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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CFA
3001
Cahill Financial Advisors
Minnesota
$216M -$59.7M -22% 19.3% 44.9% 165
GGPE
3002
Golden Gate Private Equity
California
$216M -$81.6M -27% 36.2% 8.72% 29
SIAS
3003
Shine Investment Advisory Services
Colorado
$215M -$35.5M -14% 21.3% 29.1% 807
WIA
3004
World Investment Advisors
California
$215M -$40.9M -16% 16.4% 54.9% 187
FCA
3005
FLC Capital Advisors
California
$215M -$34.5M -14% 12.7% 43.6% 148
CWP
3006
CFM Wealth Partners
Texas
$215M -$56.1M -21% 17.9% 132% 593
HPIA
3007
Hamilton Point Investment Advisors
North Carolina
$215M -$47.9M -18% 17.9% 68.3% 76
SDAM
3008
Shulman DeMeo Asset Management
New York
$215M -$73.5M -25% 20.4% 58.7% 133
AAI
3009
American Assets Inc
California
$215M -$168M -44% 45.5% 7.31% 10
SL
3010
Systelligence LLC
Minnesota
$214M -$58.5M -21% 16.4% 35.6% 66
RCM
3011
Ratan Capital Management
Florida
$214M +$49.1M +30% 1.95% 417% 41
SXL
3012
Summit X LLC
Missouri
$214M -$54.9M -20% 16.6% 62.9% 259
VAG
3013
VisionPoint Advisory Group
Texas
$214M -$27.3M -11% 16.4% 53.4% 161
BFIC
3014
Bedell Frazier Investment Counselling
California
$213M -$36.4M -15% 14.5% 57.3% 63
CPI
3015
Canaan Partners IX
California
$213M -$137M -39% 11.1% 2
TCM
3016
Tao Capital Management
California
$213M +$10.1M +5% 11.9% 522% 4
WF
3017
WoodTrust Financial
Wisconsin
$213M -$40.7M -16% 18.7% 59.4% 81
PCA
3018
PL Capital Advisors
Florida
$213M -$153M -42% 42.7% 25.2% 38
ISB
3019
Iowa State Bank
Iowa
$213M -$68.6M -24% 19% 59.6% 138
PM
3020
Prosight Management
Texas
$213M -$6.07M -3% 17.4% 21.8% 53
GCMG
3021
Gyroscope Capital Management Group
Florida
$212M -$64.5M -23% 20.7% 24.3% 120
BFA
3022
Benedict Financial Advisors
Georgia
$212M -$44.3M -17% 14.9% 44.7% 104
TCPWM
3023
Traverso Chambers Private Wealth Management
California
$212M -$23.1M -10% 12.4% 16.4% 114
ACM
3024
Armbruster Capital Management
New York
$212M -$49.1M -19% 24.9% 44.3% 97
WLRC
3025
W.L. Ross & Co
Texas
$212M -$250M -54% 47.3% 3