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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HL
2926
HeadInvest LLC
Maine
$481M +$20.4M +4% 9.76% 53.3% 751
FTIS
2927
First Trust Investment Solutions
Florida
$480M 11% 228
ECM
2928
EagleClaw Capital Management
Massachusetts
$480M +$39.6M +9% 9.54% 108% 128
CT
2929
Colonial Trust
South Carolina
$480M +$75.4M +19% 10.1% 64.5% 1,023
MAWA
2930
Moss Adams Wealth Advisors
Washington
$480M +$187M +64% 10.1% 185
HM
2931
HCEP Management
Hong Kong
$480M +$93.9M +24% 13.9% 104% 18
CPI
2932
Crestview Partners II
New York
$480M -$199M -29% 5.47% 148% 3
FTC
2933
Farmers Trust Company
Ohio
$479M +$46.1M +11% 10.2% 67.2% 166
KFAA
2934
Klaas Financial Asset Advisors
Illinois
$479M +$37.9M +9% 8.52% 28.8% 49
FRA
2935
Frank Rimerman Advisors
California
$479M +$65.8M +16% 14.5% 116% 318
RF
2936
Rollins Financial
Georgia
$479M +$70.2M +17% 13.6% 115
RFA
2937
Rollins Financial Advisors
New York
$479M 13.6% 97
HPCM
2938
Hunter Perkins Capital Management
Illinois
$479M +$13.7M +3% 10.9% 31.9% 129
DWA
2939
Divergent Wealth Advisors
Utah
$478M +$38.3M +9% 8.39% 14.7% 35
MSWMA
2940
Market Street Wealth Management Advisors
Indiana
$478M +$87M +22% 7.9% 31.6% 105
SAIG
2941
Semper Augustus Investments Group
Colorado
$478M +$60.6M +15% 12.8% 66.5% 35
RBCM
2942
Raub Brock Capital Management
California
$477M -$25.9M -5% 11.5% 62.2% 74
MAA
2943
Mraz Amerine & Associates
California
$477M +$33.6M +8% 7.54% 61.8% 183
BSSFA
2944
Baron Silver Stevens Financial Advisors
Florida
$477M +$34.8M +8% 9.6% 43.1% 119
TCM
2945
Tufton Capital Management
Maryland
$477M +$28.5M +6% 10.1% 52.5% 125
WPI
2946
Walter Public Investments
Canada
$476M +$53.9M +13% 14.1% 68.1% 42
WP
2947
Wedgewood Partners
Missouri
$475M +$57.3M +14% 11.7% 101% 21
SPM
2948
Sycamore Partners Management
New York
$475M +$293M +161% 161% 31.7% 1
MCM
2949
Mitchell Capital Management
Kansas
$475M +$53.8M +13% 13.4% 159% 125
SIG
2950
Sky Investment Group
Connecticut
$474M +$33.7M +8% 8.63% 60.7% 127