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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DPI
2076
Diversified Portfolios Inc
Michigan
$951M +$33.9M +4% 0.43% 33.4% 153
RWB
2077
RMR Wealth Builders
New Jersey
$950M -$17.4M -2% 3.71% 70.3% 271
MAWA
2078
Moss Adams Wealth Advisors
Washington
$950M +$3.45M +0.4% 2.97% 238
JFGLC
2079
Johnson Financial Group LLC (Colorado)
Colorado
$948M +$93.6M +11% 0.81% 48.5% 104
M
2080
MOTCO
Texas
$947M -$28.1M -3% 0.6% 46.5% 618
OA
2081
Oxbow Advisors
Texas
$947M +$97M +11% 5.99% 51.4% 227
CIG
2082
CCM Investment Group
Minnesota
$946M +$28.8M +3% 2.59% 238
SAF
2083
Smith Anglin Financial
Texas
$945M -$121M -11% 2.85% 52.7% 233
KA
2084
Kovack Advisors
Florida
$945M -$74.3M -7% 3.68% 93% 644
GA
2085
GuoLine Advisory
Singapore
$945M -$24.6M -3% 4.51% 23
SIA
2086
Strategic Investment Advisors
Michigan
$944M +$2.24M +0.2% 1.2% 56.9% 258
DAM
2087
Dorsey Asset Management
Illinois
$944M -$26.4M -3% 5.52% 138% 14
LCS
2088
Levin Capital Strategies
New York
$942M -$105M -10% 0.67% 82% 228
MIC
2089
Means Investment Company
Maine
$942M -$19M -2% 3.19% 88.9% 209
QCM
2090
Qsemble Capital Management
New York
$941M +$190M +25% 3.26% 604
BCM
2091
Benchstone Capital Management
New York
$941M -$26.1M -3% 4.67% 44
FCP
2092
Fidelis Capital Partners
Florida
$941M -$59.3M -6% 1.98% 463
WC
2093
Whitney & Co
New York
$941M -$11.7M -1% 2.55% 84.9% 139
SFG
2094
Stonebridge Financial Group
Pennsylvania
$940M +$32.4M +4% 1.18% 1,039
COI
2095
Connable Office Inc
Michigan
$939M -$27.1M -3% 0.32% 52.2% 233
SL
2096
Salomon & Ludwin
Virginia
$938M -$5.7M -0.6% 2.29% 47.5% 741
RFP
2097
Root Financial Partners
California
$938M +$132M +16% 0.75% 232
JC
2098
Jacobs & Co
California
$938M -$44.9M -5% 2.56% 71.6% 128
BONST
2099
Bank of Nova Scotia Trust
Ontario, Canada
$937M -$10M -1% 0.7% 33.2% 136
COLIM
2100
City of London Investment Management
United Kingdom
$935M -$72.7M -7% 0.26% 27.5% 96