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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HFS
2426
Heritage Financial Services
Massachusetts
$752M +$55M +8% 5.48% 29.8% 114
ORP
2427
Orion Resource Partners
New York
$752M +$90.2M +14% 19.2% 23
LJAC
2428
L.J. Altfest & Co
New York
$751M +$19.3M +3% 7.92% 48.6% 374
MBTD
2429
Mechanics Bank - Trust Department
California
$751M +$52.2M +7% 6.14% 57.8% 205
DLIC
2430
Daido Life Insurance Company
Japan
$751M -$123M -14% 5.35% 61.5% 6
GWSG
2431
GPS Wealth Strategies Group
Colorado
$751M +$84.7M +13% 4.88% 95.5% 1,457
RWA
2432
River Wealth Advisors
Pennsylvania
$750M +$53M +8% 6.39% 69.8% 209
SGDR
2433
SPX Gestao de Recursos
Brazil
$750M +$89.9M +14% 4.9% 65.9% 115
MIOT
2434
Massachusetts Institute of Technology
Massachusetts
$749M +$110M +17% 16.8% 139% 6
NAM
2435
NTV Asset Management
West Virginia
$748M +$49.2M +7% 6.45% 74.3% 271
SWA
2436
Strategies Wealth Advisors
Michigan
$748M +$61M +9% 6.44% 99
SFC
2437
SYM Financial Corp
Indiana
$747M +$120M +19% 7.08% 41.3% 299
LCG
2438
Luxor Capital Group
New York
$747M +$131M +21% 7.57% 33.6% 53
MSAM
2439
Moloney Securities Asset Management
Missouri
$746M +$54.2M +8% 7.34% 63.5% 528
TC
2440
Toews Corporation
New Jersey
$746M +$140M +23% 4.33% 26% 17
FWM
2441
Focused Wealth Management
New York
$746M +$66.5M +10% 5.75% 58.2% 244
WP
2442
WealthPLAN Partners
Nebraska
$745M -$187M -20% 6.53% 319
CC
2443
Crosslink Capital
California
$745M +$28.4M +4% 13.7% 221% 21
PFGIA
2444
Patriot Financial Group Insurance Agency
Massachusetts
$744M +$65.1M +10% 5.79% 63.4% 520
TWM
2445
Tanager Wealth Management
United Kingdom
$743M +$71.1M +11% 6.59% 34.4% 110
SII
2446
Silchester International Investors
United Kingdom
$743M +$176M +31% 0.02% 54.7% 4
2
2447
2Xideas
Switzerland
$742M -$58.6M -7% 11.1% 70% 57
SSP
2448
Sixth Street Partners
Texas
$742M +$1.27M +0.2% 8.16% 63.4% 18
NCA
2449
Newbrook Capital Advisors
New York
$742M +$61.7M +9% 12.1% 256% 24
GWWM
2450
Great Waters Wealth Management
Minnesota
$742M +$86.8M +13% 6.22% 111