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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWM
1901
Executive Wealth Management
Michigan
$922M -$83M -8% 5.48% 18.3% 213
OP
1902
Oldfield Partners
United Kingdom
$920M +$150M +19% 11.3% 63.8% 23
MYIA
1903
Mount Yale Investment Advisors
Colorado
$920M -$38.5M -4% 4.25% 73.5% 500
SFG
1904
StrategIQ Financial Group
Indiana
$920M -$78.1M -8% 5.66% 12.6% 306
SAM
1905
Simplify Asset Management
Nevada
$919M +$125M +16% 1.37% 37.7% 100
SCM
1906
Scopia Capital Management
New York
$919M -$107M -10% 4.58% 39.1% 21
CIAS
1907
Capital Investment Advisory Services
North Carolina
$919M +$74.5M +9% 2.64% 48.2% 891
JSW
1908
Journey Strategic Wealth
New Jersey
$917M -$43.5M -5% 0.62% 42.1% 246
RAA
1909
RWC Asset Advisors
Florida
$916M +$89.5M +11% 22.4% 173% 14
RPGK
1910
Retirement Planning Group (Kansas)
Kansas
$915M -$119M -12% 4.39% 38.9% 118
MWM
1911
Meridian Wealth Management
Kentucky
$915M -$21.5M -2% 0.01% 96.6% 434
EF
1912
Empowered Funds
Pennsylvania
$915M +$28.1M +3% 2.1% 75.5% 316
GP
1913
Girard Partners
Pennsylvania
$914M -$6.42M -0.7% 5.53% 25.7% 268
WSCM
1914
Wellington Shields Capital Management
New York
$914M +$132M +17% 4.48% 55.7% 358
CF
1915
Covea Finance
France
$912M -$229M -20% 9.21% 100% 58
KA
1916
Kintegral Advisory
New York
$911M -$52.7M -5% 6.35% 105% 267
JAFL
1917
Jay A. Fishman Ltd
Michigan
$908M -$28.3M -3% 2.54% 102% 99
MTCM
1918
Mint Tower Capital Management
Netherlands
$907M +$332M +58% 0.49% 32.3% 430
MRCP
1919
Maple Rock Capital Partners
Ontario, Canada
$905M +$102M +13% 8.55% 98.8% 34
FBFS
1920
First Business Financial Services
Wisconsin
$904M -$40.6M -4% 5.39% 56.9% 180
BTWM
1921
Baker Tilly Wealth Management
Wisconsin
$904M -$27.7M -3% 5.6% 85.1% 574
MFIMFI
1922
Mesirow Financial Investment Management - Fixed Income
Illinois
$903M -$4.61M -0.5% 7.59% 26% 152
JC
1923
Jacobs & Co
California
$903M -$61.3M -6% 4.64% 71.6% 129
JEST
1924
JTC Employer Solutions Trustee
Jersey
$903M +$93.5M +12% 1.62% 38.9% 314
CCA
1925
Conservest Capital Advisors
Pennsylvania
$903M -$30.8M -3% 5.49% 45.7% 97