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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AIA
3276
Alera Investment Advisors
Illinois
$251M +$61.1M +32% 7.81% 28.9% 91
SIC
3277
SFE Investment Counsel
California
$251M +$24.9M +11% 10.8% 82.4% 112
WLRC
3278
W.L. Ross & Co
Texas
$251M +$29.4M +13% 18% 3
PCTC
3279
Perkins Coie Trust Company
Washington
$250M +$7.41M +3% 9.41% 60.9% 302
CAM
3280
Covenant Asset Management
New Jersey
$250M +$18.2M +8% 10.7% 97.6% 128
HWA
3281
HHM Wealth Advisors
Tennessee
$250M +$10.8M +4% 7.75% 51.3% 551
FIM
3282
Fruth Investment Management
Texas
$250M +$12.9M +5% 8.93% 51.5% 206
CA
3283
Claar Advisors
New York
$250M -$3.6M -1% 9.38% 81.3% 35
MC
3284
Matisse Capital
Oregon
$250M -$51.1M -17% 2.77% 44.4% 172
RP
3285
Rowlandmiller & Partners
Georgia
$250M -$45.5M -15% 6.08% 54.2% 153
FSCM
3286
First Sabrepoint Capital Management
Texas
$249M +$19.2M +8% 6.87% 85.6% 36
DBRC
3287
D.B. Root & Company
Pennsylvania
$249M +$18.8M +8% 7.48% 52% 210
PWA
3288
Physician Wealth Advisors
Utah
$249M +$1.02M +0.4% 7.07% 57.4% 134
SI
3289
Squadra Investments
Brazil
$249M +$140M +128% 3.75% 94.4% 4
HEIP
3290
Hudson Edge Investment Partners
New Jersey
$249M -$61.1M -20% 3.54% 52.3% 146
AC
3291
Apella Capital
Connecticut
$249M +$34.3M +16% 5.43% 123
PCM
3292
Princeton Capital Management
New Jersey
$249M +$23.3M +10% 11.5% 147% 96
PAG
3293
Private Advisory Group
Washington
$248M +$4.1M +2% 12% 139% 126
NLVP
3294
New Leaf Venture Partners
New York
$248M -$100M -29% 14.7% 15.2% 20
GWSG
3295
GPS Wealth Strategies Group
Colorado
$248M 12.5% 95.5% 149
PGAM
3296
Princeton Global Asset Management
New Jersey
$248M -$72.7M -23% 8.32% 82.3% 560
CAAM
3297
Cape Ann Asset Management
United Kingdom
$248M +$3.85M +2% 1.02% 107% 11
FPTW
3298
Franklin, Parlapiano, Turner & Welch
Texas
$248M +$5.78M +2% 4.43% 41.1% 46
BCM
3299
Bienville Capital Management
New York
$248M +$5.41M +2% 3.78% 59.9% 158
TWM
3300
Tolleson Wealth Management
Texas
$248M +$19M +8% 7.27% 53.9% 69