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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IC
3276
Inscription Capital
Texas
$180M – – 11.5% – 289
WAS
3277
Winch Advisory Services
Wisconsin
$180M -$19.2M -10% 11.8% 82.1% 394
TC
3278
Trust Company
Kansas
$180M -$41.9M -19% 14.7% 30.8% 378
BCP
3279
Berkeley Capital Partners
Georgia
$180M +$2.11M +1% 9.02% 45.8% 141
ANB
3280
Amarillo National Bank
Texas
$179M -$36.1M -17% 12.6% 46.4% 93
CSM
3281
CAMG Solamere Management
North Carolina
$179M -$16.2M -8% 12.3% 51.8% 128
IWA
3282
Intercontinental Wealth Advisors
Texas
$179M -$20.4M -10% 12.7% 46.8% 471
KFP
3283
Keystone Financial Planning
Ohio
$179M -$16.8M -9% 9.44% 13.4% 47
ITIM
3284
Indiana Trust & Investment Management
Indiana
$179M -$40.1M -18% 6.28% 78.2% 131
CWM
3285
Confluence Wealth Management
Oregon
$179M -$14M -7% 11.6% 31.9% 128
WCWM
3286
Wooster Corthell Wealth Management
Connecticut
$179M -$24.4M -12% 13.5% 39.1% 39
CG
3287
Compass Group
New York
$179M -$34.5M -16% 7.42% 51.8% 14
OPA
3288
Old Port Advisors
Maine
$179M – – 11.9% – 173
SIRP
3289
Shelter Insurance Retirement Plan
Missouri
$178M -$38M -18% 8.34% 55.6% 47
TCM
3290
Timpani Capital Management
Wisconsin
$178M -$169M -49% 16.7% 384% 118
SFS
3291
Summit Financial Strategies
Ohio
$178M -$41M -19% 14.3% 49.7% 67
RCS
3292
Retirement Capital Strategies
California
$178M -$24.4M -12% 8.47% 50.7% 56
IF
3293
Ironwood Financial
Arizona
$178M -$10.2M -5% 8.84% 43.9% 411
TCMG
3294
TSP Capital Management Group
New Jersey
$178M -$18.2M -9% 2.02% 109% 55
PAG
3295
Private Advisory Group
Washington
$178M -$17.9M -9% 12.9% 139% 170
PFA
3296
Pathway Financial Advisors
Vermont
$178M -$2.16M -1% 11.6% 41.6% 93
I
3297
INVST
Indiana
$178M -$18.4M -9% 8.95% 27.4% 59
ACM
3298
Aquamarine Capital Management
New York
$178M -$30.1M -15% 14.2% 23% 15
GCA
3299
GSI Capital Advisors
California
$177M -$15M -8% 7.16% 14.6% 36
BFO
3300
Biltmore Family Office
North Carolina
$177M -$32.9M -16% 10.2% 82.8% 156
130 131
132
133 134