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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WIP
2751
Wellesley Investment Partners
Massachusetts
$252M -$73.7M -23% 11% 22.7% 128
IC
2752
Intersect Capital
California
$251M -$47.5M -16% 15% 57% 186
WA
2753
Waddell & Associates
Tennessee
$251M -$83.9M -25% 20.4% 146% 27
HFA
2754
High Falls Advisors
New York
$251M -$105M -29% 14.6% 43.7% 101
TC
2755
TwinBeech Capital
New York
$251M -$94.7M -27% 22.6% 6.49% 546
WCP
2756
Welch Capital Partners
New York
$250M -$88.2M -26% 19.1% 69.2% 30
RSS
2757
Rosenblum Silverman Sutton
California
$250M -$23.7M -9% 4.85% 154% 70
RWA
2758
River Wealth Advisors
Pennsylvania
$250M -$45.4M -15% 20.2% 69.8% 174
II
2759
Inspire Investing
Idaho
$250M -$28.5M -10% 22.1% 68% 855
BC
2760
Brio Consultants
California
$250M -$47M -16% 13.4% 35.7% 78
MCG
2761
McCollum Christoferson Group
New York
$250M -$47.1M -16% 12.4% 50.6% 72
TPCM
2762
Three Peaks Capital Management
Colorado
$250M -$129M -34% 20.9% 84.6% 104
HFM
2763
Hartford Financial Management
Connecticut
$250M -$69.9M -22% 18.2% 58.6% 374
WAG
2764
Winthrop Advisory Group
Massachusetts
$250M -$27.5M -10% 14.9% 62.4% 104
SVCP
2765
Silicon Valley Capital Partners
California
$250M -$46.3M -16% 14.5% 87.7% 43
AAA
2766
Adams Asset Advisors
Texas
$250M -$325M -57% 36.4% 26.3% 94
RP
2767
Rowlandmiller & Partners
Georgia
$250M -$72.1M -22% 18.5% 54.2% 164
DC
2768
Derby & Company
Massachusetts
$249M -$18.2M -7% 19.2% 33.7% 64
MWM
2769
Madison Wealth Management
Ohio
$249M -$99M -28% 19.5% 34.9% 157
PCP
2770
Polunin Capital Partners
United Kingdom
$249M -$115M -32% 23.7% 241% 20
WFI
2771
West Family Investments
California
$249M -$159M -39% 36% 62.2% 92
TP
2772
TenCore Partners
New York
$248M +$28.7M +13% 10.6% 150% 16
SIG
2773
Sky Investment Group
Connecticut
$248M -$57.1M -19% 16.8% 60.7% 101
WCWM
2774
Wooster Corthell Wealth Management
Connecticut
$248M +$7.31M +3% 14.9% 39.1% 55
CICI
2775
Capital Investment Counsel Inc
North Carolina
$248M -$62.4M -20% 15.2% 118% 186