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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EDRIA
3226
Edmonds Duncan Registered Investment Advisors
Kansas
$356M +$23.4M +7% 3.77% 12.8% 143
EL
3227
Essex LLC
Illinois
$356M -$3.01M -0.8% 2.93% 50.6% 167
SRC
3228
Sage Rhino Capital
California
$356M -$3.11M -0.9% 2.76% 65.7% 236
SL
3229
Systelligence LLC
Minnesota
$356M +$39.5M +12% 2.73% 35.6% 56
IGWM
3230
ICA Group Wealth Management
Colorado
$356M -$43.1M -11% 3.58% 1,336
FA
3231
Fermata Advisors
California
$355M +$244M +221% 4.12% 33.1% 165
LBA
3232
Lowell Blake & Associates
Massachusetts
$355M +$10M +3% 3.01% 44.2% 63
SC
3233
Schoolcraft Capital
Colorado
$355M -$9.86M -3% 3.07% 39.3% 77
PCTC
3234
Perkins Coie Trust Company
Washington
$354M +$2.29M +0.7% 3.8% 60.9% 618
SFS
3235
Security Financial Services
Indiana
$354M +$1.74M +0.5% 3.92% 47.4% 170
GAM
3236
Gould Asset Management
California
$354M -$4.08M -1% 4.02% 35.9% 151
AACA
3237
American Assets Capital Advisers
California
$354M -$42.5M -11% 3.47% 47% 35
RP
3238
Rice Partnership
Hawaii
$353M -$11.8M -3% 2.67% 94.1% 146
CIM
3239
Contravisory Investment Management
Massachusetts
$353M -$25.1M -7% 3.28% 97.7% 396
PAM
3240
Paradigm Asset Management
New York
$353M -$19.6M -5% 1.63% 47.2% 627
UM
3241
Ulysses Management
New York
$353M -$36.4M -9% 2% 29.3% 55
VP
3242
venBio Partners
California
$353M +$76.3M +28% 5.31% 221% 8
AC
3243
Albar Capital
United Kingdom
$353M -$94.4M -21% 1.3% 162% 61
VP
3244
Vitruvian Partners
United Kingdom
$353M -$139M -28% 3.74% 119% 10
KMC
3245
Kirr Marbach & Co
Indiana
$353M -$9.84M -3% 1.03% 117% 54
PGAM
3246
Princeton Global Asset Management
New Jersey
$352M +$10.2M +3% 1.73% 82.3% 617
JSA
3247
Jacobson & Schmitt Advisors
Wisconsin
$352M -$543K -0.2% 0.05% 83.7% 67
GDS
3248
Gimbel Daniel Scott
$352M +$67.2M +24% 23.6% 61.2% 2
MIA
3249
Milestone Investment Advisors
Wisconsin
$351M +$28.5M +9% 3.11% 445
TWM
3250
TMD Wealth Management
Arizona
$351M -$33M -9% 1.84% 2.39% 60