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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
RCA
2426
Resonant Capital Advisors
Wisconsin
$665M +$90M +16% 7.52% 39.1% 213
SAM
2427
Sectoral Asset Management
Quebec, Canada
$664M -$538M -45% 1.29% 79.3% 142
CIC
2428
Cutler Investment Counsel
Oregon
$664M +$30.9M +5% 6.01% 44.9% 98
LOIM
2429
Liberty One Investment Management
Illinois
$664M +$78.4M +13% 10.8% 32.7% 152
RA
2430
Rodgers & Associates
Pennsylvania
$664M +$49.1M +8% 6.73% 43% 94
CFD
2431
Creative Financial Designs
Indiana
$664M +$59.1M +10% 4.97% 40.7% 1,526
LIA
2432
LS Investment Advisors
Michigan
$663M -$114M -15% 13% 68.7% 168
NEWAS
2433
N.E.W. Advisory Services
Wisconsin
$662M +$48.4M +8% 5.35% 41% 140
BCC
2434
Biglari Capital Corp
Texas
$660M -$66.8M -9% 9.62% 91.6% 14
SFM
2435
Signet Financial Management
New Jersey
$660M +$81M +14% 8.78% 63.3% 1,476
MIM
2436
Morningstar Investment Management
Illinois
$660M +$60.2M +10% 3.22% 44.6% 47
C
2437
Chescapmanager
Maryland
$659M +$12.4M +2% 3.49% 99.3% 68
RBCM
2438
Raub Brock Capital Management
California
$658M +$0 0% 13.6% 62.2% 66
HI
2439
Hendershot Investments
Virginia
$658M +$128M +24% 10.9% 62.8% 152
SCA
2440
Stillwater Capital Advisors
Pennsylvania
$657M +$50.3M +8% 11.9% 115% 77
LC
2441
Lindbrook Capital
California
$657M +$275M +72% 7.35% 35.8% 2,273
HAM
2442
Hillcrest Asset Management
Texas
$656M -$42.7M -6% 7.9% 97.2% 65
WAM
2443
Wallington Asset Management
Indiana
$656M +$54.7M +9% 8% 58.6% 83
CET
2444
Clean Energy Transition
United Kingdom
$656M 5.62% 168% 13
CFG
2445
CKW Financial Group
Hawaii
$656M +$7.75M +1% 6.93% 55.5% 247
RWA
2446
RGT Wealth Advisors
Texas
$655M +$149M +29% 5.32% 9.35% 350
RCM
2447
Ratan Capital Management
Florida
$655M -$119M -15% 4.26% 417% 168
ASP
2448
Adams Street Partners
Illinois
$655M -$124M -16% 21.2% 263% 36
DGM
2449
Darwin Global Management
Jersey
$655M +$111M +20% 27.1% 6,054% 17
CIPU
2450
Caledonia Investments plc (UK)
United Kingdom
$654M +$81.6M +14% 7.69% 81% 12