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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SWA
3151
SOA Wealth Advisors
New York
$532M +$53.4M +11% 10.6% 75.5% 943
WRPWM
3152
Werba Rubin Papier Wealth Management
California
$532M +$72.3M +16% 8.68% – 237
AMG
3153
Advisors Management Group
Wisconsin
$531M +$71.4M +16% 7.15% 48.1% 153
VU
3154
Vanderbilt University
Tennessee
$530M +$6.4M +1% 6.31% 38% 87
LIM
3155
Lathrop Investment Management
Arkansas
$529M +$25.1M +5% 10.6% 72.1% 89
CT
3156
Clearstead Trust
Maine
$529M +$79.3M +18% 15.5% 87.1% 1,553
NI
3157
Nextech Invest
Switzerland
$528M +$98.1M +23% 32.1% 164% 16
GWP
3158
Gateway Wealth Partners
Wisconsin
$527M +$82M +18% 8.63% – 378
SFPM
3159
Sensible Financial Planning & Management
Massachusetts
$527M +$25.6M +5% 3.7% 14.1% 37
TF
3160
TLWM Financial
Texas
$526M +$26.2M +5% 6.81% 42.1% 76
OL
3161
Optas LLC
Texas
$526M -$48.5M -8% 14.4% 88% 402
TCM
3162
Tufton Capital Management
Maryland
$526M +$6.79M +1% 6.94% 52.5% 121
CC
3163
Conversant Capital
New Jersey
$526M +$35.3M +7% 3.56% 106% 26
MIM
3164
Manitou Investment Management
Ontario, Canada
$526M +$11.4M +2% 11.9% 65.5% 66
WAAG
3165
Wealth Alliance Advisory Group
Kansas
$525M +$42.9M +9% 8.01% 56.7% 205
MW
3166
Maia Wealth
Colorado
$525M +$84M +19% 9.08% – 344
CIM
3167
CIM Investment Management
Pennsylvania
$525M +$86.9M +20% 13.9% 87.7% 254
TIAM
3168
TT International Asset Management
United Kingdom
$525M -$145M -22% 1.95% 135% 65
CCP
3169
Clifford Capital Partners
Utah
$525M +$38.4M +8% 7.95% 47.2% 54
SWP
3170
Summit Wealth Partners
Florida
$524M +$31.4M +6% 5.48% 37.4% 218
UIA
3171
UG Investment Advisers
Taiwan
$524M +$159M +43% 4.79% – 14
PFG
3172
PAX Financial Group
Texas
$523M -$41M -7% 8.63% 44.4% 273
CCM
3173
Corsair Capital Management
New York
$522M +$134M +34% 39% 274% 171
FSCM
3174
Front Street Capital Management
Montana
$522M -$2.37M -0.5% 16.4% 187% 73
TNA
3175
True North Advisors
Texas
$522M -$42.3M -7% 6.14% 95.4% 255
125 126
127
128 129