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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GP
2701
Girard Partners
Pennsylvania
$207M +$30.6M +17% 6.99% 25.7% 171
III
2702
Independent Investors Inc
New York
$207M +$5.64M +3% 5.24% 63.9% 83
DA
2703
Dillon & Associates
Michigan
$207M +$6.96M +3% 5.72% 121% 72
SAM
2704
Shikiar Asset Management
New York
$206M +$12.8M +7% 4.2% – 96
NGA
2705
Naples Global Advisors
Florida
$206M +$11.8M +6% 5.87% 57% 226
F
2706
Filament
Washington
$206M +$17.4M +9% 1.99% 46.9% 61
CL
2707
CIM LLC
New York
$206M +$7.87M +4% 5.27% 116% 84
ACA
2708
Abdiel Capital Advisors
New York
$206M – – 0.95% 109% 8
RIG
2709
Renaissance Investment Group
Massachusetts
$206M +$13.4M +7% 6.21% 91.8% 81
WFG
2710
Windsor Financial Group
Minnesota
$206M -$2.3M -1% 4.67% 15.3% 82
SFM
2711
Signature Financial Management
Virginia
$205M +$42.8M +26% 2.46% 20.7% 116
HF
2712
Hoxton Financial
West Virginia
$205M -$5.05M -2% 3.7% 15.3% 405
WFC
2713
West Face Capital
Ontario, Canada
$205M -$36.1M -15% 7.01% 10.9% 5
FFWA
2714
FRG Family Wealth Advisors
Washington
$205M – – 7.26% 82.7% 121
FIM
2715
Friedberg Investment Management
Texas
$205M -$4.38M -2% 4.42% 44.7% 96
CWM
2716
Confluence Wealth Management
Oregon
$205M +$20.1M +11% 4.21% 31.9% 135
AC
2717
Alley Company
Illinois
$205M +$10.9M +6% 5.78% 88.2% 80
AWE
2718
Avidian Wealth Enterprises
Texas
$205M +$44.9M +28% 4.88% 47.9% 52
ANRIA
2719
American National Registered Investment Advisor
Texas
$205M +$13M +7% 6.72% 95.9% 255
SCC
2720
Second Curve Capital
Pennsylvania
$205M -$17M -8% 2.02% 159% 23
DOA
2721
D'Orazio & Associates
Virginia
$205M +$7.5M +4% 3.32% 54.9% 342
SHWM
2722
Smith & Howard Wealth Management
Georgia
$205M -$2.99M -1% 3.94% 33.7% 69
BREA
2723
Barings Real Estate Advisers
Connecticut
$205M +$22.2M +12% 7.39% 49.6% 36
DAM
2724
Doheny Asset Management
California
$205M +$11.7M +6% 7.76% 131% 114
OSNBOA
2725
Old Second National Bank of Aurora
Illinois
$204M +$5.63M +3% 6.7% 76.9% 348
107 108
109
110 111