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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ST
1451
Spinnaker Trust
Maine
$1.62B +$60.8M +4% 7.21% 52% 291
GIA
1452
Guyasuta Investment Advisors
Pennsylvania
$1.62B +$261M +19% 7.92% 62.5% 278
C
1453
Consulta
United Kingdom
$1.62B +$152M +10% 1.98% 54% 17
KA
1454
Klingman & Associates
New York
$1.61B +$137M +9% 6.45% 45.3% 274
SB
1455
Strategic Blueprint
Georgia
$1.6B +$134M +9% 5.44% 62.4% 675
ESBC
1456
E.S. Barr & Co
Kentucky
$1.6B +$78.4M +5% 7.35% 75.4% 107
AFG
1457
Atomi Financial Group
New York
$1.6B +$250M +18% 6.22% – 942
CC
1458
Commodore Capital
New York
$1.6B +$135M +9% 17.6% 1,331% 38
EA
1459
Efficient Advisors
Ohio
$1.59B +$52.6M +3% 6.62% 31% 66
MSR
1460
Main Street Research
Connecticut
$1.59B +$73.1M +5% 6.26% 155% 116
CCS
1461
Concentric Capital Strategies
Connecticut
$1.59B -$13.3M -0.8% 4.28% 124% 371
PA
1462
PFG Advisors
Arizona
$1.59B +$106M +7% 5.79% 59.8% 725
NI
1463
NYL Investors
New York
$1.58B +$179M +13% 4.95% 6.9% 34
ZF
1464
Zhang Financial
Michigan
$1.58B +$154M +11% 6.58% 58.4% 281
SQA
1465
Simon Quick Advisors
New Jersey
$1.58B +$167M +12% 6.17% 67.1% 457
EWA
1466
EverSource Wealth Advisors
Alabama
$1.58B +$73.6M +5% 7.28% 69.9% 3,166
PCM
1467
Parsons Capital Management
Rhode Island
$1.58B +$110M +7% 9.25% 73% 456
CCM
1468
Compass Capital Management
Minnesota
$1.58B +$85.7M +6% 7.96% 56.2% 36
OFG
1469
Oxford Financial Group
Indiana
$1.58B +$61.6M +4% 6.45% 76.1% 332
FM
1470
Foster & Motley
Ohio
$1.58B +$122M +8% 8.43% 49.7% 393
CTI
1471
Community Trust & Investment
Kentucky
$1.58B +$111M +8% 7.27% 91.7% 132
CF
1472
Centaurus Financial
California
$1.57B +$70.3M +5% 5.49% 64.5% 878
KEM
1473
Kimmeridge Energy Management
New York
$1.57B -$48.3M -3% 8.46% 2.83% 4
IA
1474
IFG Advisory
Georgia
$1.57B +$12.6M +0.8% 7.18% 51.1% 635
SGI
1475
Summit Global Investments
Utah
$1.57B +$86.5M +6% 6.2% 50.8% 601
57 58
59
60 61