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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CPIG
1026
Chicago Partners Investment Group
Illinois
$2.8B +$219M +8% 6.64% 59% 809
AC
1027
Addenda Capital
Quebec, Canada
$2.8B +$253M +10% 10.9% 51.5% 128
APP
1028
Avantax Planning Partners
Iowa
$2.79B -$323M -10% 6.37% 40.4% 493
SCM
1029
Suvretta Capital Management
New York
$2.79B +$336M +14% 11.8% 180% 113
KFA
1030
Krane Funds Advisors
New York
$2.78B +$412M +17% 13.5% 83% 107
ROIC
1031
Route One Investment Company
California
$2.78B +$150M +6% 8.12% 90.7% 19
EWA
1032
Exencial Wealth Advisors
Oklahoma
$2.78B +$125M +5% 6.46% 58% 506
IA
1033
IFP Advisors
Florida
$2.77B +$254M +10% 6.11% 47.5% 3,485
SWM
1034
SigFig Wealth Management
California
$2.75B +$94.8M +4% 5.6% 32.3% 131
CG
1035
Caprock Group
Idaho
$2.75B +$289M +12% 6.96% 46.1% 980
IAA
1036
Independent Advisor Alliance
North Carolina
$2.75B -$172M -6% 7.65% 94.6% 769
CP
1037
Coho Partners
Pennsylvania
$2.74B -$126M -4% 9.28% 25.4% 42
SAI
1038
Systematic Alpha Investments
New Jersey
$2.74B +$113M +4% 5.12% 80.2% 235
JSW
1039
Journey Strategic Wealth
New Jersey
$2.73B +$377M +16% 8.19% 42.1% 529
GC
1040
Guardian Capital
Ontario, Canada
$2.73B +$77.1M +3% 10.3% 51.6% 129
ADEF
1041
Adams Diversified Equity Fund
Maryland
$2.72B -$210M -7% 6.69% 123% 113
RSWM
1042
Robertson Stephens Wealth Management
California
$2.72B +$803M +42% 7.09% 81.4% 636
CSPIA
1043
Cary Street Partners Investment Advisory
Virginia
$2.71B +$240M +10% 6.29% 66.6% 795
WS
1044
Wedbush Securities
California
$2.7B -$102M -4% 5.86% 82.7% 1,269
IC
1045
Impactive Capital
New York
$2.69B +$119M +5% 5.09% 25.2% 12
VAS
1046
Vestmark Advisory Solutions
Massachusetts
$2.69B +$291M +12% 7.15% 63.5% 599
FG
1047
Foster Group
Iowa
$2.68B +$137M +5% 5.84% 37.1% 211
CA
1048
Cambridge Associates
Massachusetts
$2.67B +$492M +23% 5.67% 40.7% 67
PAI
1049
Pittenger & Anderson Inc
Nebraska
$2.67B +$236M +10% 10.2% 76.1% 480
GI
1050
GLOBALT Investments
Georgia
$2.67B +$166M +7% 6.13% 215