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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FG
1901
Formula Growth
Quebec, Canada
$591M +$69.5M +13% 40.7% 81.3% 181
PPW
1902
Parcion Private Wealth
Washington
$591M +$228M +63% 21.1% 81.9% 220
WP
1903
Wedgewood Partners
Missouri
$590M +$62.7M +12% 30.7% 101% 42
HIC
1904
Harvey Investment Company
Kentucky
$590M +$79.7M +16% 20% 57.3% 85
OFG
1905
Oxford Financial Group
Indiana
$590M +$89.2M +18% 19.1% 76.1% 215
LF
1906
Lannebo Fonder
Sweden
$588M +$232M +65% 31.5% 49.8% 37
CC
1907
Cadinha & Co
Hawaii
$588M +$211M +56% 19.1% 126% 98
FFA
1908
Fragasso Financial Advisors
Pennsylvania
$588M +$147M +33% 16.7% 54.4% 130
GC
1909
Gratus Capital
Georgia
$587M +$79.7M +16% 18.7% 50.9% 174
CC
1910
Cornerstone Capital
California
$587M +$106M +22% 21% 76.4% 79
CIA
1911
CCM Investment Advisers
South Carolina
$587M +$86.2M +17% 17.6% 115% 66
WC
1912
Woodstock Corp
Massachusetts
$587M +$95.9M +20% 21.7% 97.4% 163
CTA
1913
Colonial Trust Advisors
South Carolina
$586M +$108M +23% 20.2% 72.4% 153
NC
1914
NewSquare Capital
Pennsylvania
$586M +$45.7M +8% 12.9% 46.4% 472
OCM
1915
Opti Capital Management
New York
$585M +$97.2M +20% 0% 0.33% 45
AHC
1916
Adell Harriman & Carpenter
Texas
$584M +$112M +24% 23.7% 126% 132
RP
1917
RR Partners
New York
$584M +$80.1M +16% 21.9% 73.3% 20
BWM
1918
BerganKDV Wealth Management
Minnesota
$584M +$95.7M +20% 14.7% 27.9% 1,146
TW
1919
Transform Wealth
Colorado
$584M +$115M +24% 21.5% 48.3% 242
RWM
1920
RKL Wealth Management
Pennsylvania
$583M +$105M +22% 17.8% 53% 116
SFG
1921
Sather Financial Group
Texas
$583M +$72M +14% 18% 78.2% 61
OAMG
1922
Odey Asset Management Group
United Kingdom
$582M -$19.6M -3% 31.1% 259% 115
ACG
1923
Anchorage Capital Group
New York
$579M +$160M +38% 0.08% 37.8% 18
BO
1924
BRR OpCo
Ohio
$579M +$56.2M +11% 14.4% 23.6% 190
ECG
1925
EPIQ Capital Group
California
$579M +$241M +71% 6.01% 4.59% 48
75 76
77
78 79