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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RIA
1651
Regal Investment Advisors
Michigan
$960M -$129M -12% 12.3% 50.9% 566
H
1652
HoyleCohen
California
$959M -$208M -18% 15.8% 46.1% 283
TCA
1653
Transcend Capital Advisors
New Jersey
$957M -$161M -14% 13.4% 62.4% 553
BCM
1654
Basso Capital Management
Connecticut
$953M -$80.8M -8% 0.08% 70.5% 730
ECU
1655
Eisler Capital (UK)
United Kingdom
$952M -$426M -31% 2.61% 1.48% 505
CGA
1656
Crescent Grove Advisors
Illinois
$950M -$71.4M -7% 13.3% 37.6% 305
FWP
1657
FAS Wealth Partners
Kansas
$950M -$113M -11% 13.7% 54.7% 419
YIA
1658
YHB Investment Advisors
Connecticut
$948M -$184M -16% 14.4% 76.9% 306
MA
1659
MCF Advisors
Kentucky
$948M -$117M -11% 12.5% 41.1% 832
JWA
1660
JFS Wealth Advisors
Pennsylvania
$947M -$112M -11% 12.6% 41.5% 2,023
P
1661
Pitcairn
Pennsylvania
$946M -$202M -18% 14.2% 85.1% 634
ML
1662
McAdam LLC
Pennsylvania
$946M -$112M -11% 13.5% 45.3% 240
CNAM
1663
Campbell Newman Asset Management
Wisconsin
$946M -$92.6M -9% 11.9% 86.7% 117
SFI
1664
Siemens Fonds Invest
Germany
$944M -$288M -23% 14.1% 108% 420
IA
1665
IFG Advisory
Georgia
$942M -$49.2M -5% 12% 51.1% 534
NP
1666
Newlight Partners
New York
$939M -$537M -36% 33.5% 92.8% 5
PMG
1667
ProVise Management Group
Florida
$938M -$122M -11% 11.5% 54.4% 385
IMCOOI
1668
Investment Management Corp of Ontario (IMCO)
Canada
$937M -$142M -13% 17.5% 210% 52
FIM
1669
Freedom Investment Management
Connecticut
$937M -$178M -16% 11.2% 58.4% 866
SCP
1670
Sandhill Capital Partners
New York
$935M -$228M -20% 14.2% 96% 105
NC
1671
NZS Capital
Colorado
$935M -$54.3M -5% 23.2% 144% 68
SG
1672
StepStone Group
California
$935M -$406M -30% 25.7% 180% 30
BWFA
1673
Baltimore-Washington Financial Advisors
Maryland
$934M -$90.6M -9% 18% 87.1% 163
HP
1674
Hikari Power
Japan
$933M -$180M -16% 13.9% 56.6% 68
TA
1675
TruWealth Advisors
Louisiana
$933M -$28.7M -3% 10.5% 48.7% 148