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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SOS
2251
Silver Oak Securities
Tennessee
$745M +$285M +62% 9.03% 47.2% 549
QC
2252
Quent Capital
New York
$744M +$103M +16% 10.6% 64.7% 1,374
DP
2253
DDD Partners
Washington
$744M +$50.6M +7% 8.09% 72.4% 92
WA
2254
Waddell & Associates
Tennessee
$744M +$59.9M +9% 9.93% 146% 176
MCM
2255
Manchester Capital Management
Vermont
$743M +$69.6M +10% 10.2% 53.6% 1,106
AAA
2256
Adams Asset Advisors
Texas
$743M -$2.19M -0.3% 0.33% 26.3% 79
NFG
2257
Nadler Financial Group
Illinois
$742M +$82.2M +12% 11.7% 67.8% 112
PWA
2258
Provenance Wealth Advisors
Florida
$742M +$123M +20% 10.5% 623
GWM
2259
GDS Wealth Management
Texas
$742M +$106M +17% 10.6% 45.8% 136
CIPU
2260
Caledonia Investments plc (UK)
United Kingdom
$741M +$59.2M +9% 7.82% 81% 13
SGCA
2261
Steel Grove Capital Advisors
Tennessee
$740M -$8.33M -1% 10.6% 76.8% 212
SFO
2262
Stokes Family Office
Louisiana
$740M -$112M -13% 9.7% 54.1% 353
LOAMS
2263
Lombard Odier Asset Management (Switzerland)
Switzerland
$740M +$121M +20% 12.5% 103% 178
SGK
2264
Steigerwald Gordon & Koch
Virginia
$739M +$83.5M +13% 11.3% 63% 121
HR
2265
Hardy Reed
Mississippi
$738M +$187M +34% 10.9% 57.4% 123
RA
2266
Rodgers & Associates
Pennsylvania
$737M +$75.7M +11% 11.4% 43% 91
TIM
2267
Tortoise Investment Management
New York
$737M +$65.6M +10% 8.34% 30.9% 829
TFA
2268
Toth Financial Advisory
Virginia
$737M +$80.4M +12% 12.8% 72.9% 807
SCM
2269
SOL Capital Management
Maryland
$737M +$91.1M +14% 11.9% 58.3% 306
OQS
2270
Occudo Quantitative Strategies
Florida
$736M -$37.3M -5% 17.2% 77.5% 1,298
WA
2271
WFM Asia
British Virgin Islands
$735M -$91.5M -11% 1.62% 72% 10
JAG
2272
Journey Advisory Group
Kentucky
$734M +$68.8M +10% 9.27% 54.5% 221
TVAMP
2273
Tennessee Valley Asset Management Partners
Tennessee
$733M +$429M +141% 10.1% 51.2% 827
BHB
2274
Bank Hapoalim BM
Israel
$731M +$114M +18% 12.2% 63.2% 151
FC
2275
Forte Capital
New York
$731M +$81.5M +13% 12.1% 98.3% 230