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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SP
2301
Stairway Partners
Illinois
$406M -$975K -0.2% 2.77% 34.7% 10
ECAU
2302
Everett Capital Advisors (UK)
United Kingdom
$406M -$243M -37% 0.82% 7.35% 36
PWM
2303
Perigon Wealth Management
California
$406M +$73.3M +22% 9.32% 82.8% 275
CNB
2304
Camden National Bank
Maine
$406M +$26.5M +7% 6.97% 50.3% 109
CCM
2305
Cobalt Capital Management
New Jersey
$405M -$43.1M -10% 5.85% 182% 56
SM
2306
Scoggin Management
New York
$405M -$50.7M -11% 1.61% 55.5% 41
RC
2307
Roundview Capital
New Jersey
$405M +$23.7M +6% 7% 68.1% 223
AI
2308
Accredited Investors
Minnesota
$405M +$18.1M +5% 5.82% 51% 140
RWA
2309
Ropes Wealth Advisors
Massachusetts
$405M +$34.7M +9% 7.84% 71% 609
LTI
2310
Laffer Tengler Investments
Tennessee
$404M +$12.7M +3% 5.12% 69.4% 207
CM
2311
Columbus Macro
Pennsylvania
$404M +$19M +5% 2.73% 35.4% 130
VCA
2312
Verdence Capital Advisors
Maryland
$403M -$7.99M -2% 6.21% 72.2% 305
CFA
2313
Capstone Financial Advisors
Illinois
$402M +$69.3M +21% 5.45% 45.7% 92
LHC
2314
Lodge Hill Capital
New York
$402M -$106M -21% 0.18% 13.8% 49
MCM
2315
MV Capital Management
Maryland
$402M +$16.6M +4% 4.16% 48.6% 386
EF
2316
Empirical Finance
Pennsylvania
$402M +$7.22M +2% 2.26% 99.7% 174
LIM
2317
Longfellow Investment Management
Massachusetts
$402M -$53.3M -12% 2.13% 46.3% 130
LWAC
2318
Laurel Wealth Advisors (California)
California
$401M +$25.9M +7% 7.13% 33.2% 428
ACM
2319
Academy Capital Management
Texas
$400M -$2.57M -0.6% 6.07% 85.1% 40
SI
2320
Sprott Inc
Ontario, Canada
$400M -$53.2M -12% 7.04% 106% 102
BCM
2321
BHZ Capital Management
California
$400M +$50M +14% 4% 3.05% 135
LI
2322
LVZ Inc
Michigan
$400M +$5.7M +1% 3.39% 38.7% 82
BTNA
2323
Bremer Trust National Association
Minnesota
$399M +$36.3M +10% 6.39% 31.2% 273
SGK
2324
Steigerwald Gordon & Koch
Virginia
$398M +$21.1M +6% 8.27% 63% 92
PG
2325
Proffitt & Goodson
Tennessee
$398M +$165M +71% 3.28% 37.8% 167