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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GWMIA
3376
Global Wealth Management Investment Advisory
Florida
$307M +$26.7M +10% 8.05% 58.2% 141
A
3377
Abingworth
United Kingdom
$307M +$14.4M +5% 57.9% 207% 19
PFA
3378
Pettinga Financial Advisors
Indiana
$307M +$15.8M +5% 8.9% 57.3% 109
CBTWT
3379
Community Bank & Trust (Waco, Texas)
Texas
$307M +$25.5M +9% 11.7% 65.7% 140
OCM
3380
Ovata Capital Management
Hong Kong
$307M +$37.2M +14% 6.59% 81.2% 47
EDRIA
3381
Edmonds Duncan Registered Investment Advisors
Kansas
$307M +$23.9M +8% 7.38% 12.8% 137
DI
3382
Diligent Investors
California
$306M +$25.9M +9% 8.2% 56.3% 286
GG
3383
GenWealth Group
New Jersey
$306M +$10.4M +4% 5.93% 58.4% 73
PP
3384
Pertento Partners
United Kingdom
$306M +$58.9M +24% 0.62% 122% 20
CA
3385
Claro Advisors
Massachusetts
$306M +$54.1M +22% 8.76% 76.1% 354
CFS
3386
CRA Financial Services
New Jersey
$306M +$27.6M +10% 6.81% 74.3% 216
MWP
3387
MYCIO Wealth Partners
Pennsylvania
$305M +$49M +19% 16.6% 49% 53
SCM
3388
Stordahl Capital Management
Colorado
$305M +$28.6M +10% 8% 39.6% 53
BBPWM
3389
Blue Bell Private Wealth Management
Pennsylvania
$305M +$25.9M +9% 6.53% 52.3% 756
MLM
3390
Mount Lucas Management
Pennsylvania
$305M +$14.8M +5% 11.1% 67.2% 130
RPWA
3391
Regent Peak Wealth Advisors
Georgia
$305M +$20.9M +7% 8.32% 32.1% 168
CWM
3392
Compass Wealth Management
Connecticut
$305M 13.5% 411
FPTW
3393
Franklin, Parlapiano, Turner & Welch
Texas
$305M +$23.9M +8% 9.09% 41.1% 49
IFS
3394
Ifrah Financial Services
Arkansas
$305M +$13.6M +5% 6.17% 43.1% 207
RDWM
3395
Red Door Wealth Management
Tennessee
$305M +$40.6M +15% 10% 85% 143
DA
3396
Doliver Advisors
Texas
$304M +$33.5M +12% 15% 67% 169
TFA
3397
Tobias Financial Advisors
Florida
$304M +$20.9M +7% 5.77% 32.1% 85
HP
3398
HT Partners
Connecticut
$304M +$70.2M +30% 6.73% 46.6% 48
TCP
3399
ThornTree Capital Partners
Massachusetts
$304M +$10.8M +4% 0.38% 263% 22
BL
3400
BCWM LLC
Kansas
$304M +$28.4M +10% 11.5% 61