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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TWM
3201
Tolleson Wealth Management
Texas
$488M -$37.1M -7% 1.4% 53.9% 107
RRA
3202
Round Rock Advisors
Connecticut
$488M +$59.7M +14% 1% 56.2% 226
PDL
3203
Portfolio Design Labs
California
$487M +$129M +36% 2.48% – 197
SWP
3204
Summit Wealth Partners
Florida
$487M -$32.4M -6% 1.27% 37.4% 243
TFGT
3205
TS Financial Group (TSFG)
Illinois
$487M +$28.9M +6% 1.59% 61.4% 846
GRA
3206
Goehring & Rozencwajg Associates
New York
$487M -$3.83M -0.8% 3.89% – 46
HFS
3207
Hughes Financial Services
Virginia
$487M – – 2.06% – 65
PPW
3208
Pasadena Private Wealth
California
$487M +$16.8M +4% 1.47% 40.4% 164
CC
3209
Cannell Capital
Wyoming
$487M +$30.5M +7% 12.5% 130% 59
EC
3210
Engaged Capital
California
$486M -$130M -21% 2.16% 39.2% 10
EFG
3211
Everhart Financial Group
Ohio
$486M +$34.5M +8% 4.44% 95.7% 333
LSCM
3212
Light Street Capital Management
California
$486M +$81.8M +20% 15.9% 278% 32
AA
3213
Aire Advisors
California
$486M +$33.8M +7% 2.93% 57.8% 170
LS
3214
Liquid Strategies
Georgia
$486M +$67.7M +16% 0.02% 38.4% 16
WIM
3215
Warwick Investment Management
Texas
$485M +$63.4M +15% 0.46% 53.6% 111
ACM
3216
ADAR1 Capital Management
Texas
$485M -$111M -19% 4.74% – 309
GWMIA
3217
Global Wealth Management Investment Advisory
Florida
$485M +$21.8M +5% 2.26% 58.2% 153
DMC
3218
Drexel Morgan & Co
Pennsylvania
$485M -$53.3M -10% 4.63% 35.7% 57
MAM
3219
Montanaro Asset Management
United Kingdom
$484M -$76.7M -14% 3.66% 66.6% 50
CCM
3220
Callodine Capital Management
Massachusetts
$484M +$4.65M +1% 2.74% 39.1% 50
SHFA
3221
SC&H Financial Advisors
Maryland
$484M +$26.3M +6% 1.2% 49% 154
SCM
3222
Steadview Capital Management
United Kingdom
$483M +$159M +49% 48.9% 850% 10
GL
3223
Gemsstock Ltd
United Kingdom
$483M +$276M +134% 2.53% 148% 17
MCIA
3224
Mountain Capital Investment Advisors
Colorado
$483M +$27M +6% 2.15% 46.4% 68
TLP
3225
Tri Locum Partners
New York
$483M +$65.3M +16% 5.92% 388% 32
127 128
129
130 131