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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WU
3476
Washington University
Missouri
$357M +$12.7M +4% 8.03% 177% 6
CMI
3477
Clare Market Investments
Texas
$357M +$23.2M +7% 10.1% 150% 169
GAM
3478
Gould Asset Management
California
$357M +$32.7M +10% 6.66% 35.9% 144
WFI
3479
West Family Investments
California
$357M -$20.2M -5% 4.82% 62.2% 377
SRC
3480
Sage Rhino Capital
California
$357M +$27.6M +8% 3.66% 65.7% 231
AFT
3481
Alpha Family Trust
California
$357M +$47.8M +15% 7.82% 162% 25
SWA
3482
Strategies Wealth Advisors
Michigan
$356M – – 6.77% – 81
ACM
3483
Altium Capital Management
New York
$356M -$18.8M -5% 1.55% 357% 172
HI
3484
Hudock Inc
Pennsylvania
$355M +$23.2M +7% 6.5% 45% 925
RPA
3485
Rock Point Advisors
Vermont
$355M +$13.7M +4% 5.91% 52.9% 107
SIAP
3486
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$355M +$18.9M +6% 7.31% 81.4% 637
MFT
3487
Moisand Fitzgerald Tamayo
Florida
$355M +$57.7M +19% 5.8% 35.1% 427
RCM
3488
Riverwood Capital Management
California
$355M – – 28% 49.7% 4
CWM
3489
Concentric Wealth Management
California
$355M +$27.6M +8% 8.39% 33.5% 131
SAMC
3490
Spectrum Asset Management (California)
California
$355M +$29.2M +9% 6.32% 53.8% 132
MJP
3491
Michael J. Puzo
$354M +$38.6M +12% 10.5% 65.3% 82
S
3492
Schroders
United Kingdom
$354M +$25.3M +8% 2.19% 5.82% 5
AFIA
3493
America First Investment Advisors
Nebraska
$354M +$25M +8% 11.6% 81.9% 84
WFA
3494
WestHill Financial Advisors
California
$354M +$30.2M +9% 6.13% 45.6% 127
AW
3495
Avion Wealth
Texas
$354M +$23.9M +7% 3.1% 29.2% 445
E
3496
EnerVest
Texas
$354M +$20.2M +6% 6.07% 7.1% 1
AAI
3497
American Assets Inc
California
$353M +$6.76M +2% 1.13% 7.31% 10
IA
3498
Inspire Advisors
Idaho
$353M +$35.9M +11% 1.07% 37.4% 121
OL
3499
Optas LLC
Texas
$353M +$8.97M +3% 4.76% 88% 159
SAM
3500
Summit Asset Management
Tennessee
$353M +$33.5M +10% 8.12% 44.9% 159
138 139
140
141 142