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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
ZF
1701
Zhang Financial
Michigan
$987M +$12.1M +1% 3.77% 58.4% 256
6CM
1702
683 Capital Management
New York
$987M -$41.8M -4% 4.39% 136% 172
MM
1703
Main Management
California
$986M +$1.94M +0.2% 2.99% 56.4% 136
MIIM
1704
Mesirow Institutional Investment Management
Illinois
$986M +$15.9M +2% 0.22% 129
NL
1705
NWAM LLC
Washington
$986M -$231M -19% 2.82% 89.7% 559
BFS
1706
Baskin Financial Services
Ontario, Canada
$986M -$55.4M -5% 3.71% 86.7% 55
SWM
1707
Segment Wealth Management
Texas
$984M +$11.4M +1% 1.18% 90.2% 229
NCMU
1708
NAYA Capital Management (UK)
United Kingdom
$983M +$11M +1% 3.28% 54% 10
IP
1709
Indigo Partners
Arizona
$981M -$985M -50% 50.1% 50.7% 2
GCM
1710
Gladstone Capital Management
United Kingdom
$979M +$72.1M +8% 1.78% 247% 19
GCM
1711
Ghisallo Capital Management
Massachusetts
$979M +$141M +17% 3.93% 84.4% 173
PCM
1712
Penn Capital Management
Pennsylvania
$976M -$52.6M -5% 3.95% 105% 165
AUB
1713
Atlantic Union Bankshares
Virginia
$976M -$27.1M -3% 1.26% 67.9% 277
PA
1714
Procyon Advisors
Connecticut
$976M +$180M +23% 2.71% 67.9% 501
WTA
1715
Washington Trust Advisors
Massachusetts
$975M -$56.8M -6% 3.51% 82.8% 695
HCS
1716
Himension Capital (Singapore)
Singapore
$974M -$123M -11% 1.35% 239% 94
PTC
1717
Philadelphia Trust Company
Pennsylvania
$973M -$83M -8% 1.23% 126% 238
SWA
1718
SFMG Wealth Advisors
Texas
$973M +$1.26M +0.1% 3.4% 62.9% 277
MSR
1719
Main Street Research
Connecticut
$971M +$343M +55% 1.67% 155% 101
LGWM
1720
Litman Gregory Wealth Management
California
$969M +$168M +21% 3.37% 41.2% 127
ECM
1721
Ensemble Capital Management
California
$968M -$67.5M -7% 4.52% 36.2% 25
EPM
1722
Elm Partners Management
Pennsylvania
$967M -$25.8M -3% 3.31% 33.3% 47
EWM
1723
Executive Wealth Management
Michigan
$966M -$425K -0% 4.03% 18.3% 213
BAM
1724
Belpointe Asset Management
Nevada
$966M +$20.2M +2% 2.9% 73.9% 726
ZA
1725
Zazove Associates
Nevada
$964M -$133M -12% 0.29% 11.5% 163