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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SPIO
3676
Seven Post Investment Office
California
$246M +$5.62M +2% 8.19% 50.6% 50
BCM
3677
Brightlight Capital Management
Connecticut
$246M +$34.1M +16% 32.8% 298% 11
NME
3678
Notis-McConarty Edward
$246M +$18.3M +8% 12% 73% 98
NC
3679
NinePointTwo Capital
California
$246M 10.2% 1.62% 56
KFO
3680
Kopp Family Office
Minnesota
$246M +$61.4M +33% 41.6% 32.1% 13
SA
3681
Stewardship Advisors
Pennsylvania
$246M +$45.7M +23% 8.86% 28.8% 47
MWM
3682
MinichMacGregor Wealth Management
New York
$245M +$33.5M +16% 11.8% 83.1% 82
SGH
3683
Sivik Global Healthcare
Connecticut
$245M +$12.8M +6% 12.9% 45.3% 47
GL
3684
Globe Life
Texas
$245M +$27.5M +13% 11.7% 59.3% 1
AMG
3685
Advisors Management Group
Wisconsin
$245M +$4.49M +2% 8.05% 48.1% 115
BHWA
3686
Beacon Harbor Wealth Advisors
Virginia
$245M +$40.2M +20% 16.9% 79
IWP
3687
IAG Wealth Partners
Wisconsin
$245M +$28.1M +13% 13.6% 41.1% 367
AGA
3688
Arkos Global Advisors
Texas
$244M +$26.2M +12% 9.05% 31.4% 90
JAM
3689
JW Asset Management
Florida
$244M +$71.2M +41% 73.3% 92.6% 10
RCG
3690
Rock Creek Group
District of Columbia
$244M +$49.7M +26% 25.1% 40% 215
HA
3691
Hamel Associates
New Jersey
$244M +$18.6M +8% 9.71% 32.4% 69
MCL
3692
MIK Capital LP
New York
$244M +$59.5M +32% 34.4% 79
BWM
3693
Buckley Wealth Management
Nevada
$244M +$21.1M +9% 12.3% 67.6% 125
BAM
3694
Broadmark Asset Management
California
$244M +$88.7M +57% 12.4% 39.6% 7
RMAM
3695
Raab & Moskowitz Asset Management
New Jersey
$244M +$27.1M +13% 11.4% 62.6% 146
PCA
3696
Providence Capital Advisors
North Carolina
$244M +$54M +28% 13% 45.7% 342
QCI
3697
Quaker Capital Investments
Pennsylvania
$244M +$28.2M +13% 18% 97.4% 29
PGF
3698
Pelham Global Financials
United Kingdom
$243M +$27.5M +13% 34.4% 24.7% 11
EA
3699
Evergreen Advisors
Tennessee
$243M +$24.4M +11% 9.97% 33% 15
OBGC
3700
O'Brien Greene & Co
Pennsylvania
$243M +$32.7M +16% 11.4% 60.1% 125