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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ISWM
3251
Independent Solutions Wealth Management
New York
$328M +$23.3M +8% 8.53% 89.7% 228
C
3252
Chescapmanager
Maryland
$328M -$922K -0.3% 2.71% 99.3% 40
EGWAG
3253
Elwood & Goetz Wealth Advisory Group
Georgia
$328M +$31.9M +11% 5.78% 35% 75
NQWM
3254
Northwest Quadrant Wealth Management
Oregon
$328M +$23.2M +8% 7.69% 34.1% 60
BT
3255
Brandywine Trust
Delaware
$328M +$50M +18% 18.6% 23% 24
CFG
3256
Cooper Financial Group
California
$327M +$49.6M +18% 5.77% 64.8% 308
WAM
3257
Warberg Asset Management
Illinois
$327M -$38.7M -11% 0.8% 19.6% 352
AIM
3258
Astor Investment Management
Illinois
$327M -$22.6M -6% 1.64% 23.3% 24
AA
3259
Aire Advisors
California
$327M +$37.1M +13% 7.73% 57.8% 147
BB
3260
Berkshire Bank
Massachusetts
$327M +$22.4K +0% 9.66% 65.2% 142
MI
3261
M3F Inc
Utah
$327M +$41.9M +15% 14.7% 98.5% 45
STT
3262
Singapore Technologies Telemedia
Singapore
$327M +$46.9M +17% 16.8% 8.45% 1
FC
3263
Franchise Capital
Cayman Islands
$326M +$96.3M +42% 15.5% 451% 22
MCM
3264
Monarch Capital Management
Indiana
$326M +$19.3M +6% 13% 49.3% 114
CIG
3265
Capricorn Investment Group
California
$325M -$120M -27% 24.4% 153% 8
SC
3266
Schoolcraft Capital
Colorado
$325M +$30M +10% 7.04% 39.3% 64
GDP
3267
Great Diamond Partners
Maine
$325M +$32.3M +11% 9.34% 67.8% 228
PCA
3268
Prosperity Capital Advisors
Ohio
$325M – – 7.85% – 191
CM
3269
CoreCommodity Management
Connecticut
$324M +$49.8M +18% 16.4% 22.2% 168
HLCM
3270
Hi-Line Capital Management
South Dakota
$324M +$75.9M +31% 13.2% 52.3% 42
PPW
3271
Pasadena Private Wealth
California
$324M +$39.8M +14% 6.86% 40.4% 120
PFA
3272
Pathway Financial Advisors
Vermont
$324M +$33.6M +12% 6.99% 41.6% 138
LT
3273
Legacy Trust
Michigan
$324M – – 8.9% – 151
EP
3274
Equius Partners
California
$324M +$45.6M +16% 13.1% – 28
IBT
3275
International Biotechnology Trust
United Kingdom
$324M +$11.9M +4% 15.4% 11.1% 69
129 130
131
132 133