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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WA
2426
Wealth Alliance
New York
$521M +$31.9M +7% 13.2% 68.4% 509
GIP
2427
Greatmark Investment Partners
Georgia
$521M -$87.3M -14% 15% 63.2% 140
MS
2428
Mizuho Securities
Japan
$520M +$59.7M +13% 37% 192% 222
KW
2429
KWB Wealth
California
$519M -$80.8M -13% 12.9% 38.4% 119
ECA
2430
Endeavour Capital Advisors
Connecticut
$518M -$111M -18% 14.3% 24.3% 57
SG
2431
Standard General
New York
$518M -$186M -26% 22.5% 76% 7
CWM
2432
Curi Wealth Management
North Carolina
$518M -$59.9M -10% 12.8% 16.3% 753
GIM
2433
Greylin Investment Management
Virginia
$518M -$64.7M -11% 9.69% 52.1% 88
CET
2434
Clean Energy Transition
United Kingdom
$517M -$70.3M -12% 12.6% 168% 14
EWM
2435
Evermay Wealth Management
Virginia
$515M -$81.2M -14% 12.2% 53.1% 580
AWM
2436
Absher Wealth Management
North Carolina
$514M -$71.4M -12% 13.9% 57.5% 55
SFP
2437
Shepherd Financial Partners
Massachusetts
$514M -$46.5M -8% 13.7% 59.8% 171
EFSCE
2438
Enterprise Financial Services Corp (EFSC)
Missouri
$513M -$96M -16% 11.4% 71.6% 317
DIA
2439
Dean Investment Associates
Ohio
$513M -$44.5M -8% 7.24% 31.8% 237
RA
2440
RR Advisors
Texas
$513M -$66.7M -12% 10.5% 105% 24
LC
2441
L1 Capital
Australia
$513M -$313M -38% 21.2% 101% 17
ICA
2442
Infrastructure Capital Advisors
New York
$512M -$93M -15% 3.85% 35.5% 110
WA
2443
Wealth Architects
California
$512M -$76.6M -13% 13.7% 51.5% 214
FFS
2444
Founders Financial Securities
Maryland
$512M -$52.9M -9% 10.5% 52.4% 305
NAM
2445
NTV Asset Management
West Virginia
$511M -$85.1M -14% 12.2% 74.3% 263
MCMU
2446
MIC Capital Management (UK)
United Kingdom
$511M -$2.62M -0.5% 17.8% 61.7% 28
TIM
2447
Tortoise Investment Management
New York
$510M -$30.2M -6% 11.4% 30.9% 760
IDA
2448
Intelligence Driven Advisers
California
$509M -$37.9M -7% 12.9% 40.3% 104
MAP
2449
Moody Aldrich Partners
Massachusetts
$509M -$202M -28% 16.6% 181% 170
VA
2450
VR Adviser
New York
$508M -$109M -18% 12.6% 863% 34