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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWA
1751
Sax Wealth Advisors
New Jersey
$1.28B +$156M +14% 0.21% 50.2% 341
EWM
1752
Executive Wealth Management
Michigan
$1.28B +$2.15M +0.2% 0.26% 18.3% 280
AIM
1753
Avity Investment Management
Connecticut
$1.28B -$8.43M -0.7% 0.88% 82.9% 117
SCP
1754
Sandhill Capital Partners
New York
$1.28B -$127M -9% 0.23% 96% 98
KCM
1755
Kanawha Capital Management
Virginia
$1.27B -$103M -8% 1.06% 54.2% 234
ORI
1756
Oak Ridge Investments
Illinois
$1.27B +$127M +11% 9.04% 166% 176
EIP
1757
Easterly Investment Partners
Massachusetts
$1.27B +$25.9M +2% 1.49% 42.1% 226
PFM
1758
Phillips Financial Management
Indiana
$1.27B -$18.2M -1% 2.09% 31.6% 282
TS
1759
Triglav Skladi
Slovenia
$1.27B 6.79% 124
ADL
1760
Asset Dedication LLC
California
$1.27B -$212M -14% 0.96% 50.5% 1,192
LIA
1761
LBMC Investment Advisors
Tennessee
$1.27B +$3.31M +0.3% 1.34% 42.9% 212
SWA
1762
SFMG Wealth Advisors
Texas
$1.27B +$34.9M +3% 1.89% 62.9% 290
MIM
1763
Morningstar Investment Management
Illinois
$1.27B +$258M +25% 1.02% 44.6% 225
BCM
1764
Bronte Capital Management
Australia
$1.27B +$36.7M +3% 2.35% 82.8% 25
KHLMVGHM
1765
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.27B +$62.9M +5% 1.71% 69% 67
NRI
1766
NFP Retirement Inc
California
$1.27B +$31M +3% 0.38% 40.1% 301
MCM
1767
Mill Capital Management
North Carolina
$1.27B -$13.1M -1% 1.53% 70.6% 126
NM
1768
NWI Management
New York
$1.26B +$425M +51% 8.77% 53.5% 56
LDB
1769
Lee, Danner & Bass
Tennessee
$1.26B -$158M -11% 0.19% 758
P3I
1770
Progeny 3 Inc
Washington
$1.26B +$68.6M +6% 7% 88.2% 37
YL
1771
YCG LLC
Texas
$1.26B -$37.1M -3% 1.58% 77.9% 40
KB
1772
Kimelman & Baird
New York
$1.26B +$4.87M +0.4% 3.43% 373
FLII
1773
First Long Island Investors
New York
$1.26B -$11M -0.9% 1.31% 78.3% 70
BFS
1774
Baskin Financial Services
Ontario, Canada
$1.26B +$35.7M +3% 3.67% 86.7% 51
AAG
1775
Armstrong Advisory Group
Massachusetts
$1.25B +$45M +4% 0.12% 867