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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BCB
3201
Brian C. Broderick
$416M +$41.2M +11% 10.7% 70.7% 82
DPI
3202
Diversified Portfolios Inc
Michigan
$416M +$54.2M +15% 6.56% 33.4% 142
PSP
3203
Principal Street Partners
Tennessee
$415M +$48.4M +13% 10.4% 65.5% 216
EA
3204
Emerald Advisors
Washington
$415M +$64.1M +18% 21.8% 97.1% 117
HWA
3205
HHM Wealth Advisors
Tennessee
$414M +$46.6M +13% 8.15% 51.3% 720
CCM
3206
Canal Capital Management
Virginia
$414M +$63.3M +18% 11.6% 19.2% 149
UA
3207
Unison Advisors
District of Columbia
$414M +$13.3M +3% 4.57% 39.3% 182
GA
3208
GRS Advisors
Illinois
$414M +$167M +68% 15.3% 26.5% 46
PWS
3209
Paragon Wealth Strategies
Florida
$414M +$38.4M +10% 6.83% 59.8% 54
SWA
3210
SOA Wealth Advisors
New York
$413M +$22.6M +6% 9.49% 75.5% 1,025
JSA
3211
Jacobson & Schmitt Advisors
Wisconsin
$413M +$49.9M +14% 10.5% 83.7% 63
PFP
3212
Patriot Financial Partners
Pennsylvania
$413M +$36.4M +10% 14.6% 16.6% 16
A
3213
Abingworth
United Kingdom
$413M -$28M -6% 10.5% 207% 20
IPW
3214
Inlet Private Wealth
Florida
$412M +$39.4M +11% 11.4% 71.4% 137
MTC
3215
Matrix Trust Company
Colorado
$412M +$21.5M +6% 5.19% 31% 20
BONH
3216
Bank of New Hampshire
New Hampshire
$411M +$37.3M +10% 9.85% 66.8% 205
MWA
3217
Meridian Wealth Advisors
Texas
$411M +$52.5M +15% 11.6% 67.2% 207
PFA
3218
Pettinga Financial Advisors
Indiana
$411M +$19.3M +5% 5.51% 57.3% 123
LCM
3219
Lionstone Capital Management
New York
$411M +$29M +8% 11.6% 105% 20
EWA
3220
Encompass Wealth Advisors
Oregon
$411M +$27.6M +7% 4.99% 44.9% 380
ED
3221
Exane Derivatives
France
$411M +$10.3M +3% 7.64% 43.9% 1,115
FIG
3222
FundX Investment Group
California
$411M +$199M +94% 9.25% 94.6% 48
ICP
3223
Indus Capital Partners
New York
$411M -$169M -29% 14.6% 60.5% 41
BFIC
3224
Bedell Frazier Investment Counselling
California
$411M +$46.5M +13% 7.46% 57.3% 101
FMTC
3225
Farmers & Merchants Trust Company
California
$411M +$29.4M +8% 8.82% 62.8% 186