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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FWM
2476
Focused Wealth Management
New York
$566M +$10.9M +2% 2.96% 58.2% 1,053
WIM
2477
WealthPlan Investment Management
Nebraska
$566M +$230M +69% 4.34% 46.3% 380
RIM
2478
Rockbridge Investment Management
New York
$566M -$3.08M -0.5% 4.03% 28.2% 111
GIP
2479
Greatmark Investment Partners
Georgia
$566M -$28.5M -5% 1.36% 63.2% 136
CC
2480
Covalis Capital
United Kingdom
$565M +$103M +22% 11.2% 3.46% 66
KC
2481
Kepos Capital
New York
$565M +$19.2M +4% 1.37% – 399
GA
2482
GRS Advisors
Illinois
$565M +$3.51M +0.6% 5.22% 26.5% 36
SFBLI
2483
Southern Farm Bureau Life Insurance
Mississippi
$565M -$57M -9% 4.03% 43.8% 16
OCG
2484
Opus Capital Group
Ohio
$564M -$13.8M -2% 2.9% 36.8% 126
CWG
2485
Cornerstone Wealth Group
North Carolina
$564M +$12M +2% 3.11% 74% 160
SFC
2486
SYM Financial Corp
Indiana
$563M +$70.1M +14% 4.33% 41.3% 201
IDA
2487
Intelligence Driven Advisers
California
$563M -$7.33M -1% 2.81% 40.3% 101
TIM
2488
Thompson Investment Management
Wisconsin
$563M -$53.3M -9% 5.51% 63.7% 425
PL
2489
Parkwood LLC
Ohio
$562M +$12.7M +2% 0.2% 82.8% 172
ODIJL
2490
One Day In July LLC
Vermont
$562M +$9.4M +2% 4.72% 31.6% 106
CHC
2491
City Holding Co
West Virginia
$561M -$19.5M -3% 2.09% 68.7% 538
AFAS
2492
Acorn Financial Advisory Services
Virginia
$560M -$2.72M -0.5% 2.55% 71.6% 251
RWA
2493
River Wealth Advisors
Pennsylvania
$559M -$30.3M -5% 3.24% 69.8% 213
BEAM
2494
Baker Ellis Asset Management
Washington
$557M -$31.2M -5% 2.99% 59.9% 216
HIC
2495
Hartline Investment Corp
Illinois
$557M -$30M -5% 2.81% 151% 117
GIM
2496
Greylin Investment Management
Virginia
$557M +$2.97M +0.5% 2.53% 52.1% 74
LSPW
2497
Lake Street Private Wealth
Illinois
$556M -$13.2M -2% 2.24% 80.4% 305
NFT
2498
Nan Fung Trinity
Hong Kong
$555M +$149M +37% 2.78% 32.3% 33
MSAM
2499
Moloney Securities Asset Management
Missouri
$555M -$10.6M -2% 2.05% 63.5% 479
GLR
2500
Great Lakes Retirement
Ohio
$555M -$10.8M -2% 2.3% – 236
98 99
100
101 102