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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HRES
1476
Heitman Real Estate Securities
Illinois
$1.54B -$9.99M -0.6% 1.62% 19.8% 63
KF
1477
Krilogy Financial
Missouri
$1.54B +$43.9M +3% 1.51% 49.2% 243
ACM
1478
Alta Capital Management
Utah
$1.54B -$137M -8% 3.88% 86.5% 97
CIP
1479
CAS Investment Partners
Connecticut
$1.54B -$177M -10% 1.33% 958% 4
CCM
1480
Check Capital Management
California
$1.54B +$27.3M +2% 2.28% 28% 53
ELI
1481
Empire Life Investments
Ontario, Canada
$1.54B -$56.1M -4% 1.39% 65.4% 116
EA
1482
Efficient Advisors
Ohio
$1.54B -$17.4M -1% 0.44% 31% 66
BW
1483
BIP Wealth
Georgia
$1.53B +$39.8M +3% 1.14% 298
OFS
1484
OneAscent Financial Services
Alabama
$1.53B +$358M +30% 0.76% 43.2% 521
SC
1485
SRB Corp
Massachusetts
$1.53B -$211M -12% 2.78% 48.9% 25
ST
1486
Spinnaker Trust
Maine
$1.53B -$53.6M -3% 0.59% 52% 296
SFG
1487
Sather Financial Group
Texas
$1.53B -$64.5M -4% 2.04% 78.2% 100
TAL
1488
TIG Advisors LLC
New York
$1.53B +$239M +19% 16.4% 374% 78
UF
1489
Univest Financial
Pennsylvania
$1.53B -$54.6M -3% 2.34% 60.4% 291
MSR
1490
Main Street Research
Connecticut
$1.53B -$74.6M -5% 0.43% 155% 124
SIM
1491
Seilern Investment Management
United Kingdom
$1.53B -$225M -13% 5.81% 23
GIA
1492
Guyasuta Investment Advisors
Pennsylvania
$1.53B -$60.6M -4% 0.09% 62.5% 270
AP
1493
Adero Partners
California
$1.53B -$22.9M -1% 2.09% 27.7% 280
CC
1494
Courier Capital
New York
$1.53B +$78.5M +5% 0.99% 51.6% 387
PAIM
1495
Punch & Associates Investment Management
Minnesota
$1.53B -$306M -17% 4.37% 81.1% 178
SSWM
1496
Smith Salley Wealth Management
North Carolina
$1.53B -$31.2M -2% 1.93% 81.6% 264
CWP
1497
Cyndeo Wealth Partners
Florida
$1.52B +$44M +3% 0.54% 482
NI
1498
Nuance Investments
Missouri
$1.52B -$955M -39% 6.25% 6.26% 58
CCM
1499
Compass Capital Management
Minnesota
$1.52B -$5.3M -0.3% 1.9% 56.2% 38
LBC
1500
Lowe Brockenbrough & Co
Virginia
$1.52B -$40.2M -3% 1.88% 69.9% 268