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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AAM
2401
Auxier Asset Management
Oregon
$631M -$13.5M -2% 1.81% 52% 177
FWM
2402
Focused Wealth Management
New York
$630M -$16.5M -3% 4.57% 58.2% 1,094
LIA
2403
LS Investment Advisors
Michigan
$630M -$32.8M -5% 5.92% 68.7% 161
ECA
2404
Endeavour Capital Advisors
Connecticut
$629M -$83M -12% 6.56% 24.3% 67
RWA
2405
RGT Wealth Advisors
Texas
$629M -$26.6M -4% 1.22% 9.35% 357
BPM
2406
Blue Pool Management
Hong Kong
$628M -$149M -19% 15.1% 125% 5
JWBC
2407
J.W. Burns & Co
New York
$628M -$62.5M -9% 3.36% 74.8% 190
PWPCM
2408
Perella Weinberg Partners Capital Management
New York
$628M +$87.9M +16% 2.97% 1.52% 30
LB
2409
Leo Brokerage
Texas
$628M – – 8.21% – 244
MIOT
2410
Massachusetts Institute of Technology
Massachusetts
$627M -$111M -15% 36.2% 139% 12
CBT
2411
Central Bank & Trust
Kentucky
$627M -$21.4M -3% 4.98% 101% 342
RWA
2412
River Wealth Advisors
Pennsylvania
$626M -$18.7M -3% 5.17% 69.8% 228
PA
2413
Planning Alternatives
Michigan
$626M -$22.3M -3% 4.87% 50.3% 50
LFG
2414
Larson Financial Group
Missouri
$626M -$4.32M -0.7% 4.57% 57.2% 1,204
ACM
2415
Academy Capital Management
Texas
$626M -$17.7M -3% 3.67% 85.1% 39
KFP
2416
KMG Fiduciary Partners
Ohio
$625M -$20.8M -3% 3.76% 81.9% 210
VWA
2417
V Wealth Advisors
Kansas
$625M -$57.2M -8% 4.33% 36.6% 481
DWM
2418
Dorchester Wealth Management
Quebec, Canada
$624M +$121M +24% 4.75% 18.3% 165
WP
2419
WealthShield Partners
North Carolina
$624M +$23.6M +4% 2.72% 52.3% 382
KCMH
2420
Kontiki Capital Management (HK)
Hong Kong
$624M -$100M -14% 19.1% 246% 7
TIP
2421
Torray Investment Partners
Maryland
$623M -$54.6M -8% 1.59% 74% 108
AEPLI
2422
AH Equity Partners LSV I
California
$623M -$218M -26% 25.7% – 3
KJHP
2423
K.J. Harrison & Partners
Ontario, Canada
$623M -$84.2M -12% 1.08% 100% 424
WA
2424
Waddell & Associates
Tennessee
$623M -$7.72M -1% 4.23% 146% 138
GC
2425
GPI Capital
New York
$623M -$139M -18% 1.03% 259% 6
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