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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AMG
3451
Advisors Management Group
Wisconsin
$314M +$48.8M +18% 3.32% 48.1% 157
CT
3452
Clearstead Trust
Maine
$313M +$13.5M +4% 11.1% 87.1% 405
WC
3453
Westwind Capital
New Mexico
$313M +$19.1M +6% 12.2% 93.8% 43
PCI
3454
Pacifica Capital Investments
Texas
$313M +$2.94M +0.9% 8.68% 108% 20
C
3455
Cliffwater
California
$313M -$42.4M -12% 1.95% 29.7% 26
AAM
3456
Austin Asset Management
Texas
$312M +$34.6M +12% 3.94% 70.1% 63
SOW
3457
State of Wyoming
Wyoming
$312M +$11.2M +4% 7.82% 94.2% 1,842
RRWA
3458
Rainey & Randall Wealth Advisors
Florida
$312M +$27.6M +10% 5.2% 33.3% 46
I
3459
InceptionR
California
$312M +$122M +64% 3.42% – 630
NDSI
3460
Newman Dignan & Sheerar Inc
Rhode Island
$312M +$9.62M +3% 5.44% 61.8% 203
BI
3461
Bulldog Investors
New Jersey
$311M -$21.4M -6% 2.47% 28.5% 336
RL
3462
Retireful LLC
Michigan
$311M +$102M +48% 2.64% 99.2% 70
ACM
3463
Ararat Capital Management
Connecticut
$311M +$10.7M +4% 9.53% 75.7% 23
PSP
3464
Pacific Sage Partners
Washington
$311M +$9.68M +3% 8.04% – 93
FG
3465
Formula Growth
Quebec, Canada
$310M -$30M -9% 13.2% 81.3% 156
ODG
3466
O'Dell Group
Ohio
$310M +$27.5M +10% 5.66% 53.5% 79
TI
3467
tru Independence
Oregon
$310M +$1.85M +0.6% 4.6% 42.3% 125
OWM
3468
Opes Wealth Management
California
$310M +$34.9M +13% 8.61% 53.4% 116
MHR
3469
Matthew Hamilton Rosenberg
$310M +$14.8M +5% 4.45% 38.7% 950
CZI
3470
Chan Zuckerberg Initiative
California
$310M -$53.2M -15% 4.07% – 5
PIM
3471
Progressive Investment Management
Oregon
$310M +$51.9M +20% 15.2% 99.5% 63
AWM
3472
Adams Wealth Management
Utah
$310M +$26.6M +9% 8.53% 29.9% 110
WIC
3473
Whitegate Investment Counselors
New Hampshire
$310M +$16.7M +6% 3.78% 42.6% 63
LWP
3474
LMG Wealth Partners
Louisiana
$310M +$7.16M +2% 3.12% – 112
AIM
3475
Astor Investment Management
Illinois
$310M -$17.5M -5% 2.05% 23.3% 28
137 138
139
140 141