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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
MWP
3101
Moller Wealth Partners
$228M -$29.1M -11% 2.8% 25.7% 41
CFG
3102
CNO Financial Group
Indiana
$228M -$9.96M -4% 0.64% 15
RIM
3103
Rampart Investment Management
Connecticut
$228M -$794M -78% 6.81% 74% 542
CAM
3104
Crestone Asset Management
Colorado
$228M +$2M +0.9% 0.14% 6.61% 44
GPC
3105
Guardian Point Capital
Virginia
$228M +$6.95M +3% 0.4% 114% 16
CVSCT
3106
C.V. Starr & Co Trust
New York
$227M +$3.72M +2% 5.18% 51.7% 31
CI
3107
Chartist Inc
California
$227M +$6.37M +3% 7.48% 40
DBRC
3108
D.B. Root & Company
Pennsylvania
$227M +$15.1M +7% 5.93% 52% 218
VR
3109
Viridian RIA
Washington
$227M +$22.3M +11% 4.92% 63.1% 55
CFA
3110
Cahill Financial Advisors
Minnesota
$227M +$9.97M +5% 5.25% 44.9% 163
BCA
3111
Bray Capital Advisors
Florida
$227M +$12M +6% 6.13% 36.5% 437
MWM
3112
Marietta Wealth Management
Georgia
$226M +$21.4M +10% 6.72% 83.6% 124
SMC
3113
S. Muoio & Co
New York
$226M +$63.6M +39% 5.51% 286% 117
CWM
3114
Connecticut Wealth Management
Connecticut
$226M +$17.1M +8% 5.8% 54.4% 71
NB
3115
Northwest Bancshares
Pennsylvania
$226M -$11.1M -5% 6.76% 52.1% 149
CG
3116
CFO4Life Group
Texas
$226M -$14.1M -6% 7.82% 41.8% 138
MMEA
3117
MEAG MUNICH ERGO AssetManagement
Germany
$225M +$2.66M +1% 1.25% 18.2% 15
BCM
3118
Beddow Capital Management
Wyoming
$225M -$15M -6% 2.71% 53.8% 46
CWM
3119
Chesapeake Wealth Management
Virginia
$225M +$8.12M +4% 5.68% 59% 205
PVWM
3120
Point View Wealth Management
New Jersey
$225M +$9.53M +4% 3.98% 27.1% 278
ECM
3121
Endurant Capital Management
California
$225M -$5.82M -3% 12.7% 16.8% 92
PO
3122
Private Ocean
California
$225M +$7.98M +4% 1.93% 2.79% 387
RPA
3123
Rock Point Advisors
Vermont
$225M +$12.1M +6% 5.74% 52.9% 75
SC
3124
Slow Capital
California
$225M +$27.4M +14% 8.82% 122% 148
ISB
3125
Iowa State Bank
Iowa
$224M +$15.2M +7% 8.58% 59.6% 104