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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PA
3326
Perennial Advisors
New York
$459M – – 2.68% – 76
WCWM
3327
Wooster Corthell Wealth Management
Connecticut
$459M -$9.52M -2% 1.32% 39.1% 54
HA
3328
Herold Advisors
New York
$459M -$1.64M -0.4% 0.76% 70.1% 283
LWP
3329
LMG Wealth Partners
Louisiana
$459M +$22M +5% 3.33% – 136
IA
3330
IFC Advisors
California
$459M – – 2.07% – 143
MCCP
3331
Mission Creek Capital Partners
California
$458M +$28.6M +7% 3.57% 118% 243
SRC
3332
Sage Rhino Capital
California
$458M +$6.83M +2% 1.54% 65.7% 297
LAM
3333
L2 Asset Management
Massachusetts
$458M +$90.3M +25% 5.09% 111% 268
GA
3334
Greenspring Advisors
Maryland
$458M +$212K +0% 1.08% 17.4% 103
WC
3335
Westwind Capital
New Mexico
$458M +$46.2M +11% 5.09% 93.8% 56
AFIA
3336
America First Investment Advisors
Nebraska
$458M +$12M +3% 11.6% 81.9% 42
GPWA
3337
Great Point Wealth Advisors
Massachusetts
$457M -$10.7M -2% 2.66% 13.5% 63
ISWM
3338
Independent Solutions Wealth Management
New York
$457M +$14.9M +3% 5.45% 89.7% 178
FRGX
3339
First Reserve GP XIII
Connecticut
$457M +$82.6M +22% 22.1% 56.1% 1
CCM
3340
Catalio Capital Management
New York
$457M – – 9.82% – 33
MF
3341
Manchester Financial
California
$457M -$4.18M -0.9% 1.77% 46.4% 117
FFG
3342
Fiduciary Financial Group
California
$456M +$20.6M +5% 0.32% – 301
IP
3343
Ignite Planners
California
$456M +$19.4M +4% 2.9% 69.5% 322
AC
3344
Almitas Capital
California
$456M +$173M +61% 15.5% 48.6% 112
IRC
3345
Investors Research Corp
Georgia
$455M -$2.44M -0.5% 0.52% 45.5% 997
CMA
3346
Cedar Mountain Advisors
Oregon
$455M +$11.5M +3% 0.84% 48% 395
CAMV
3347
Concord Asset Management (Virginia)
Virginia
$455M +$12.5M +3% 0.11% 41.2% 134
AC
3348
AlphaCore Capital
California
$455M +$16.3M +4% 3.68% 62.5% 244
TI
3349
Think Investments
California
$455M -$57.2M -11% 15.5% 136% 20
PCTC
3350
Perkins Coie Trust Company
Washington
$454M +$3.54M +0.8% 1.09% 60.9% 293
132 133
134
135 136