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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
APP
876
Avantax Planning Partners
Iowa
$2.52B +$300M +13% 7.24% 40.4% 385
DWM
877
Destination Wealth Management
California
$2.51B +$136M +6% 6.25% 43.8% 211
FIA
878
Foundations Investment Advisors
Arizona
$2.51B +$220M +10% 2.26% 48.7% 466
BPWM
879
Badgley Phelps Wealth Managers
Washington
$2.5B +$170M +7% 8.56% 74.2% 226
AS
880
Altshuler Shaham
Israel
$2.5B -$1.57B -39% 7.83% 51.8% 621
AIP
881
Ameritas Investment Partners
Nebraska
$2.5B +$263M +12% 8.83% 87.6% 3,092
PWLP
882
Prio Wealth Limited Partnership
Massachusetts
$2.49B +$161M +7% 10.1% 60% 253
BFM
883
Boston Financial Management
Massachusetts
$2.49B +$187M +8% 9.87% 30.1% 329
DP
884
Dearborn Partners
Illinois
$2.48B +$211M +9% 11.4% 56.2% 272
PPFA
885
Provida Pension Fund Administrator
Chile
$2.48B -$44.4M -2% 9.86% 10.5% 70
SAM
886
Scopus Asset Management
New York
$2.47B +$755M +44% 13.5% 96.9% 214
HP
887
Hosking Partners
United Kingdom
$2.47B +$178M +8% 11.6% 95.1% 156
AG
888
Atairos Group
Pennsylvania
$2.46B -$17.7M -0.7% 0.32% 7.53% 6
VFCM
889
Valley Forge Capital Management
Florida
$2.46B +$355M +17% 20.4% 137% 10
CM
890
Cercano Management
Washington
$2.46B 5.82% 121
MWM
891
Modera Wealth Management
New Jersey
$2.46B +$484M +25% 9.58% 56.6% 363
IUHSA
892
Itau Unibanco Holding S.A.
Brazil
$2.45B -$35.9M -1% 6.96% 79.7% 664
TH
893
TCTC Holdings
Texas
$2.45B +$143M +6% 8.19% 54.3% 455
FPCG
894
Fort Pitt Capital Group
Pennsylvania
$2.45B +$269M +12% 11.3% 42.1% 137
KFA
895
Krane Funds Advisors
New York
$2.45B +$520M +27% 34.3% 83% 136
RG
896
Redmile Group
California
$2.44B -$133M -5% 12.9% 544% 73
GW
897
GW & Wade
Massachusetts
$2.44B +$399M +20% 8.97% 32.2% 412
LIMS
898
Lasalle Investment Management Securities
Maryland
$2.44B +$113M +5% 3.23% 5.28% 50
RH
899
Riverstone Holdings
New York
$2.44B -$46.4M -2% 3.23% 21.5% 9
FMII
900
Farmers & Merchants Investments Inc
Nebraska
$2.43B +$215M +10% 10.9% 55.9% 1,806