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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
HIG
2426
Herr Investment Group
Texas
$528M – – 3.86% – 78
GGI
2427
Godsey & Gibb Inc
Virginia
$528M +$402M +320% 13.8% 56.2% 345
ROTUOC
2428
Regents of the University of California
California
$527M +$34.1M +7% 11.8% 76.8% 39
WAG
2429
Winthrop Advisory Group
Massachusetts
$527M +$60.4M +13% 5.37% 62.4% 127
KW
2430
KWB Wealth
California
$526M +$25.2M +5% 7.47% 38.4% 128
QIM
2431
Quantitative Investment Management
Virginia
$526M -$76.3M -13% 5.31% 38.9% 351
TCM
2432
Teza Capital Management
Illinois
$526M +$43M +9% 11.6% 54.6% 755
SLG
2433
Stanley-Laman Group
Pennsylvania
$525M -$2.34M -0.4% 5.61% 60.5% 259
GWM
2434
GDS Wealth Management
Texas
$524M +$74.5M +17% 8.16% 45.8% 118
LCM
2435
Legato Capital Management
California
$524M +$137M +36% 11.3% 149% 869
VCM
2436
Vision Capital Management
Oregon
$523M +$38.9M +8% 7.5% 56.5% 95
MW
2437
MBL Wealth
North Carolina
$523M +$59.1M +13% 6.2% 35.5% 175
WP
2438
WealthShield Partners
North Carolina
$522M +$18M +4% 7.34% 52.3% 319
FEG
2439
Financial Enhancement Group
Indiana
$522M +$89.2M +21% 7.77% 49.9% 342
LPAM
2440
Lodestar Private Asset Management
California
$521M – – 6.55% – 190
DC
2441
Dendur Capital
New York
$521M +$49.3M +10% 15.6% 109% 17
LF
2442
Lannebo Fonder
Sweden
$521M +$19.7M +4% 3.91% 49.8% 36
SVCF
2443
Silicon Valley Community Foundation
California
$520M -$286M -35% 8.26% 309% 23
CFA
2444
Cahill Financial Advisors
Minnesota
$520M +$45.9M +10% 8.75% 44.9% 233
GWANC
2445
Guardian Wealth Advisors (North Carolina)
North Carolina
$520M -$16.4M -3% 5.97% 47.4% 399
CCM
2446
CAAS Capital Management
New York
$520M -$241M -32% 0.27% 2.04% 754
OAM
2447
Ophir Asset Management
Australia
$520M -$29.1M -5% 11.4% 184% 41
RWA
2448
River Wealth Advisors
Pennsylvania
$519M +$55.2M +12% 9.41% 69.8% 211
MA
2449
Madrone Advisors
California
$519M – – 9.37% – 7
BBNA
2450
Bremer Bank National Association
Minnesota
$518M +$69.9M +16% 8.99% 37.4% 215
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