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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
NCM
2451
Nellore Capital Management
California
$735M -$30.6M -4% 2.66% 162% 19
HI
2452
Hendershot Investments
Virginia
$735M +$993K +0.1% 1.18% 62.8% 133
HFS
2453
Howard Financial Services
Texas
$734M -$734K -0.1% 1.37% 40.7% 199
MWA
2454
Monograph Wealth Advisors
California
$734M -$22.2M -3% 1.73% 58.4% 124
TAMH
2455
Taikang Asset Management (HK)
Hong Kong
$734M +$53.6M +8% 1.19% 114% 119
GIP
2456
Greatmark Investment Partners
Georgia
$733M -$1.03M -0.1% 0.78% 63.2% 145
BWP
2457
BlueStem Wealth Partners
Minnesota
$733M -$28.4M -4% 2.15% 113
TCM
2458
TCG Crossover Management
California
$733M -$290M -28% 20.7% 997% 38
MBTD
2459
Mechanics Bank - Trust Department
California
$733M -$17.5M -2% 1.59% 57.8% 230
CWMK
2460
Caliber Wealth Management (Kansas)
Kansas
$733M 2% 254
I
2461
INVST
Indiana
$733M -$90.2M -11% 1.66% 27.4% 342
FACM
2462
Forest Avenue Capital Management
Florida
$732M -$332M -31% 6.68% 25
EFG
2463
Everhart Financial Group
Ohio
$731M +$245M +51% 2.63% 95.7% 351
AIA
2464
Arbor Investment Advisors
North Carolina
$731M +$21.5M +3% 0.26% 34.7% 117
VIM
2465
Vancity Investment Management
British Columbia, Canada
$730M 1.36% 73
AAA
2466
Adams Asset Advisors
Texas
$729M -$49.5M -6% 0.88% 26.3% 80
MCM
2467
Mainstay Capital Management
Michigan
$729M +$71.8M +11% 0.56% 89.8% 117
HIGP
2468
Hill Investment Group Partners
Missouri
$728M -$18.1M -2% 0.06% 33.5% 82
SP
2469
ShawSpring Partners
Massachusetts
$728M -$27.2M -4% 8.5% 50.2% 12
CPC
2470
Consolidated Planning Corp
Georgia
$726M -$8.33M -1% 1.15% 72.9% 222
AIC
2471
AWM Investment Company
New York
$726M -$94.9M -12% 7.89% 340% 104
TFA
2472
Teamwork Financial Advisors
Texas
$726M -$41.9M -5% 3.33% 106% 181
CG
2473
Cynosure Group
Utah
$726M +$56.4M +8% 2.91% 56.9% 389
IGGA
2474
Iron Gate Global Advisors
Utah
$725M +$16.4M +2% 1.66% 130% 103
PSC
2475
Portman Square Capital
United Kingdom
$725M +$205M +39% 0.86% 184