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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SPIO
3501
Seven Post Investment Office
California
$323M +$46.1M +17% 10.8% 50.6% 59
ECM
3502
Engle Capital Management
Connecticut
$323M +$18.1M +6% 22.2% 309% 37
MIA
3503
Milestone Investment Advisors
Wisconsin
$323M -$975K -0.3% 5.52% 450
SC
3504
Searle & Co
Connecticut
$323M +$17.3M +6% 5.46% 62.1% 155
PA
3505
Parkside Advisors
California
$323M +$20.7M +7% 4.2% 36.7% 79
CCM
3506
Carderock Capital Management
Maryland
$323M +$35.6M +12% 7.38% 78.4% 126
EPDL
3507
El Puerto de Liverpool
Mexico
$323M +$66.2M +26% 25.8% 1
CSC
3508
Cove Street Capital
California
$322M -$13.1M -4% 14% 49.8% 90
PBF
3509
Petix & Botte Financial
California
$322M +$174M +117% 3.45% 117
TCM
3510
Tekne Capital Management
New York
$322M -$44.3M -12% 7.85% 257% 12
JJ
3511
Johnson & Johnson
New Jersey
$322M +$14.6M +5% 30.7% 88.5% 23
GFG
3512
GR Financial Group
Arizona
$322M +$41.2M +15% 7.09% 14
PCM
3513
PenderFund Capital Management
British Columbia, Canada
$322M +$3.24M +1% 2.69% 114% 165
IC
3514
Inscription Capital
Texas
$322M -$57M -15% 5.11% 211
CCT
3515
Capital City Trust
Florida
$322M +$7.8M +2% 4.54% 73.6% 124
GWA
3516
Geometric Wealth Advisors
District of Columbia
$321M +$34.9M +12% 4.52% 49.4% 39
LC
3517
Lavaca Capital
Texas
$321M -$107M -25% 6.2% 64.9% 166
TCM
3518
Tradewinds Capital Management
Washington
$321M +$2.71M +0.9% 0.91% 43.4% 525
PIM
3519
Progressive Investment Management
Oregon
$321M +$10.9M +4% 10.9% 99.5% 61
AWM
3520
Accurate Wealth Management
Florida
$321M +$30.5M +11% 8.29% 78.3% 295
WCA
3521
Waypoint Capital Advisors
Minnesota
$320M +$13.5M +4% 5.89% 50.5% 135
MWM
3522
MinichMacGregor Wealth Management
New York
$320M +$18.1M +6% 6.53% 83.1% 105
AWM
3523
Adams Wealth Management
Utah
$320M +$10.5M +3% 7.32% 29.9% 102
SC
3524
Steginsky Capital
New York
$320M +$39.9M +14% 13.9% 92.7% 7
DF
3525
Donoghue Forlines
Massachusetts
$320M +$42.1M +15% 4.77% 87.4% 284