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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SW
3426
SkyOak Wealth
Michigan
$293M -$67.1M -19% 13.6% 69% 259
CCB
3427
Cutter & Co Brokerage
Missouri
$293M -$43.2M -13% 14.2% 40.4% 251
RPA
3428
Rock Point Advisors
Vermont
$293M -$42.6M -13% 13.6% 52.9% 105
MWM
3429
Mascoma Wealth Management
New Hampshire
$293M -$21.5M -7% 10.6% 33.2% 648
TTSTC
3430
Texas Treasury Safekeeping Trust Company
Texas
$293M -$26.4M -8% 5.02% 23.5% 7
WMG
3431
WESCAP Management Group
California
$292M -$61.6M -17% 11.3% 33.9% 97
DI
3432
Diligent Investors
California
$292M -$52.4M -15% 13.4% 56.3% 281
CMA
3433
Cedar Mountain Advisors
Oregon
$292M -$46.3M -14% 13.9% 48% 372
PPW
3434
Pasadena Private Wealth
California
$292M -$15M -5% 10.8% 40.4% 115
CFS
3435
CRA Financial Services
New Jersey
$292M -$40.6M -12% 15% 74.3% 225
EDRIA
3436
Edmonds Duncan Registered Investment Advisors
Kansas
$291M -$50.9M -15% 13.3% 12.8% 146
IP
3437
Intellectus Partners
California
$291M -$44M -13% 17.4% 116% 277
FNBOMD
3438
First National Bank of Mount Dora
Florida
$291M -$41M -12% 11.2% 81.2% 141
GG
3439
Gleason Group
Kentucky
$291M -$46.2M -14% 16.1% 56.5% 261
SIAP
3440
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291M -$61.9M -18% 14.7% 81.4% 661
RFA
3441
Radnor Financial Advisors
Pennsylvania
$291M +$15.8M +6% 14.7% 2.54% 27
HW
3442
Hedeker Wealth
Illinois
$290M -$40.2M -12% 15.6% 101% 99
KFP
3443
KB Financial Partners
New Jersey
$289M -$72.9M -20% 11.7% 637
GCMG
3444
Gyroscope Capital Management Group
Florida
$289M -$1.64M -0.6% 14.9% 24.3% 129
FC
3445
Finepoint Capital
Massachusetts
$289M -$11.6M -4% 12.7% 45.1% 82
ETS
3446
ESL Trust Services
New York
$289M -$36.2M -11% 14.9% 37.2% 25
SCP
3447
Steamboat Capital Partners
New York
$289M -$49.3M -15% 14.7% 269% 53
AAI
3448
American Assets Inc
California
$289M -$69.4M -19% 20.8% 7.31% 10
AU
3449
Algebris (UK)
United Kingdom
$288M +$81.1M +39% 17.2% 12.6% 44
MSA
3450
Marino Stram & Associates
Massachusetts
$288M -$28.8M -9% 11.3% 52.1% 149