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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BIA
2576
Biondo Investment Advisors
Pennsylvania
$588M +$57.5M +11% 12.5% 102% 87
PDM
2577
Penn Davis McFarland
Texas
$588M +$17M +3% 11.7% 63.6% 49
HFS
2578
Heritage Financial Services
Massachusetts
$588M +$75.6M +15% 7.65% 29.8% 99
GPP
2579
Great Point Partners
Connecticut
$587M +$55.1M +10% 39.6% 169% 50
WF
2580
WoodTrust Financial
Wisconsin
$586M +$62.7M +12% 11.4% 59.4% 173
SWA
2581
Strategies Wealth Advisors
Michigan
$585M +$76.3M +15% 10.5% – 91
RA
2582
RR Advisors
Texas
$584M +$6.33M +1% 2.72% 105% 21
SFA
2583
Souders Financial Advisors
Ohio
$584M +$63.3M +12% 9% 49.3% 160
RCG
2584
Resource Consulting Group
Florida
$584M +$68.8M +13% 10.2% – 71
CAC
2585
Core Alternative Capital
Georgia
$583M -$65M -10% 10.3% 54.6% 384
CSPAM
2586
Cary Street Partners Asset Management
Virginia
$583M +$48M +9% 9.84% 25.3% 207
RC
2587
RBO & Co
California
$583M +$32.4M +6% 9.03% 28.9% 57
TFA
2588
Teamwork Financial Advisors
Texas
$583M -$29.8M -5% 10.2% 106% 224
SLT
2589
St Louis Trust
Missouri
$581M +$49.9M +9% 10.6% 51.4% 108
NG
2590
Norden Group
Utah
$581M +$277M +91% 6.32% – 304
TCOT
2591
Trust Company of Toledo
Ohio
$581M +$72M +14% 11.4% 72.2% 224
1SP
2592
140 Summer Partners
New York
$580M +$67.8M +13% 14.8% 118% 14
AF
2593
Atlas FRM
Connecticut
$580M -$25.1M -4% 8.8% 44.2% 12
MFWP
2594
Mosaic Family Wealth Partners
Missouri
$580M +$80.7M +16% 11.3% – 200
GIM
2595
Greylin Investment Management
Virginia
$578M +$21.8M +4% 6.77% 52.1% 76
MFT
2596
Moisand Fitzgerald Tamayo
Florida
$578M +$104M +22% 10.2% 35.1% 831
SFBLI
2597
Southern Farm Bureau Life Insurance
Mississippi
$578M +$13.5M +2% 9.88% 43.8% 15
PCS
2598
Personal CFO Solutions
New Jersey
$578M +$71.6M +14% 10.7% 69.7% 553
BCC
2599
Bain Capital Credit
Massachusetts
$577M -$37.7M -6% 3.5% 22.9% 9
PSC
2600
Portman Square Capital
United Kingdom
$577M -$149M -21% 0.43% – 202
102 103
104
105 106