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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
VFA
1051
Valeo Financial Advisors
Indiana
$2.19B +$113M +5% 7.72% 63.3% 664
BC
1052
Burney Company
Virginia
$2.18B +$152M +7% 8.95% 99.5% 597
HPG
1053
Harvest Portfolios Group
Ontario, Canada
$2.18B +$142M +7% 5.91% – 233
EWA
1054
Exencial Wealth Advisors
Oklahoma
$2.18B +$252M +13% 6.83% 58% 455
PWP
1055
Perfromance Wealth Partners
Illinois
$2.18B +$225M +12% 13.2% 99.5% 196
SRIM
1056
Saratoga Research & Investment Management
California
$2.17B +$65.4M +3% 5.82% 54.8% 47
BIAS
1057
Beacon Investment Advisory Services
New Jersey
$2.17B +$111M +5% 5.19% 67.4% 292
SPC
1058
Stone Point Capital
Connecticut
$2.17B +$44.4M +2% 4.36% 95.1% 9
KFC
1059
Klingenstein Fields & Co
New York
$2.16B +$166M +8% 9.38% 83% 175
FNT
1060
First National Trust
Pennsylvania
$2.16B +$279M +15% 6.18% 67.4% 392
BC
1061
Boxer Capital
California
$2.16B +$121M +6% 24.4% 261% 84
BSA
1062
Braun Stacey Associates
New York
$2.15B -$1.67B -44% 12.9% 185% 132
CW
1063
CreativeOne Wealth
Kansas
$2.14B +$118M +6% 4.32% 49% 900
BCV
1064
Banque Cantonale Vaudoise
Switzerland
$2.14B +$106M +5% 7.18% – 1,252
DTC
1065
Deep Track Capital
Connecticut
$2.14B -$211M -9% 12.7% 266% 70
IUHSA
1066
Itau Unibanco Holding S.A.
Brazil
$2.14B +$152M +8% 11% 79.7% 635
API
1067
Advisor Partners II
California
$2.14B +$322M +18% 9.51% – 1,143
GL
1068
GTCR LLC
Illinois
$2.13B +$111M +5% 6.18% 17.5% 3
JFG
1069
JMG Financial Group
Illinois
$2.13B +$162M +8% 5.38% 48.2% 112
GC
1070
Greenlight Capital
New York
$2.13B +$293M +16% 32.3% 167% 45
CAM
1071
Close Asset Management
United Kingdom
$2.13B +$112M +6% 9.79% 78% 259
LI
1072
Leeward Investments
Massachusetts
$2.13B -$64.6M -3% 4.04% 53.3% 144
TYCC
1073
Texas Yale Capital Corp
Florida
$2.13B +$159M +8% 12.8% 170% 468
DWM
1074
Dakota Wealth Management
Florida
$2.12B +$628M +42% 7.29% 81.7% 681
CCM
1075
Cadian Capital Management
New York
$2.12B +$510M +32% 10.1% 67.2% 33
41 42
43
44 45