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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SS
2301
Sunbelt Securities
Texas
$622M +$110M +21% 7.95% 73.8% 1,652
GKFF
2302
George Kaiser Family Foundation
Oklahoma
$621M -$56.9M -8% 9.32% 68.4% 49
WP
2303
WealthShield Partners
North Carolina
$620M +$98.3M +19% 5.83% 52.3% 494
KWM
2304
Keebeck Wealth Management
Illinois
$620M +$50.9M +9% 5.69% 66.9% 263
SMA
2305
Sage Mountain Advisors
Georgia
$620M +$180M +41% 7.7% 61.7% 411
CWM
2306
C2C Wealth Management
Arizona
$620M +$42.8M +7% 6.02% 83.9% 243
LFCM
2307
Long Focus Capital Management
Puerto Rico
$620M +$13.3M +2% 1.65% 43.5% 117
PNAA
2308
Pictet North America Advisors
Switzerland
$619M +$38.3M +7% 11.7% 67.7% 142
WA
2309
Wealth Alliance
New York
$617M +$54.1M +10% 8.95% 68.4% 540
SC
2310
Sierra Capital
Florida
$616M +$31.8M +5% 3.71% 30.4% 672
CHP
2311
Cable Hill Partners
Oregon
$615M +$56.3M +10% 6.35% 20.3% 223
TF
2312
Tompkins Financial
New York
$614M -$18.4M -3% 3.3% 60.8% 651
AFA
2313
American Financial Advisors
Georgia
$614M +$24.2M +4% 5.4% 41% 129
NA
2314
Nordwand Advisors
Pennsylvania
$614M -$188M -23% 5.36% 141
CFG
2315
CKW Financial Group
Hawaii
$613M +$18.9M +3% 6.62% 55.5% 207
FPCP
2316
Fort Point Capital Partners
California
$613M +$43.9M +8% 5.8% 51.4% 275
TCM
2317
Twele Capital Management
Minnesota
$612M +$2.56M +0.4% 4.6% 27.9% 40
GIG
2318
Goodnow Investment Group
Connecticut
$612M -$12.1M -2% 8.44% 236% 18
AG
2319
Avala Global
New York
$611M +$335M +121% 32.3% 15
WMIG
2320
White Mountains Insurance Group
New Hampshire
$611M +$109M +22% 25.1% 85.7% 2
VCM
2321
Virtue Capital Management
Tennessee
$611M -$44M -7% 4.17% 53.6% 454
SWPG
2322
Strategic Wealth Partners Group
Illinois
$611M +$140M +30% 6.68% 60
SCM
2323
SOL Capital Management
Maryland
$610M +$45.1M +8% 6.38% 58.3% 282
LG
2324
LaFleur & Godfrey
Michigan
$610M +$10.5M +2% 6.15% 81.9% 128
WCM
2325
Wallace Capital Management
Texas
$610M -$28.2M -4% 0.88% 40.3% 66