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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWM
1851
Angeles Wealth Management
California
$1.07B +$65.9M +7% 3.45% 63% 327
MAM
1852
Melqart Asset Management
United Kingdom
$1.07B -$279M -21% 5.33% 136% 67
LC
1853
Lindbrook Capital
California
$1.06B -$4.21M -0.4% 4.35% 35.8% 2,880
QI
1854
QV Investors
Alberta, Canada
$1.06B -$88.1M -8% 3.9% 41.4% 67
QF
1855
QVT Financial
New York
$1.06B -$10.7M -1% 1.25% 158% 37
IAIM
1856
International Assets Investment Management
Florida
$1.06B +$106M +11% 4.64% 74.5% 2,291
BHWM
1857
Beaird Harris Wealth Management
Texas
$1.06B +$36.5M +4% 0.54% 31.5% 805
MSFS
1858
Main Street Financial Solutions
Pennsylvania
$1.06B +$125M +13% 3.7% 64.6% 544
TWA
1859
TCI Wealth Advisors
Arizona
$1.06B +$45.3M +4% 0.36% 51.5% 231
GG
1860
Greenwood Gearhart
Arkansas
$1.06B +$34.8M +3% 2.97% 62% 112
FFS
1861
Founders Financial Securities
Maryland
$1.06B +$104M +11% 2.15% 52.4% 438
NCM
1862
Narwhal Capital Management
Georgia
$1.06B +$35.8M +4% 5.58% 85.2% 168
GP
1863
Girard Partners
Pennsylvania
$1.06B -$5.39M -0.5% 2.69% 25.7% 268
PP
1864
PDT Partners
New York
$1.06B -$1.38M -0.1% 1.01% 142% 774
USGIU
1865
U.S. Global Investors (USGI)
Texas
$1.05B -$161M -13% 4.59% 67.7% 165
PCM
1866
Penn Capital Management
Pennsylvania
$1.05B -$71.2M -6% 0.15% 105% 167
CG
1867
Carlyle Group
District of Columbia
$1.05B -$533M -34% 16.4% 21.6% 33
B
1868
BloombergSen
Ontario, Canada
$1.05B -$105M -9% 3.68% 58.8% 33
BFG
1869
Bouchey Financial Group
New York
$1.05B +$36.4M +4% 3.69% 50.5% 156
ORI
1870
Oak Ridge Investments
Illinois
$1.05B +$58.8M +6% 9.78% 166% 157
SWA
1871
Sax Wealth Advisors
New Jersey
$1.05B +$194M +23% 1.34% 50.2% 287
TTWM
1872
TCV Trust & Wealth Management
Virginia
$1.05B +$4.86M +0.5% 1.27% 55.3% 205
BWC
1873
Blue Whale Capital
United Kingdom
$1.05B +$101M +11% 8.5% 215% 20
LWM
1874
Lyell Wealth Management
California
$1.05B +$63.9M +6% 4.62% 124% 207
AIP
1875
ARS Investment Partners
New York
$1.05B +$42.1M +4% 4.12% 122% 183