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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TWA
2401
TCI Wealth Advisors
Arizona
$637M +$60.5M +11% 0.78% 51.5% 2,681
MW
2402
Marcum Wealth
Ohio
$636M +$20.3M +3% 1.53% 20% 388
BCA
2403
Berman Capital Advisors
Georgia
$636M +$7.43M +1% 0.29% 48.2% 2,331
ECM
2404
Estabrook Capital Management
New York
$635M -$23.1M -4% 0.02% 64.6% 332
SMG
2405
Spectrum Management Group
Indiana
$635M +$65.9M +12% 1.09% 44% 421
AI
2406
AdvisorShares Investments
Maryland
$634M -$94.7M -13% 2.25% 67.7% 244
TLIC
2407
Taiyo Life Insurance Company
Japan
$634M +$324K +0.1% 0.05% 72.1% 5
CIC
2408
Cutler Investment Counsel
Oregon
$634M -$6.1M -1% 1.02% 44.9% 94
GLLW
2409
Graves Light Lenhart Wealth
Virginia
$633M +$9.67M +2% 0.57% 33.1% 790
I
2410
INVST
Indiana
$633M +$22.2M +4% 0.92% 27.4% 203
CPI
2411
Crestview Partners III
New York
$633M -$39.5M -6% 5.65% 40.4% 2
CIM
2412
Chiron Investment Management
New York
$632M -$198M -24% 1.47% 104% 135
BMM
2413
Berkshire Money Management
Massachusetts
$630M +$8.37M +1% 0.4% 47.8% 29
JA
2414
JLB & Associates
Michigan
$630M -$12.1M -2% 1.43% 68.1% 78
SM
2415
Sunriver Management
Connecticut
$629M +$41.5M +7% 5% 23% 26
DWM
2416
Darwin Wealth Management
Florida
$625M +$11M +2% 0.36% 46.1% 184
WC
2417
Whitney & Co
New York
$625M -$28K -0% 0.73% 84.9% 133
PCMF
2418
Private Capital Management (Florida)
Florida
$625M -$814K -0.1% 0.14% 117% 64
FVWA
2419
Foster Victor Wealth Advisors
South Carolina
$625M +$26.2M +4% 0.79% 58.7% 152
BBI
2420
Baxter Bros Inc
Connecticut
$625M -$6.36M -1% 0.06% 77.5% 141
RWA
2421
Ropes Wealth Advisors
Massachusetts
$624M -$8.14M -1% 6.77% 71% 281
ACA
2422
Atlas Capital Advisors
Wyoming
$624M +$26.6M +4% 0.77% 70.1% 994
CCFM
2423
Clear Creek Financial Management
Washington
$623M -$23.5M -4% 1.61% 55.7% 381
RFM
2424
Royal Fund Management
Florida
$622M +$18M +3% 1.03% 58.1% 200
VCM
2425
Violich Capital Management
California
$622M +$25.9M +4% 1.4% 68.6% 127