392M +$112M +40% 15.7% 70.4% 26
MC
3197
Martin & Co
Tennessee
$392M -$45.4M -10% 2.64% 57.3% 111
MAMNY
3198
Marathon Asset Management (New York)
New York
$392M +$157M +67% 9.16% 66.8% 29
SG
3199
Swarthmore Group
Pennsylvania
$392M -$29.1M -7% 3.16% 44.2% 66
ISWM
3200
Independent Solutions Wealth Management
New York
$392M -$32.1M -8% 4.22% 89.7% 233