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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FTDI
1851
First Trust Direct Indexing
Massachusetts
$842M +$88.6M +12% 10.2% 69.1% 731
WJA
1852
Willis Johnson & Associates
Texas
$842M +$76.9M +10% 5.33% 39.8% 126
ELFC
1853
E-L Financial Corp
Ontario, Canada
$841M +$54.9M +7% 7.04% 63.8% 1
AWA
1854
Arkadios Wealth Advisors
Georgia
$840M +$85.4M +11% 7.73% 72.3% 632
DIGDR
1855
Dynamo Internacional Gestao de Recursos
Brazil
$840M +$97.8M +13% 21.8% 199% 18
HR
1856
Howe & Rusling
New York
$839M +$42.1M +5% 2.91% 65.8% 348
PFC
1857
Poplar Forest Capital
California
$839M +$9.48M +1% 1.16% 30% 65
BRIM
1858
Broad Run Investment Management
Virginia
$839M +$8.79M +1% 5.81% 141% 28
HEC
1859
Hudson Executive Capital
New York
$839M -$101M -11% 8.3% 142% 7
SL
1860
Salomon & Ludwin
Virginia
$839M +$49.7M +6% 5.89% 47.5% 167
CCA
1861
Conservest Capital Advisors
Pennsylvania
$839M +$50.8M +6% 5.65% 45.7% 103
PCMF
1862
Private Capital Management (Florida)
Florida
$839M +$106M +14% 11.9% 117% 130
XL
1863
XN LP
New York
$838M +$309M +58% 18.8% 147% 18
GCM
1864
Greenland Capital Management
New York
$838M +$291M +53% 3.65% 419
BI
1865
Bramshill Investments
Florida
$836M -$16M -2% 0.98% 3.19% 159
1IA
1866
1834 Investment Advisors
Wisconsin
$835M +$135M +19% 4.29% 46% 246
GFS
1867
GYL Financial Synergies
Connecticut
$835M +$373M +81% 4.72% 36% 291
CM
1868
Conifer Management
New York
$833M +$11.2M +1% 14.9% 156% 11
AIP
1869
ARS Investment Partners
New York
$833M +$81.1M +11% 11.1% 122% 168
AC
1870
AltraVue Capital
Washington
$832M +$118M +17% 13.7% 182% 30
WSCM
1871
Wellington Shields Capital Management
New York
$831M +$7.15M +0.9% 2.55% 55.7% 334
BFG
1872
Berger Financial Group
Minnesota
$831M +$73.8M +10% 5.56% 49.4% 285
CC
1873
Cornerstone Capital
California
$829M +$47.9M +6% 7.59% 76.4% 92
CST
1874
Charles Schwab Trust
Nevada
$828M +$68.6M +9% 5.09% 35.4% 154
CISOA
1875
Capital Investment Services of America
Wisconsin
$828M +$73.8M +10% 13.8% 91% 70