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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WA
2226
Waddell & Associates
Tennessee
$684M +$2.5M +0.4% 3.33% 146% 176
AA
2227
Apriem Advisors
California
$682M +$15.5M +2% 3.18% 62.4% 146
CIPU
2228
Caledonia Investments plc (UK)
United Kingdom
$682M -$42.7M -6% 4.25% 81% 13
RIA
2229
Recurrent Investment Advisors
Texas
$681M +$90.2M +15% 9.69% 68.9% 54
RR
2230
Robotti Robert
$681M +$61.5M +10% 10.7% 151% 66
AF
2231
Ally Financial
Michigan
$680M -$34.6M -5% 6.75% 25.9% 117
CCA
2232
Column Capital Advisors
Indiana
$680M -$31.4M -4% 3.91% 20.4% 838
ACM
2233
Ashford Capital Management
Delaware
$679M -$36.2M -5% 3.59% 111% 99
TCM
2234
TCG Crossover Management
California
$679M +$69.3M +11% 22.4% 997% 30
CPI
2235
Crestview Partners II
New York
$679M +$14M +2% 3.19% 148% 3
CT
2236
Coastline Trust
Rhode Island
$678M -$35.8M -5% 2.16% 82.8% 283
HWA
2237
Heartwood Wealth Advisors
Virginia
$678M -$26.9M -4% 3.36% 38.4% 149
KOC
2238
Koss-Olinger Consulting
Florida
$678M -$183M -21% 3.92% 55% 313
AIC
2239
AWM Investment Company
New York
$678M -$59.4M -8% 2.9% 340% 121
MPMG
2240
Minneapolis Portfolio Management Group
Minnesota
$676M -$79.6M -11% 4.38% 92.6% 30
KCM
2241
Kathmere Capital Management
Pennsylvania
$674M +$31.2M +5% 2.2% 41.5% 281
SWPG
2242
Strategic Wealth Partners Group
Illinois
$674M -$17M -2% 3.82% 63
MCM
2243
Manchester Capital Management
Vermont
$674M -$71.6M -10% 5.09% 53.6% 1,047
HMH
2244
Hackensack Meridian Health
New Jersey
$674M -$54.9M -8% 2.65% 41.2% 6
HPM
2245
H. Partners Management
New York
$674M -$72.5M -10% 7.05% 1.93% 3
LF
2246
Lannebo Fonder
Sweden
$673M -$38.4M -5% 3.11% 49.8% 32
ANRF
2247
Adams Natural Resources Fund
Maryland
$673M +$56.7M +9% 9.87% 30.7% 57
WCWM
2248
Willow Creek Wealth Management
California
$672M -$34.3M -5% 2.25% 24.6% 145
TIM
2249
Tortoise Investment Management
New York
$671M -$2.14M -0.3% 3.88% 30.9% 821
NCA
2250
Newbrook Capital Advisors
New York
$671M -$45.7M -6% 2.37% 256% 22