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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LS
3201
Liquid Strategies
Georgia
$320M +$49.8M +18% 5.22% 38.4% 8
PFG
3202
PAX Financial Group
Texas
$320M +$35M +12% 10.6% 44.4% 151
BPCA
3203
Bank Pictet & Cie (Asia)
Singapore
$320M +$60.6M +23% 11% 13.7% 93
CWM
3204
Centric Wealth Management
Illinois
$320M +$187M +141% 19.1% 41.6% 220
SL
3205
SWF LLC
Nebraska
$320M +$33.5M +12% 10.7% 94.7% 3
KMC
3206
Kirr Marbach & Co
Indiana
$319M +$50.2M +19% 24.7% 117% 58
TC
3207
Tetrad Corporation
Nebraska
$319M +$30.5M +11% 14.3% 65.6% 4
SMI
3208
Shelter Mutual Insurance
Missouri
$319M +$27.2M +9% 11.6% 51.7% 51
HIM
3209
HawsGoodwin Investment Management
Tennessee
$319M +$37.6M +13% 9.1% 111
OQS
3210
Occudo Quantitative Strategies
Florida
$319M 31.9% 77.5% 629
SAM
3211
Synergy Asset Management
Washington
$318M 15.5% 64.5% 73
CF
3212
CNA Financial
Illinois
$318M +$45.8M +17% 23.4% 79.4% 212
AW
3213
Avion Wealth
Texas
$318M +$20.6M +7% 7.46% 29.2% 384
SIM
3214
Stratos Investment Management
Ohio
$318M +$42.5M +15% 10.5% 49% 113
MCM
3215
Monarch Capital Management
Indiana
$318M +$30M +10% 12.4% 49.3% 104
CFSG
3216
Community Financial Services Group
Vermont
$318M +$46.9M +17% 14.8% 90
BFIC
3217
Bedell Frazier Investment Counselling
California
$317M +$46.5M +17% 14% 57.3% 82
HPIA
3218
Hamilton Point Investment Advisors
North Carolina
$317M +$33.6M +12% 13.1% 68.3% 73
IAA
3219
Ironsides Asset Advisors
North Carolina
$317M +$1.32M +0.4% 7.31% 48.9% 89
NVCHI
3220
New Vernon Capital Holdings II
New Jersey
$317M +$44.6M +16% 18.7% 76.7% 58
PFBT
3221
Parkside Financial Bank & Trust
Missouri
$317M +$31.5M +11% 15.2% 66.8% 1,710
WCMN
3222
Westchester Capital Management (Nebraska)
Nebraska
$317M +$35M +12% 13.8% 65.1% 56
RWMH
3223
Riverpoint Wealth Management Holdings
Illinois
$317M +$41.3M +15% 14.6% 44.4% 82
CM
3224
Cornerstone Management
Georgia
$316M +$12.3M +4% 8.56% 35.1% 49
RCA
3225
Rowland Carmichael Advisors
Arizona
$316M +$60.9M +24% 12.7% 39.1% 395