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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CBFP
3026
Cedar Brook Financial Partners
Ohio
$389M +$34.4M +10% 6.85% 47% 411
SWP
3027
Summit Wealth Partners
Florida
$389M +$12.3M +3% 4.32% 37.4% 194
MSWM
3028
McGlone Suttner Wealth Management
Wisconsin
$389M +$73.8M +23% 4.4% – 146
AWA
3029
Artemis Wealth Advisors
New York
$389M +$59.8M +18% 23.6% 89.4% 97
MC
3030
Miramar Capital
Illinois
$389M +$7.4M +2% 2.5% 43.5% 88
JC
3031
Joho Capital
New York
$389M +$79.7M +26% 15% 130% 18
MC
3032
Martin & Co
Tennessee
$389M +$9.65M +3% 5.38% 57.3% 109
PCWA
3033
Pacific Capital Wealth Advisors
California
$389M +$1.8M +0.5% 5.15% 40.2% 96
SCB
3034
Saudi Central Bank
Saudi Arabia
$388M -$16.1M -4% 3.95% – 3
APG
3035
Abacus Planning Group
South Carolina
$388M +$22.4M +6% 5.84% 51.5% 199
TC
3036
Tetrad Corporation
Nebraska
$388M -$8.83M -2% 1.76% 65.6% 3
JJBC
3037
James J. Burns & Company
New York
$388M +$143M +59% 5.88% 50.6% 113
VRM
3038
Vectors Research Management
New York
$388M +$1.77M +0.5% 1.99% 39.1% 141
EA
3039
Emerald Advisors
Washington
$388M +$26.8M +7% 8.47% 97.1% 79
IAS
3040
IMA Advisory Services
Colorado
$388M +$9.99M +3% 7.46% 59.5% 352
RCG
3041
Resource Consulting Group
Florida
$388M +$5.21M +1% 2.45% – 38
SCP
3042
Stamos Capital Partners
California
$388M +$71.6M +23% 4.5% 29.6% 136
EIP
3043
Ellis Investment Partners
Pennsylvania
$388M +$20.3M +6% 5% 48.7% 216
IC
3044
Immersion Capital
United Kingdom
$387M +$64M +20% 21.1% 88.6% 12
CCM
3045
Contrarian Capital Management
Connecticut
$387M -$15.7M -4% 4.12% 17.9% 40
SXL
3046
Summit X LLC
Missouri
$387M +$41.1M +12% 7.68% 62.9% 296
TFM
3047
TFC Financial Management
Massachusetts
$387M +$40.1M +12% 4.65% 52.4% 705
TWM
3048
Tolleson Wealth Management
Texas
$387M +$17.5M +5% 7.37% 53.9% 78
HFM
3049
Hartford Financial Management
Connecticut
$387M +$8.6M +2% 3.57% 58.6% 389
SF
3050
Symphony Financial
Texas
$386M +$8.08M +2% 6.81% 67.4% 212
120 121
122
123 124