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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HVIA
2276
Hudson Valley Investment Advisors
New York
$730M +$20.9M +3% 12.3% 81.5% 187
LP
2277
LGL Partners
Pennsylvania
$730M +$160M +28% 10.2% 56.7% 102
OP
2278
Oldfield Partners
United Kingdom
$729M +$79.5M +12% 14.7% 63.8% 29
SH
2279
SeaTown Holdings
Singapore
$728M -$352M -33% 9.76% 129% 51
NSEDCP
2280
NJ State Employees Deferred Compensation Plan
New Jersey
$727M +$68.4M +10% 13.9% 98.3% 495
AP
2281
Archon Partners
New Jersey
$726M +$86.3M +14% 13.4% 105% 44
TFA
2282
Transamerica Financial Advisors
Florida
$724M -$14.6M -2% 9.77% 50.1% 667
MFA
2283
Mayflower Financial Advisors
Massachusetts
$724M +$55.7M +8% 8.31% 53.2% 362
CWM
2284
Curi Wealth Management
North Carolina
$724M +$71.8M +11% 10.2% 16.3% 170
PL
2285
Parthenon LLC
Kentucky
$723M +$56.9M +9% 9.37% 71.4% 117
GIC
2286
GFI Investment Counsel
Ontario, Canada
$723M +$67.6M +10% 16.1% 91.7% 17
AFG
2287
Atomi Financial Group
New York
$723M +$423M +141% 24.7% – 633
SWS
2288
SYSTM Wealth Solutions
Illinois
$722M +$71.3M +11% 11.5% – 1,088
CA
2289
CGN Advisors
Kansas
$722M -$21M -3% 8.78% 35.7% 268
BBI
2290
Baxter Bros Inc
Connecticut
$722M +$63.1M +10% 11.2% 77.5% 157
SWC
2291
Spectrum Wealth Counsel
Indiana
$722M – – 12% – 332
HPM
2292
H. Partners Management
New York
$721M +$47M +7% 9.55% 1.93% 3
CFG
2293
CKW Financial Group
Hawaii
$720M +$64.2M +10% 10.7% 55.5% 236
CG
2294
Cutler Group
California
$720M +$93.9M +15% 10.7% 39.6% 2,175
CWM
2295
Cabot Wealth Management
Massachusetts
$719M +$66.7M +10% 11.8% 70.4% 147
AH
2296
Allen Holding
New York
$718M +$1.89M +0.3% 8.6% 125% 17
NA
2297
Nottingham Advisors
New York
$717M +$70M +11% 8.72% 36.7% 138
ICP
2298
Ilex Capital Partners
United Kingdom
$716M – – 7.97% – 16
MC
2299
MIG Capital
California
$716M +$176M +33% 18.7% 92% 17
WFAG
2300
Wescott Financial Advisory Group
Pennsylvania
$714M +$167M +31% 9.68% 45.4% 170
90 91
92
93 94