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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AUB
1601
Atlantic Union Bankshares
Virginia
$747M +$2.75M +0.4% 1.17% 67.9% 273
CA
1602
Clearstead Advisors
Ohio
$747M -$3.59M -0.5% 1.74% 61.5% 279
BGIM
1603
Boussard & Gavaudan Investment Management
United Kingdom
$746M +$96.5M +15% 3.61% 26.3% 40
LBC
1604
Lowe Brockenbrough & Co
Virginia
$745M +$11.2M +2% 1.62% 69.9% 220
AAS
1605
Annex Advisory Services
Wisconsin
$744M +$34M +5% 0.87% 70.2% 132
AWM
1606
Altium Wealth Management
New York
$742M +$52.7M +8% 0.69% 25% 301
AP
1607
Atwood & Palmer
Missouri
$742M +$1.59M +0.2% 2.2% 71.2% 320
PHAM
1608
Pacific Heights Asset Management
California
$741M -$28.2M -4% 1.65% 164% 73
GCP
1609
GSA Capital Partners
United Kingdom
$739M -$154M -17% 0.77% 63.5% 1,919
SWA
1610
SFMG Wealth Advisors
Texas
$739M +$1.71M +0.2% 2.31% 62.9% 163
WB
1611
Webster Bank
Connecticut
$739M +$12.4M +2% 1.42% 72.8% 527
TP
1612
Thunderbird Partners
United Kingdom
$738M -$68.2M -8% 2.88% 38.2% 8
IWM
1613
IHT Wealth Management
Illinois
$735M +$46.8M +7% 1.46% 63.4% 644
JCM
1614
JS Capital Management
New York
$735M +$51.7M +8% 9.5% 7.61% 133
FM
1615
Foster & Motley
Ohio
$734M +$20.6M +3% 1.84% 49.7% 263
EC
1616
EJF Capital
Virginia
$734M -$71.1M -9% 0.68% 62.8% 112
NP
1617
NorthRock Partners
Minnesota
$734M +$384M +110% 1.26% 63.9% 212
EK
1618
Evensky & Katz
Florida
$732M +$9.91M +1% 0.51% 46.9% 113
WP
1619
WealthPLAN Partners
Nebraska
$732M +$67.3M +10% 1.87% – 252
PNAA
1620
Pictet North America Advisors
Switzerland
$731M +$43.3M +6% 1.6% 67.7% 157
BAM
1621
BTS Asset Management
Massachusetts
$731M +$639M +694% 0.1% 10.5% 20
CIS
1622
Connors Investor Services
Pennsylvania
$728M -$26.3M -3% 0.5% 117% 151
CCFCSB
1623
Cape Cod Five Cents Savings Bank
Massachusetts
$725M +$21.2M +3% 1.7% 20.2% 182
DWM
1624
Doyle Wealth Management
Florida
$724M +$917K +0.1% 2.34% 32.3% 866
MFP
1625
Michael F. Price
$723M -$47.5M -6% 0.84% 41.9% 136
63 64
65
66 67