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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WIM
3426
WealthPlan Investment Management
Nebraska
$335M -$246M -42% 5.94% 46.3% 470
PHK
3427
Point72 Hong Kong
Hong Kong
$335M -$75.1M -18% 10.4% 223% 57
AMG
3428
Advisors Management Group
Wisconsin
$335M +$21.5M +7% 2.15% 48.1% 154
ACP
3429
Arcus Capital Partners
Georgia
$335M +$42M +14% 22.2% 88.5% 127
BCP
3430
BDT Capital Partners
Illinois
$335M +$48.6M +17% 16% 5.27% 4
PT
3431
Plimoth Trust
Massachusetts
$334M +$12M +4% 6.34% 68.5% 161
SDAM
3432
Shulman DeMeo Asset Management
New York
$334M +$15.9M +5% 6.97% 58.7% 137
EG
3433
Enstar Group
Bermuda
$334M +$59.9M +22% 5.22% 62.4% 11
WM
3434
Wishbone Management
Illinois
$334M -$12.7M -4% 10% 27.4% 9
LCM
3435
Liberty Capital Management
Michigan
$334M +$29.6M +10% 6.81% 67.4% 147
BCA
3436
Bray Capital Advisors
Florida
$334M -$9.03M -3% 7.87% 36.5% 266
CBTWT
3437
Community Bank & Trust (Waco, Texas)
Texas
$333M +$18.9M +6% 6.33% 65.7% 143
RW
3438
REDW Wealth
New Mexico
$333M +$19.5M +6% 4.97% 43.2% 152
IP
3439
Intellectus Partners
California
$333M +$16.5M +5% 7.85% 116% 283
AA
3440
Ashford Advisors
New York
$333M +$25.3M +8% 7.48% 59.9% 16
GPWA
3441
Great Point Wealth Advisors
Massachusetts
$333M +$17.2M +5% 4.6% 13.5% 62
EDRIA
3442
Edmonds Duncan Registered Investment Advisors
Kansas
$333M +$9.62M +3% 4.47% 12.8% 153
CG
3443
Cynosure Group
Utah
$333M +$266M +403% 6.6% 56.9% 128
HIG
3444
Herr Investment Group
Texas
$332M -$70.7M -18% 1.12% 56
RRC
3445
Relaxing Retirement Coach
Massachusetts
$332M +$32.1M +11% 3.76% 28.4% 76
CPCM
3446
Cardinal Point Capital Management
Ontario, Canada
$332M +$3.12M +0.9% 4.31% 90
LA
3447
LexAurum Advisors
Kansas
$332M +$30.8M +10% 5.2% 49.2% 281
AWP
3448
Abacus Wealth Partners
California
$332M +$29.8M +10% 3.94% 32.2% 91
ARAM
3449
Ardmore Road Asset Management
New York
$332M +$109M +49% 11.5% 208% 41
DWA
3450
Dorsey Wright & Associates
California
$332M +$2.25M +0.7% 10.4% 370