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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
DP
2276
Dundas Partners
United Kingdom
$428M +$21.9M +5% 6.83% 79.9% 32
WDL
2277
Well Done LLC
Michigan
$428M +$21.2M +5% 4.17% 64.9% 156
BFG
2278
Barber Financial Group
Kansas
$428M -$80.7M -16% 2.52% 39% 156
HAG
2279
HighPoint Advisor Group
Illinois
$427M +$18.6M +5% 4.04% 514
GCM
2280
Glendon Capital Management
California
$427M +$22.1M +5% 8.85% 120% 26
PWM
2281
Perigon Wealth Management
California
$427M -$3.33M -0.8% 3.04% 82.8% 256
GH
2282
Grosvenor Holdings
Illinois
$427M +$75.8M +22% 9.63% 52.8% 18
RC
2283
RBO & Co
California
$426M +$10.2M +2% 4.12% 28.9% 43
AC
2284
Adelphi Capital
United Kingdom
$426M -$56.2M -12% 1.34% 3
RIA
2285
RPG Investment Advisory
California
$425M -$2.18M -0.5% 1.65% 147% 300
RI
2286
RPTC Inc
Wyoming
$425M +$3.82M +0.9% 0.57% 63.6% 11
PAM
2287
Premier Asset Management
Illinois
$424M +$4.34M +1% 2.88% 104% 154
MDSL
2288
M.D. Sass LLC
New York
$424M -$186M -30% 5.89% 59% 58
BAM
2289
Bruderman Asset Management
New York
$424M -$32.2M -7% 6.4% 31.7% 669
CI
2290
CPMG Inc
Texas
$423M +$36.7M +10% 5.78% 1,789% 21
MCM
2291
Masters Capital Management
Georgia
$423M -$126M -23% 0.85% 20% 66
AWE
2292
Avidian Wealth Enterprises
Texas
$423M -$27M -6% 3.92% 47.9% 166
NCM
2293
Nelson Capital Management
California
$423M +$22M +5% 4.76% 115% 361
ECM
2294
Engle Capital Management
Connecticut
$422M +$37.3M +10% 12.6% 309% 26
VFCM
2295
Valley Forge Capital Management
Florida
$422M +$44M +12% 9.9% 137% 9
BIA
2296
Biondo Investment Advisors
Pennsylvania
$422M +$23.2M +6% 4.87% 102% 90
BA
2297
Bristlecone Advisors
Washington
$421M +$64.2M +18% 4.8% 78.9% 180
SCM
2298
Schneider Capital Management
Pennsylvania
$421M -$17M -4% 8.02% 52.5% 48
CI
2299
Capital International
California
$421M +$3.12M +0.7% 3.4% 159% 140
CRM
2300
Cardano Risk Management
Netherlands
$421M +$22M +6% 4.63% 138% 4