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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IP
3026
Intellectus Partners
California
$413M -$30.2M -7% 2.82% 116% 286
JSAM
3027
J. Safra Asset Management
New York
$413M +$206M +99% 0.8% 74% 36
WCP
3028
Welch Capital Partners
New York
$413M -$12.1M -3% 1.24% 69.2% 22
CP
3029
Corbenic Partners
Pennsylvania
$412M +$30.8M +8% 0.51% 312
BC
3030
Brio Consultants
California
$412M +$20.7M +5% 0.4% 35.7% 77
CAC
3031
Certified Advisory Corp
Florida
$412M +$13.8M +3% 0.65% 46.1% 252
SIG
3032
Sargent Investment Group
Maryland
$411M -$8.08M -2% 1.24% 107% 205
CFFP
3033
Center for Financial Planning
Michigan
$411M +$4.98M +1% 0.58% 54.5% 545
HFS
3034
Haverford Financial Services
Pennsylvania
$411M +$1.82M +0.4% 0.58% 58.6% 72
TFS
3035
Thoroughbred Financial Services
Tennessee
$411M +$11.7M +3% 0.18% 117% 332
DOA
3036
D'Orazio & Associates
Virginia
$411M +$22.9M +6% 5.2% 54.9% 795
HWCM
3037
Hudson Way Capital Management
Texas
$411M +$14.8M +4% 4.61% 133% 19
CA
3038
Cambridge Advisors
Nebraska
$410M -$3.05M -0.7% 1.09% 43.3% 179
BB
3039
Berkshire Bank
Massachusetts
$410M -$4.03M -1% 0.01% 65.2% 128
KFAA
3040
Klaas Financial Asset Advisors
Illinois
$410M +$12.1M +3% 0.8% 28.8% 91
PAG
3041
Private Advisory Group
Washington
$410M +$12.6M +3% 1.44% 139% 151
BSPF
3042
British Steel Pension Fund
United Kingdom
$410M -$19.3M -5% 2.93% 29.7% 23
WAM
3043
Wilsey Asset Management
California
$410M +$34.2M +9% 3.3% 58.6% 24
WIC
3044
Wilkins Investment Counsel
Massachusetts
$409M +$2.61M +0.6% 2.51% 34.3% 79
SF
3045
Susquehanna Foundation
Pennsylvania
$409M -$45.9M -10% 4.52% 36.7% 5
PFG
3046
PAX Financial Group
Texas
$409M +$13.3M +3% 0.4% 44.4% 188
ODIJL
3047
One Day In July LLC
Vermont
$408M +$22.6M +6% 1.21% 31.6% 74
SPIA
3048
Strategic Point Investment Advisors
Rhode Island
$408M -$3.14M -0.8% 0.51% 43.1% 30
LFA
3049
Legacy Financial Advisors
Kentucky
$408M +$12.9M +3% 0.13% 63.6% 187
MGIA
3050
Matthew Goff Investment Advisor
Texas
$408M +$13.8M +3% 0.09% 60.7% 93