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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
B
1676
Brightworth
Georgia
$933M -$53.8M -5% 13.5% 21.7% 130
JC
1677
JB Capital
Connecticut
$932M -$95.3M -9% 12.2% 55% 250
WCM
1678
Windward Capital Management
California
$929M -$191M -17% 16.4% 65.7% 79
PCM
1679
Penn Capital Management
Pennsylvania
$929M -$45.4M -5% 18% 105% 228
GACM
1680
Global Alpha Capital Management
Quebec, Canada
$927M -$237M -20% 12% 47% 39
ATPW
1681
Ashton Thomas Private Wealth
Arizona
$924M -$219M -19% 10.9% 62% 498
BSB
1682
Bangor Savings Bank
Maine
$924M -$26.1M -3% 11% 38.1% 526
DP
1683
Dundas Partners
United Kingdom
$924M -$176M -16% 15% 79.9% 57
BFS
1684
Baskin Financial Services
Ontario, Canada
$923M -$213M -19% 17.8% 86.7% 62
PFM
1685
Phillips Financial Management
Indiana
$923M -$134M -13% 11.5% 31.6% 144
LIA
1686
LBMC Investment Advisors
Tennessee
$921M -$209M -18% 14.7% 42.9% 171
WFA
1687
Wipfli Financial Advisors
Wisconsin
$920M -$70.8M -7% 14.4% 105
BDWM
1688
Brewin Dolphin Wealth Management
Ireland
$917M +$22.9M +3% 17.5% 47.7% 397
1WM
1689
1900 Wealth Management
Texas
$917M -$135M -13% 12.7% 45.5% 244
FM
1690
Forward Management
California
$917M -$42.4M -4% 0.64% 36.9% 36
HAG
1691
HighPoint Advisor Group
Illinois
$914M 13.9% 541
LM
1692
Lincluden Management
Ontario, Canada
$914M -$216M -19% 12.8% 18.1% 75
SGCM
1693
Sand Grove Capital Management
United Kingdom
$913M +$76.9M +9% 0.54% 224% 22
WCM
1694
Wealthcare Capital Management
Virginia
$913M -$116M -11% 11.1% 31.2% 83
EAM
1695
Evanson Asset Management
California
$909M -$120M -12% 15.1% 59.2% 313
RCAG
1696
Rehmann Capital Advisory Group
Michigan
$909M -$144M -14% 12.8% 52.7% 570
CAAS
1697
Capital Asset Advisory Services
Michigan
$908M -$32.2M -3% 12.2% 41.4% 630
TNB
1698
Thomasville National Bank
Georgia
$907M -$128M -12% 12.1% 79.9% 225
BCA
1699
Bernzott Capital Advisors
California
$905M -$186M -17% 14.8% 32.3% 55
MCM
1700
Mill Capital Management
North Carolina
$903M -$144M -14% 14.4% 70.6% 140