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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LFA
3351
Lighthouse Financial Advisors
Maryland
$295M +$32.1M +12% 13.3% 113
BCVI
3352
Bain Capital Venture Investors
Massachusetts
$295M -$62.7M -18% 3.28% 500% 2
SIAP
3353
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$294M +$34.9M +13% 18% 81.4% 493
JSA
3354
Jacobson & Schmitt Advisors
Wisconsin
$294M +$31.6M +12% 14% 83.7% 41
LI
3355
Lafayette Investments
Maryland
$294M +$32.7M +13% 15.9% 72% 92
LFG
3356
Larson Financial Group
Missouri
$294M +$50.4M +21% 14.9% 57.2% 887
OGC
3357
Oak Grove Capital
New Hampshire
$294M +$86M +41% 17.4% 117% 71
CIM
3358
Cambria Investment Management
California
$294M +$23.8M +9% 21.9% 50% 208
PWA
3359
Physician Wealth Advisors
Utah
$294M +$44.7M +18% 13.9% 57.4% 151
CWM
3360
Chesapeake Wealth Management
Virginia
$294M +$26M +10% 9.93% 59% 206
FSCM
3361
First Sabrepoint Capital Management
Texas
$293M +$43.8M +18% 36.7% 85.6% 34
PCTC
3362
Perkins Coie Trust Company
Washington
$293M +$42.5M +17% 14.9% 60.9% 256
CCM
3363
Cobalt Capital Management
New Jersey
$293M +$116M +66% 25.6% 182% 45
BC
3364
Bridgefront Capital
Texas
$292M 22.3% 37.6% 582
A
3365
Abingworth
United Kingdom
$292M -$175M -37% 17.1% 207% 18
BSSFA
3366
Baron Silver Stevens Financial Advisors
Florida
$292M 12.4% 43.1% 540
DBIA
3367
Dumont & Blake Investment Advisors
New Jersey
$292M +$33.5M +13% 13.9% 56.5% 197
LHC
3368
Lodge Hill Capital
New York
$292M +$4.61M +2% 25.8% 13.8% 37
PP
3369
PDS Planning
Ohio
$291M +$45.8M +19% 13.8% 45.6% 164
WIS
3370
Wright Investors Service
Connecticut
$291M +$10.2M +4% 14.8% 101% 168
HWA
3371
HHM Wealth Advisors
Tennessee
$291M +$41M +16% 15.2% 51.3% 584
FAN
3372
Financial Advisors Network
California
$291M +$35.7M +14% 12.3% 117
SFS
3373
Summit Financial Strategies
Ohio
$291M +$45.6M +19% 17.7% 49.7% 85
FM
3374
Family Management
New York
$291M +$63.2M +28% 12.1% 54.2% 180
CT
3375
Chicago Trust
Illinois
$291M +$51.1M +21% 14.5% 65.9% 235