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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
KLWA
3201
Kelly Lawrence W & Associates
California
$439M +$22.8M +5% 7% 61.6% 188
PPC
3202
Park Presidio Capital
California
$439M +$21.5M +5% 17.8% 132% 10
DCM
3203
DAFNA Capital Management
California
$439M +$21.9M +5% 32.6% 117% 86
CFSG
3204
Community Financial Services Group
Vermont
$439M 8.98% 139
WI
3205
Wahed Invest
New York
$439M +$82.1M +23% 8.7% 93% 258
GF
3206
Goodman Financial
Texas
$438M +$65.2M +17% 5.95% 40.3% 56
UI
3207
Untitled Investments
New York
$438M +$147M +50% 18.2% 99.3% 21
RCP
3208
RIT Capital Partners
United Kingdom
$438M +$162M +59% 8.71% 48.8% 15
SGCM
3209
Sand Grove Capital Management
United Kingdom
$437M +$114M +35% 11.7% 224% 30
WCWM
3210
Wooster Corthell Wealth Management
Connecticut
$437M +$21.7M +5% 5.7% 39.1% 50
UCMOK
3211
United Capital Management of KS
Kansas
$437M +$106M +32% 31.3% 219% 85
JHCP
3212
Jackson Hole Capital Partners
Oklahoma
$437M +$44M +11% 6.95% 64.5% 288
BWM
3213
Brickley Wealth Management
California
$436M +$21.7M +5% 5.58% 50.9% 45
ARG
3214
Advisory Resource Group
Oklahoma
$436M +$34.7M +9% 8.97% 45% 165
GFG
3215
Goldstone Financial Group
Illinois
$436M +$48.6M +13% 6.61% 177
RIG
3216
Renaissance Investment Group
Massachusetts
$436M +$33.7M +8% 10.1% 91.8% 87
GDP
3217
Great Diamond Partners
Maine
$435M +$29.7M +7% 9.88% 67.8% 243
MRWM
3218
ML&R Wealth Management
Texas
$435M -$6.49M -1% 8.2% 76
IF
3219
Ironwood Financial
Arizona
$435M +$22.2M +5% 5% 43.9% 153
PPW
3220
Pasadena Private Wealth
California
$435M +$25M +6% 5.54% 40.4% 160
CBA
3221
Coastal Bridge Advisors
Connecticut
$434M +$44.2M +11% 8.84% 168% 184
AWC
3222
Abundance Wealth Counselors
Pennsylvania
$434M +$49.7M +13% 13.5% 97.8% 145
EL
3223
Essex LLC
Illinois
$434M +$32.3M +8% 6.53% 50.6% 161
TAM
3224
Tucker Asset Management
Colorado
$434M +$33.6M +8% 7.08% 24.5% 1,958
SDWMA
3225
Schneider Downs Wealth Management Advisors
Pennsylvania
$434M +$49.2M +13% 6.16% 48.8% 143