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
$512M +$31.6M +7% 8.3% 53.3% 241
HEIP
2927
Hudson Edge Investment Partners
New Jersey
$512M +$81.6M +19% 11.1% 52.3% 160
DLCIG
2928
D.L. Carlson Investment Group
New Hampshire
$512M +$20.8M +4% 11.3% 114% 146
HPIA
2929
Hamilton Point Investment Advisors
North Carolina
$512M +$17M +3% 11.3% 68.3% 160
KLI
2930
Kelman-Lazarov Inc
Tennessee
$512M +$49.8M +11% 5.65% 41.2% 106
BIA
2931
Bell Investment Advisors
California
$512M +$24.3M +5% 4.62% 27.5% 1,965
APG
2932
Abacus Planning Group
South Carolina
$512M +$37.4M +8% 7.37% 51.5% 217
WPI
2933
Walter Public Investments
Canada
$511M +$35.3M +7% 8.88% 68.1% 43
PCM
2934
Philosophy Capital Management
California
$511M +$16.2M +3% 1.72% 22.9% 34
BCM
2935
Bourgeon Capital Management
Connecticut
$511M +$58.6M +13% 9.82% 67.5% 406
TWM
2936
Tolleson Wealth Management
Texas
$511M +$25.7M +5% 8.31% 53.9% 86
CC
2937
Carrhae Capital
United Kingdom
$511M +$4.61M +0.9% 10.2% 103% 27
TSC
2938
Two Seas Capital
New York
$511M +$105M +26% 26.1% 192% 21
AWM
2939
Aprio Wealth Management
Georgia
$510M +$62.3M +14% 6.99% 42.6% 263
FFWA
2940
FRG Family Wealth Advisors
Washington
$510M +$16.8M +3% 9.24% 82.7% 377
EFG
2941
Embree Financial Group
Illinois
$510M +$34.3M +7% 8.88% – 202
IAM
2942
Iridian Asset Management
Connecticut
$510M -$41.6M -8% 7.65% 57.1% 57
TCM
2943
Tufton Capital Management
Maryland
$509M +$32.5M +7% 9.6% 52.5% 124
NG
2944
Northstar Group
New York
$509M +$48.8M +11% 9.74% 67.9% 154
CFS
2945
Cannon Financial Strategists
Georgia
$509M +$41.7M +9% 5.29% 34.7% 96
WDL
2946
Well Done LLC
Michigan
$508M -$2.67M -0.5% 8.36% 64.9% 200
VT
2947
Vise Technologies
New York
$508M +$43.2M +9% 9.17% – 404
MICM
2948
Matthews International Capital Management
California
$508M -$204M -29% 8.99% 125% 42
BFO
2949
Biltmore Family Office
North Carolina
$508M +$22M +5% 3.78% 82.8% 241
CWC
2950
Carolinas Wealth Consulting
North Carolina
$507M +$47.5M +10% 8.19% 24.6% 1,182
116 117
118
119 120