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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EWA
3226
Evolution Wealth Advisors
Florida
$218M -$1.6M -0.7% 11.3% 65.1% 158
PFM
3227
Peak Financial Management
Massachusetts
$217M +$14.2M +7% 9.37% 35.9% 56
FC
3228
Finepoint Capital
Massachusetts
$217M +$52.2M +32% 6.62% 45.1% 5
P8IP
3229
Pier 88 Investment Partners
California
$217M +$19.7M +10% 5.99% 26.2% 111
SFA
3230
Stewardship Financial Advisors
Georgia
$217M +$22.1M +11% 11.1% 39.1% 73
YWP
3231
YorkBridge Wealth Partners
New York
$217M +$28M +15% 13.8% 36.5% 800
MGIA
3232
Matthew Goff Investment Advisor
Texas
$217M +$19.9M +10% 10.8% 60.7% 54
SM
3233
Scoggin Management
New York
$217M +$103M +90% 3.63% 55.5% 47
AC
3234
Asturias Capital
New York
$217M +$6.94M +3% 19.9% 86.7% 24
KIM
3235
Kestrel Investment Management
California
$216M +$17.9M +9% 16.1% 86.9% 50
ACP
3236
Aveo Capital Partners
Colorado
$216M +$16.1M +8% 7.87% 19.1% 174
WCWM
3237
Wooster Corthell Wealth Management
Connecticut
$216M +$37.4M +21% 10.7% 39.1% 39
TL
3238
TrueWealth LLC
Georgia
$216M +$18.6M +9% 9.03% 781
APSP
3239
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$18.2M +9% 10.4% 62.1% 289
SIAS
3240
Shine Investment Advisory Services
Colorado
$215M +$12.6M +6% 13.4% 29.1% 735
II
3241
Inspire Investing
Idaho
$215M +$66.6M +45% 14.7% 68% 323
TI
3242
Think Investments
California
$215M +$47.6M +28% 27.3% 136% 12
MFS
3243
McNamara Financial Services
Massachusetts
$215M -$21.7M -9% 9.06% 29.6% 40
PCTC
3244
Perkins Coie Trust Company
Washington
$215M +$24M +13% 13.8% 60.9% 315
RAM
3245
Roanoke Asset Management
New Jersey
$215M +$26M +14% 16.8% 50.3% 112
SHJ
3246
Sharkey, Howes & Javer
Colorado
$214M +$60.9M +40% 11.5% 43.6% 237
LCP
3247
Legacy Capital Partners
Wisconsin
$214M +$25.6M +14% 12.8% 85.6% 138
TPA
3248
Trivium Point Advisory
Connecticut
$214M +$49.4M +30% 13.6% 91.4% 164
PC
3249
Permit Capital
Pennsylvania
$214M +$46.5M +28% 18.4% 41.7% 27
NQWM
3250
Northwest Quadrant Wealth Management
Oregon
$214M +$13.9M +7% 9.74% 34.1% 63