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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NTCM
3376
Nut Tree Capital Management
New York
$324M +$139M +75% 11.6% 41.6% 10
MCG
3377
McCollum Christoferson Group
New York
$324M +$8.25M +3% 7.99% 50.6% 69
SA
3378
SoftVest Advisors
Texas
$324M -$88.4M -21% 19.8% 75.8% 5
MWP
3379
Moller Wealth Partners
$324M +$12.9M +4% 3.21% 25.7% 50
MIA
3380
Milestone Investment Advisors
Wisconsin
$324M +$38.7M +14% 5.41% – 449
DI
3381
Diligent Investors
California
$324M +$17.7M +6% 6.61% 56.3% 291
SIC
3382
SFE Investment Counsel
California
$323M +$1.99M +0.6% 9.74% 82.4% 114
WC
3383
Waterloo Capital
Texas
$323M – – 5.02% – 200
RPWA
3384
Regent Peak Wealth Advisors
Georgia
$323M +$18.1M +6% 8.56% 32.1% 173
EDRIA
3385
Edmonds Duncan Registered Investment Advisors
Kansas
$323M +$16.5M +5% 5.33% 12.8% 151
LSA
3386
Lion Street Advisors
Texas
$323M +$132M +69% 4.55% 33.6% 271
BRA
3387
Bender Robert & Associates
California
$323M +$55.5M +21% 24.7% – 57
AIA
3388
Allied Investment Advisors
Montana
$323M +$2.97M +0.9% 0.14% 48.1% 58
KMC
3389
Kirr Marbach & Co
Indiana
$323M +$1.98M +0.6% 6.84% 117% 50
BHPW
3390
Beverly Hills Private Wealth
California
$323M +$93.6M +41% 5.64% – 289
PT
3391
Plimoth Trust
Massachusetts
$322M +$12.2M +4% 7.17% 68.5% 163
BW
3392
Bison Wealth
Georgia
$322M +$9.27M +3% 6.54% 37.4% 277
P
3393
Paradiem
Louisiana
$322M +$51.5M +19% 9.33% 83.7% 103
HEIP
3394
Hudson Edge Investment Partners
New Jersey
$322M +$29M +10% 0.64% 52.3% 133
AFG
3395
American Financial Group
Ohio
$322M +$22.7M +8% 2.03% 23% 97
WPA
3396
West Paces Advisors
Georgia
$322M +$7.63M +2% 4.06% 37.9% 595
BWA
3397
Burt Wealth Advisors
Maryland
$322M +$23.2M +8% 3.18% 41.3% 107
MMPW
3398
Mitchell McLeod Pugh & Williams
Alabama
$322M +$26.1M +9% 6.65% 76.4% 260
ACA
3399
Affinity Capital Advisors
California
$321M +$29.6M +10% 9.45% 54.4% 127
EFG
3400
Ethos Financial Group
Pennsylvania
$321M +$26M +9% 3.23% – 205
134 135
136
137 138