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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BFA
4901
Brown Financial Advisors
Ohio
$256M +$13.7M +6% 8.99% 145
LWA
4902
Lowe Wealth Advisors
Maryland
$256M +$20.8M +9% 7.05% 46.2% 378
EAM
4903
Exane Asset Management
France
$256M +$84.3M +49% 6.6% 70.5% 33
RWP
4904
Reliant Wealth Planning
Kentucky
$256M +$36.9M +17% 7.12% 37.2% 42
BWM
4905
BKM Wealth Management
Wisconsin
$256M +$13.1M +5% 7.75% 161
TCM
4906
Tieton Capital Management
Washington
$256M +$37.1M +17% 26.2% 158% 35
SCM
4907
Stonebridge Capital Management
California
$256M +$24.4M +11% 11.8% 71.8% 88
PHAM
4908
Palisades Hudson Asset Management
Florida
$256M +$35.3M +16% 8.75% 50.1% 111
MCF
4909
MKA Charitable Fund
California
$256M +$22.9M +10% 10.8% 1
IC
4910
Intel Corp
California
$256M +$86.8M +51% 58.6% 166% 2
BIA
4911
BHK Investment Advisors
Alabama
$255M +$18.9M +8% 7.1% 43.9% 63
MCA
4912
Maryland Capital Advisors
Maryland
$255M +$28.6M +13% 4.77% 33.9% 277
RS
4913
Rakuten Securities
Japan
$255M +$56.9M +29% 45.2% 895
MCP
4914
Martin Capital Partners
Oregon
$255M +$171M +205% 0.57% 23.1% 76
TCM
4915
Tyro Capital Management
Florida
$255M -$13.4M -5% 21% 16
CCM
4916
Chaney Capital Management
Washington
$255M +$30.5M +14% 9.26% 36
PWAC
4917
Private Wealth Advisors (California)
California
$255M +$16.7M +7% 6.91% 37.4% 88
OLVIG
4918
Oliver Lagore Vanvalin Investment Group
Michigan
$255M 9.3% 656
MCC
4919
Malaga Cove Capital
California
$255M +$23.2M +10% 15.8% 90.3% 193
RFG
4920
Range Financial Group
Oregon
$255M +$29.2M +13% 12.3% 102% 210
MP
4921
Marcho Partners
United Kingdom
$254M +$3.48M +1% 23.8% 165% 11
BOC
4922
Barbara Oil Co
Illinois
$254M +$8.16M +3% 5.72% 54.7% 76
IGM
4923
Incline Global Management
New York
$254M +$92.1M +57% 26.6% 48.3% 29
CFA
4924
Camarda Financial Advisors
Florida
$254M +$32.6M +15% 14% 123% 121
VCM
4925
Verger Capital Management
North Carolina
$254M +$26.8M +12% 6.55% 42.2% 14