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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EIP
3051
Ellis Investment Partners
Pennsylvania
$408M +$20.8M +5% 5.45% 48.7% 224
MHS
3052
M Holdings Securities
Oregon
$408M -$310M -43% 6.14% 55.1% 471
ROC
3053
Running Oak Capital
Minnesota
$408M +$57.1M +16% 6.17% 61.8% 62
CBA
3054
Coastal Bridge Advisors
Connecticut
$408M +$12.4M +3% 5.62% 168% 186
GIPM
3055
G2 Investment Partners Management
New York
$408M +$61.1M +18% 27.5% 948% 116
RI
3056
RPTC Inc
Wyoming
$408M +$27.1M +7% 6.91% 63.6% 6
AC
3057
Asio Capital
Kentucky
$408M +$22.6M +6% 7.36% 83.3% 123
TC
3058
TAP Consulting
Missouri
$408M -$970K -0.2% 2.55% 3.06% 142
SF
3059
Symphony Financial
Texas
$407M +$21.2M +5% 6.37% 67.4% 219
TFM
3060
TFC Financial Management
Massachusetts
$407M +$19.8M +5% 6.07% 52.4% 790
TS
3061
Tamar Securities
California
$407M +$58.7M +17% 7.11% 77.5% 64
WFA
3062
West Financial Advisors
Iowa
$406M +$24.2M +6% 3.85% 35.3% 204
ACM
3063
Armbruster Capital Management
New York
$406M +$14.8M +4% 3.2% 44.3% 106
NCM
3064
Noesis Capital Mangement
Florida
$406M +$11.3M +3% 5.72% 91% 107
SCM
3065
Steadview Capital Management
United Kingdom
$406M +$75.3M +23% 32.3% 850% 10
NFT
3066
Nan Fung Trinity
Hong Kong
$406M +$29.4M +8% 4.82% 32.3% 17
AP
3067
Advisors Preferred
Maryland
$405M +$113M +39% 8.59% 98.7% 277
MCM
3068
Marathon Capital Management
Maryland
$405M -$1.28M -0.3% 4.74% 36.9% 169
LWM
3069
Liberty Wealth Management
California
$405M -$79.9M -16% 6.25% – 241
HFM
3070
Hartford Financial Management
Connecticut
$405M +$17.9M +5% 5.94% 58.6% 387
MP
3071
Marcho Partners
United Kingdom
$405M -$18.2M -4% 15% 165% 13
NO
3072
Ninety One
South Africa
$404M +$11.2M +3% 7.63% 116% 74
JE
3073
JMAC Enterprises
Pennsylvania
$404M +$10.7M +3% 5.38% 55% 189
RWG
3074
Ratio Wealth Group
Colorado
$404M – – 3.07% – 67
SAM
3075
Synergy Asset Management
Washington
$404M -$13.7M -3% 4.96% 64.5% 141
121 122
123
124 125