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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GA
2676
Gateway Advisory
New Jersey
$490M +$18.3M +4% 0.81% 26% 115
TWP
2677
Total Wealth Planning
Ohio
$489M +$9.09M +2% 3.72% 29.6% 88
EWM
2678
Evermay Wealth Management
Virginia
$489M -$30.2M -6% 3.26% 53.1% 585
BIM
2679
Bridgecreek Investment Management
Oklahoma
$489M -$33M -6% 1.56% 48.4% 100
NPPM
2680
North Point Portfolio Managers
Ohio
$489M -$15.7M -3% 1.34% 69.2% 51
RBC
2681
Roble Belko & Company
Pennsylvania
$489M -$15M -3% 3.47% 41.6% 340
BWA
2682
BlueSky Wealth Advisors
North Carolina
$489M -$8.71M -2% 3.27% 30.2% 81
CCM
2683
Cohen Capital Management
California
$488M -$26.5M -5% 3.12% 58.2% 140
GC
2684
GPI Capital
New York
$488M -$34.1M -7% 0.03% 259% 6
1SAMC
2685
12th Street Asset Management Company
Tennessee
$488M -$8.2M -2% 0.8% 74.6% 34
CIA
2686
Covington Investment Advisors
Pennsylvania
$488M -$12.7M -3% 3.51% 72.5% 78
PG
2687
Proffitt & Goodson
Tennessee
$487M -$19.6M -4% 3.54% 37.8% 236
CNB
2688
Camden National Bank
Maine
$487M -$23.9M -5% 4.65% 50.3% 120
IEFM
2689
IQ EQ Fund Management
Ireland
$487M -$39.5M -8% 4.43% 74% 261
SMH
2690
Sanders Morris Harris
Texas
$487M +$35.2M +8% 0.15% 86.5% 275
FI
2691
Fractal Investments
Connecticut
$487M +$37.6M +8% 6.74% 87.9% 110
RM
2692
Redpoint Management
California
$486M -$155M -24% 10.4% 135% 11
FAG
2693
Financial Advisory Group
Texas
$486M -$20.7M -4% 3.94% 20.5% 93
FPGK
2694
Financial Partners Group (Kansas)
Kansas
$485M -$8.89M -2% 2.74% 49.2% 176
HDIM
2695
Hanson & Doremus Investment Management
Vermont
$485M +$3.94M +0.8% 3.16% 52.1% 462
JPWM
2696
Jamison Private Wealth Management
Georgia
$484M 3.08% 395
DCM
2697
Disciplina Capital Management
Tennessee
$484M -$85.9M -15% 4.12% 20.5% 57
TFO
2698
Tarbox Family Office
California
$483M -$31.5M -6% 4.12% 47.4% 106
JTWM
2699
Jackson Thornton Wealth Management
Alabama
$483M -$14.5M -3% 2.31% 45.1% 46
PP
2700
Paloma Partners
Connecticut
$482M +$49.3M +11% 0.38% 8.76% 524