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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ANRF
1501
Adams Natural Resources Fund
Maryland
$672M +$35.6M +6% 7.67% 30.7% 50
SWM
1502
SVA Wealth Management
Wisconsin
$671M +$28.6M +4% 4.29% 44.5% 211
EMA
1503
Efficient Market Advisors
California
$671M +$20.6M +3% 1.24% 5.97% 54
GC
1504
Gratus Capital
Georgia
$669M -$14.4M -2% 2.17% 50.9% 181
SG
1505
Swarthmore Group
Pennsylvania
$669M +$146M +28% 2.99% 44.2% 60
WAM
1506
Wealthspire Advisors (Maryland)
Maryland
$669M +$27M +4% 3.81% 28.9% 1,959
NONA
1507
Ninety One North America
New York
$668M -$77.3M -10% 4.6% 79.4% 126
PGH
1508
Partners Group Holding
Switzerland
$668M +$260M +64% 0.3% 20% 48
WCA
1509
Waratah Capital Advisors
Ontario, Canada
$667M +$108M +19% 3.16% 37.4% 201
NSIM
1510
North Star Investment Management
Illinois
$665M +$103M +18% 7.14% 59.9% 1,012
PC
1511
PM Capital
Australia
$665M +$43.2M +7% 10% 105% 28
AIM
1512
Avity Investment Management
Connecticut
$665M +$16.7M +3% 3.7% 82.9% 77
MCL
1513
MIK Capital LLC
New York
$664M -$2.47M -0.4% 8.54% 33
HCM
1514
Hollencrest Capital Management
California
$663M -$26.7M -4% 2.82% 68.4% 411
RMA
1515
Roffman Miller Associates
Pennsylvania
$663M +$45M +7% 3.74% 58.3% 64
DMIC
1516
Dixon Mitchell Investment Counsel
British Columbia, Canada
$663M +$20M +3% 2.93% 72.3% 67
PIP
1517
Permian Investment Partners
Texas
$662M +$140M +27% 5% 105% 18
AC
1518
AFAM Capital
Texas
$661M +$35.4M +6% 7.09% 52.1% 194
BFA
1519
Beaumont Financial Advisors
Massachusetts
$661M +$28.8M +5% 2.54% 68.4% 170
WAM
1520
Weiss Asset Management
Massachusetts
$660M +$147M +29% 1.72% 55.3% 325
BFPW
1521
BOK Financial Private Wealth
Colorado
$660M -$561K -0.1% 2.04% 54.8% 149
CAM
1522
Close Asset Management
United Kingdom
$659M 0.49% 78% 136
EIA
1523
Edgemoor Investment Advisors
Maryland
$658M +$8.02M +1% 4.77% 82.3% 123
AT
1524
Arden Trust
Delaware
$658M +$7.9M +1% 2.83% 22.5% 353
SC
1525
Skylands Capital
Wisconsin
$658M +$19.1M +3% 7.02% 42.2% 199