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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IF
2576
Intrua Financial
Texas
$559M -$10.1M -2% 0.83% 53.4% 411
KWM
2577
Kanen Wealth Management
Florida
$558M +$269M +93% 4.91% 137% 26
DIA
2578
Dean Investment Associates
Ohio
$558M -$9.93M -2% 0.59% 31.8% 238
TI
2579
Truxt Investmentos
Brazil
$557M +$185M +50% 2.99% 75.7% 14
RB
2580
Rodgers Brothers
Pennsylvania
$557M -$4.85M -0.9% 1.2% 52% 215
DSAM
2581
Dock Street Asset Management
Florida
$557M -$50.1M -8% 5.34% 227% 82
FAAM
2582
First Ascent Asset Management
Colorado
$556M +$31.4M +6% 5.59% 4.18% 41
BEP
2583
Bluescape Energy Partners
Texas
$556M -$72.4M -12% 2.1% 65.6% 3
FC
2584
FORA Capital
Florida
$555M +$297M +115% 0.78% 97.4% 671
TIS
2585
Tortoise Index Solutions
Kansas
$554M +$100M +22% 18.4% 52.2% 111
AWM
2586
Avitas Wealth Management
California
$554M -$42.1M -7% 4.18% 56.2% 222
IAIM
2587
International Assets Investment Management
Florida
$554M -$18.9M -3% 3.08% 74.5% 601
SCM
2588
SKBA Capital Management
California
$554M +$23M +4% 6.48% 54.2% 85
SCM
2589
SOL Capital Management
Maryland
$554M +$487K +0.1% 4.81% 58.3% 272
HCA
2590
Heck Capital Advisors
Wisconsin
$553M +$2.48M +0.5% 3.81% 38.8% 136
LSPW
2591
Lake Street Private Wealth
Illinois
$553M -$14.6M -3% 2.66% 80.4% 356
MIC
2592
Means Investment Company
Maine
$552M -$9.36M -2% 4.54% 88.9% 205
HCP
2593
Holt Capital Partners
Texas
$552M -$16.5M -3% 2.32% 50% 164
HAM
2594
HHR Asset Management
New Jersey
$552M -$286M -34% 17.7% 76.3% 36
TW
2595
TrinityPoint Wealth
Connecticut
$552M -$11.1M -2% 3.63% 28.5% 330
MAM
2596
Mark Asset Management
New York
$552M -$139M -20% 4.75% 243% 53
CNB
2597
Camden National Bank
Maine
$552M -$17.4M -3% 3.12% 50.3% 157
PG
2598
Proffitt & Goodson
Tennessee
$551M -$18.1M -3% 5.07% 37.8% 288
VF
2599
Vest Financial
Virginia
$551M +$90.6M +20% 1.52% 39.7% 66
T
2600
TCWP
Ohio
$550M +$46M +9% 3.02% – 1,978
102 103
104
105 106