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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CI
1901
CPMG Inc
Texas
$907M +$302M +50% 5.9% 1,789% 5
TI
1902
Trigran Investments
Illinois
$906M -$718K -0.1% 1.19% 2.04% 20
EWM
1903
Executive Wealth Management
Michigan
$906M -$6.13M -0.7% 0.08% 18.3% 197
PTC
1904
Petrus Trust Company
Texas
$903M -$43.9M -5% 1.54% 46.1% 114
PA
1905
PFG Advisors
Arizona
$902M +$29.8M +3% 0.41% 59.8% 521
TTWM
1906
TCV Trust & Wealth Management
Virginia
$902M -$13.6M -1% 0.75% 55.3% 199
SWA
1907
SFMG Wealth Advisors
Texas
$901M +$1.27M +0.1% 0.91% 62.9% 277
BWP
1908
Baldwin Wealth Partners
Massachusetts
$901M -$14M -2% 1.78% 75% 685
NCM
1909
Novare Capital Management
North Carolina
$901M +$6.04M +0.7% 0.48% 69.1% 165
GACM
1910
Global Alpha Capital Management
Quebec, Canada
$900M -$22M -2% 2.59% 47% 36
ML
1911
McAdam LLC
Pennsylvania
$900M +$18.9M +2% 0.61% 45.3% 184
CFFNO
1912
Common Fund For Nonprofit Organizations
Connecticut
$900M -$80M -8% 0.14% 68% 11
EWM
1913
Endurance Wealth Management
Rhode Island
$899M -$2.56M -0.3% 0.33% 59% 666
ERIM
1914
Eagle Ridge Investment Management
Connecticut
$898M +$35.9M +4% 0.32% 28.2% 149
CAAS
1915
Capital Asset Advisory Services
Michigan
$898M -$13.5M -1% 0.71% 41.4% 761
WDA
1916
Wendell David Associates
New Hampshire
$897M +$3.6M +0.4% 0.76% 59.6% 157
AAIM
1917
Asset Advisors Investment Management
Georgia
$897M -$7.16M -0.8% 1.04% 62.5% 100
TA
1918
TruWealth Advisors
Louisiana
$897M +$44M +5% 0.11% 48.7% 121
STT
1919
Singapore Technologies Telemedia
Singapore
$896M -$346M -28% 27.9% 8.45% 1
WB
1920
Webster Bank
Connecticut
$895M -$18.5M -2% 0.59% 72.8% 560
NI
1921
NYL Investors
New York
$895M +$41.2M +5% 0.73% 6.9% 36
MPMG
1922
Minneapolis Portfolio Management Group
Minnesota
$895M -$67.1M -7% 7.73% 92.6% 32
CW
1923
Connectus Wealth
Ohio
$894M +$3.38M +0.4% 0.52% 37.8% 33
DBT
1924
Dubuque Bank & Trust
Iowa
$894M -$6.25M -0.7% 0.18% 24% 289
CCP
1925
Cardan Capital Partners
Colorado
$893M -$5.83M -0.6% 0.23% 64% 259