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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SC
2326
Sierra Capital
Florida
$866M +$36.4M +4% 4.3% 30.4% 214
AWAG
2327
ARS Wealth Advisors Group
Florida
$866M +$159M +22% 9.47% 62.3% 193
HT
2328
Heritage Trust
Oklahoma
$866M +$41.1M +5% 7.42% – 312
EFG
2329
Everhart Financial Group
Ohio
$865M +$134M +18% 12.7% 95.7% 355
BCC
2330
Biglari Capital Corp
Texas
$865M +$156M +22% 27.6% 91.6% 13
NOCM
2331
Night Owl Capital Management
Connecticut
$865M +$64.8M +8% 24.3% 169% 32
PHP
2332
Parkman Healthcare Partners
Connecticut
$864M +$21.2M +3% 6.59% 258% 103
PP
2333
Prospector Partners
Connecticut
$862M -$13.8M -2% 3.83% 60.3% 99
SL
2334
SWF LLC
Nebraska
$861M +$503M +141% 2.32% 94.7% 6
AF
2335
Atlas FRM
Connecticut
$859M -$74.3M -8% 12.3% 44.2% 9
CA
2336
Cortland Associates
Missouri
$857M +$24.1M +3% 7.33% 103% 60
RPC
2337
Rossmore Private Capital
Connecticut
$857M +$44.3M +5% 6.93% 61.8% 265
TFA
2338
Toth Financial Advisory
Virginia
$856M +$26.6M +3% 8.01% 72.9% 801
IP
2339
Isthmus Partners
Wisconsin
$856M +$57.3M +7% 8.85% 54.1% 228
SSWM
2340
Sheets Smith Wealth Management
North Carolina
$855M +$49.9M +6% 7.65% 55.4% 411
MSA
2341
Mason Street Advisors
Wisconsin
$855M +$68.4M +9% 3.57% 30.2% 15
RZH
2342
Relyea Zuckerberg Hanson
Connecticut
$853M +$111M +15% 11.8% 71.5% 273
RCG
2343
Rock Creek Group
District of Columbia
$853M +$8.61M +1% 4.58% 40% 61
CF
2344
Cypress Funds
California
$853M +$134M +19% 13.6% 202% 16
CWP
2345
Curated Wealth Partners
California
$853M +$79.8M +10% 10.3% – 169
ACM
2346
Ashford Capital Management
Delaware
$851M +$75.6M +10% 11.9% 111% 108
CFG
2347
Cooper Financial Group
California
$850M +$91.1M +12% 10.8% 64.8% 417
HWA
2348
HCR Wealth Advisors
California
$850M +$81.6M +11% 11.1% 74.6% 245
TCM
2349
Tran Capital Management
California
$850M +$106M +14% 22.4% 101% 71
PGA
2350
Portland Global Advisors
Maine
$849M +$55.7M +7% 7.88% 37.2% 141
92 93
94
95 96