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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SRA
3401
Summit Rock Advisors
New York
$287M +$70.6M +33% 12.1% 86% 12
BT
3402
Brandywine Trust
Delaware
$287M +$20.9M +8% 4.72% 23% 32
WFA
3403
Wellspring Financial Advisors
Ohio
$287M +$31.3M +12% 13.5% 53.1% 102
AG
3404
AlphaSimPlex Group
Massachusetts
$286M +$66.4M +30% 17.8% 35.5% 342
CCT
3405
Capital City Trust
Florida
$286M +$13.3M +5% 11.9% 73.6% 122
HW
3406
Hedeker Wealth
Illinois
$286M +$74.7M +35% 9.27% 101% 72
VU
3407
Vanderbilt University
Tennessee
$286M +$21.3M +8% 20.6% 38% 14
PGAM
3408
Princeton Global Asset Management
New Jersey
$286M +$37.9M +15% 13.6% 82.3% 515
GWSG
3409
GPS Wealth Strategies Group
Colorado
$285M +$37.2M +15% 11.2% 95.5% 175
AC
3410
Apella Capital
Connecticut
$285M +$36.1M +14% 9.64% – 127
SI
3411
Squadra Investments
Brazil
$285M +$35.6M +14% 29.9% 94.4% 3
EEP
3412
Edgehill Endowment Partners
Connecticut
$285M -$2.27M -0.8% 6.02% 11.6% 6
DFG
3413
Delphi Financial Group
Delaware
$284M +$113M +66% 20.9% 50.4% 33
RC
3414
RV Capital
Switzerland
$284M +$17M +6% 16.7% 398% 5
PA
3415
Perennial Advisors
New York
$284M +$39.5M +16% 10.7% – 252
AIA
3416
Alera Investment Advisors
Illinois
$284M +$32.6M +13% 13.5% 28.9% 90
CBN
3417
Cadence Bank NA
Texas
$283M +$26.3M +10% 12.4% 33.3% 202
PPP
3418
Private Portfolio Partners
New Jersey
$283M +$36.1M +15% 13.7% 16.9% 233
WPC
3419
White Pine Capital
Minnesota
$283M +$37M +15% 22% 72.3% 232
CBFP
3420
Cedar Brook Financial Partners
Ohio
$283M +$27.7M +11% 13.4% 47% 345
WFA
3421
West Financial Advisors
Iowa
$282M – – 10.1% 35.3% 153
RAM
3422
Redmond Asset Management
Virginia
$282M +$43.1M +18% 23.2% 75.7% 179
W
3423
WealthStone
Ohio
$282M +$62.8M +29% 10.7% – 263
ACM
3424
ADW Capital Management
Florida
$282M +$110M +64% 49.8% 148% 6
ARC
3425
Arias Resource Capital
Cayman Islands
$281M +$158M +127% 126% 81.3% 1
135 136
137
138 139