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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
BWM
3476
BT Wealth Management
Georgia
$322M -$7.93M -2% 0.28% 34.8% 60
FCMV
3477
Foresite Capital Management V
California
$322M +$67.6M +27% 9.78% 66.8% 20
EH
3478
EMG Holdings
Connecticut
$322M 0.44% 2.13% 180
TCPWM
3479
Traverso Chambers Private Wealth Management
California
$321M +$3.68M +1% 0.41% 16.4% 109
SPIO
3480
Seven Post Investment Office
California
$321M -$9.95M -3% 2.1% 50.6% 55
PCA
3481
Providence Capital Advisors
North Carolina
$321M +$14.4M +5% 0.97% 45.7% 356
ACM
3482
Anfield Capital Management
California
$321M +$58M +22% 0.78% 55% 275
PIFP
3483
Partners in Financial Planning
Virginia
$320M +$890K +0.3% 1.1% 30.1% 95
PA
3484
Parkside Advisors
California
$320M +$6.7M +2% 0.75% 36.7% 73
BHTS
3485
Bar Harbor Trust Services
Maine
$320M +$8.85M +3% 1.46% 86.4% 127
EIG
3486
Ellenbecker Investment Group
Wisconsin
$320M +$15.2M +5% 0.46% 49.2% 74
PCTC
3487
Perkins Coie Trust Company
Washington
$320M -$5.24M -2% 0.28% 60.9% 297
WCA
3488
Westover Capital Advisors
Delaware
$320M +$7.81M +3% 1.87% 106% 191
RAM
3489
Redmond Asset Management
Virginia
$319M -$21.6M -6% 1.85% 75.7% 194
DG
3490
Discerene Group
Connecticut
$319M +$8.01M +3% 14.2% 78% 14
SAM
3491
Summit Asset Management
Tennessee
$319M +$965K +0.3% 0.94% 44.9% 149
LC
3492
Littlejohn & Co
Connecticut
$319M +$13.9M +5% 4.8% 76.1% 204
SWK
3493
Stephen W. Kidder
$319M -$5.25M -2% 0.29% 68.7% 77
KAM
3494
Krensavage Asset Management
New York
$319M +$24.2M +8% 8.76% 56.4% 14
GF
3495
Gries Financial
Ohio
$319M +$6.96M +2% 0.05% 52.1% 191
FPTW
3496
Franklin, Parlapiano, Turner & Welch
Texas
$319M -$5.03M -2% 0.8% 41.1% 51
DIM
3497
Delta Investment Management
California
$318M -$18.4M -5% 2.73% 52% 194
CIM
3498
CIM Investment Management
Pennsylvania
$318M -$5.34M -2% 1.25% 87.7% 335
AGFVA
3499
Accel Growth Fund V Associates
California
$318M -$52M -14% 14% 14.1% 2
CCM
3500
Crossvault Capital Management
Texas
$318M -$10.4M -3% 1.44% 56.4% 87