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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWA
2651
Monograph Wealth Advisors
California
$557M +$51.6M +10% 10.9% 58.4% 139
ECM
2652
Exchange Capital Management
Michigan
$557M +$27.2M +5% 11.5% 57.8% 186
ZAM
2653
Zevin Asset Management
Massachusetts
$557M +$59.5M +12% 8.74% 71.3% 94
HS
2654
Hazelview Securities
Ontario, Canada
$557M +$6.75M +1% 16.5% – 53
CG
2655
Cynosure Group
Utah
$556M +$230M +71% 9.74% 56.9% 158
MAP
2656
Moody Aldrich Partners
Massachusetts
$556M +$28.1M +5% 17.6% 181% 230
SG
2657
StepStone Group
California
$556M +$107M +24% 34.9% 180% 28
CIAS
2658
CFS Investment Advisory Services
New Jersey
$555M -$72.2M -12% 8.55% 42.1% 177
IWA
2659
Inspirion Wealth Advisors
Illinois
$555M +$42.1M +8% 8.35% 43.2% 145
SAM
2660
Sompo Asset Management
Japan
$554M +$97.8M +21% 12.7% 70.3% 203
GFP
2661
Gryphon Financial Partners
Ohio
$554M +$134M +32% 11.3% 75.9% 247
RCM
2662
Redwood Capital Management
New York
$552M +$19.9M +4% 17.1% 89.9% 23
TW
2663
TrinityPoint Wealth
Connecticut
$552M +$50M +10% 10.5% 28.5% 303
JC
2664
Joho Capital
New York
$552M +$107M +24% 16.6% 130% 19
TWP
2665
Total Wealth Planning
Ohio
$551M +$62M +13% 8.48% 29.6% 92
DA
2666
Dillon & Associates
Michigan
$551M +$31.7M +6% 10% 121% 80
IAM
2667
Iridian Asset Management
Connecticut
$551M +$57.4M +12% 9.93% 57.1% 53
CIA
2668
Covington Investment Advisors
Pennsylvania
$551M +$62.9M +13% 11.6% 72.5% 77
CFG
2669
Cooper Financial Group
California
$550M +$134M +32% 9.49% 64.8% 359
TWM
2670
Tanager Wealth Management
United Kingdom
$550M +$67.5M +14% 7.77% 34.4% 87
MSS
2671
Mitchell Sinkler & Starr
Pennsylvania
$550M +$225M +69% 9.9% 63% 204
JSC
2672
J. Stern & Co
United Kingdom
$549M – – 14.7% – 36
AGA
2673
Arkos Global Advisors
Texas
$549M +$58.3M +12% 8.38% 31.4% 113
MC
2674
Minot Capital
Colorado
$549M +$58.2M +12% 9.73% 19.6% 13
NPPM
2675
North Point Portfolio Managers
Ohio
$549M +$59.6M +12% 14.1% 69.2% 56
105 106
107
108 109