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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SWP
3126
Strategic Wealth Partners
Ohio
$198M +$10.6M +6% 8.12% – 756
ISB
3127
Iowa State Bank
Iowa
$198M -$26.4M -12% 9.18% 59.6% 103
AWA
3128
Artemis Wealth Advisors
New York
$198M +$14M +8% 17% 89.4% 43
AWW
3129
Alan W. Weber
$198M -$65.4M -25% 17.7% 193% 80
NIF
3130
Nalanda India Fund
Mauritius
$198M – – 18.7% 15.3% 1
DA
3131
DSC Advisors
Illinois
$198M -$19.3M -9% 3.97% 3.74% 81
PRS
3132
Pinkerton Retirement Specialists
Idaho
$198M -$50.5M -20% 11.6% 67.2% 178
TL
3133
TrueWealth LLC
Georgia
$198M -$20.6M -9% 8.43% – 861
KIC
3134
Keating Investment Counselors
Florida
$198M -$34.8M -15% 7.17% 23.8% 68
CC
3135
Cedar Capital
Illinois
$197M -$60.4M -23% 10.5% 98% 184
APSP
3136
Asset Planning Services (Pennsylvania)
Pennsylvania
$197M -$13.1M -6% 9.31% 62.1% 290
P8IP
3137
Pier 88 Investment Partners
California
$197M -$32.7M -14% 3.68% 26.2% 113
WC
3138
Wynnefield Capital
New York
$197M -$42.6M -18% 11.9% 81% 32
CAM
3139
Covenant Asset Management
New Jersey
$197M -$7K -0% 17.9% 97.6% 134
HPIA
3140
Hamilton Point Investment Advisors
North Carolina
$197M -$16.8M -8% 11.4% 68.3% 75
MIM
3141
Montgomery Investment Management
Maryland
$197M -$46M -19% 15.6% 77.7% 95
JWM
3142
Janiczek Wealth Management
Colorado
$197M +$5.85M +3% 11.1% 16.4% 186
EI
3143
Ellevest Inc
New York
$197M – – 8.31% 51.2% 532
MGIA
3144
Matthew Goff Investment Advisor
Texas
$197M -$52.6M -21% 7.67% 60.7% 67
BA
3145
BCM Advisors
Louisiana
$197M +$5.96M +3% 3.28% 37% 39
IVMX
3146
Institutional Venture Management XIII
California
$197M -$52.1M -21% 15.2% – 4
AAI
3147
Aequim Alternative Investments
California
$197M – – 2.13% 24.8% 34
WAG
3148
Winthrop Advisory Group
Massachusetts
$197M +$19.1M +11% 11.2% 62.4% 96
NG
3149
Northstar Group
New York
$197M -$22.2M -10% 8.2% 67.9% 135
VWA
3150
V Wealth Advisors
Kansas
$197M -$19.8M -9% 13.5% 36.6% 239
124 125
126
127 128