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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TWP
3226
TFO Wealth Partners
Ohio
$260M +$5.7M +2% 6.09% 49.6% 202
SIAP
3227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$259M +$18.3M +8% 12.5% 81.4% 475
BOTOTLSJU
3228
Board of Trustees of The Leland Stanford Junior University
California
$259M +$143M +123% 6.88% 67.8% 28
GRIM
3229
Greenhaven Road Investment Management
Connecticut
$259M +$108M +71% 61.7% 116% 29
RR
3230
Robotti Robert
$259M +$26.9M +12% 26.3% 151% 64
BPCA
3231
Bank Pictet & Cie (Asia)
Singapore
$259M +$27.3M +12% 12.4% 13.7% 88
SPA
3232
Sentinel Pension Advisors
Massachusetts
$259M +$19.4M +8% 6.11% 36.1% 83
TCPWM
3233
Traverso Chambers Private Wealth Management
California
$259M +$20.3M +9% 4.55% 16.4% 106
PFA
3234
Pathway Financial Advisors
Vermont
$259M -$73.8M -22% 5.7% 41.6% 107
GHAM
3235
Gilman Hill Asset Management
Connecticut
$259M +$7.8M +3% 6.54% 38.5% 169
ISB
3236
Iowa State Bank
Iowa
$259M +$28.8M +13% 9.73% 59.6% 120
DBIA
3237
Dumont & Blake Investment Advisors
New Jersey
$258M +$24M +10% 8.15% 56.5% 186
NI
3238
NYL Investors
New York
$258M +$14.5M +6% 0.14% 6.9% 29
HGWM
3239
Horst & Graben Wealth Management
Oregon
$258M +$29.8M +13% 6.71% 39.9% 112
PPW
3240
Pasadena Private Wealth
California
$258M -$5.91M -2% 3.72% 40.4% 83
GC
3241
GFG Capital
Florida
$257M +$24.2M +10% 11.2% 92.2% 107
CBN
3242
Cadence Bank NA
Texas
$257M +$20.8M +9% 8.08% 33.3% 183
FPIS
3243
Financial Planning & Information Services
Wisconsin
$257M +$18.8M +8% 5.61% 13% 65
REMPR
3244
Roof Eidam Maycock Peralta (REMP)
California
$257M -$1.9M -0.7% 5.96% 47.4% 103
IPW
3245
Inlet Private Wealth
Florida
$257M +$6.11M +2% 5.49% 71.4% 134
CNBTD
3246
Citizens National Bank Trust Department
Mississippi
$257M +$22.5M +10% 9.65% 71.6% 119
PG
3247
Patten Group
Tennessee
$256M +$23.9M +10% 8.39% 66.3% 215
HCM
3248
Heathbridge Capital Management
Ontario, Canada
$256M -$37.2M -13% 8.5% 29.9% 28
WRTC
3249
Wind River Trust Company
Wyoming
$256M +$20.5M +9% 6.98% 52.4% 11
BRM
3250
Boston Research & Management
Massachusetts
$256M +$15M +6% 8.64% 47.3% 101