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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NTCM
3601
Nut Tree Capital Management
New York
$308M -$16.8M -5% 18.9% 41.6% 10
GWM
3602
GSB Wealth Management
Connecticut
$307M +$1.63M +0.5% 4.56% 43.5% 236
EWA
3603
Encompass Wealth Advisors
Oregon
$307M +$13.6M +5% 4.14% 44.9% 329
NFW
3604
Noble Family Wealth
Florida
$307M +$14.2M +5% 4.22% – 67
FCM
3605
Firestone Capital Management
Florida
$307M +$29.4M +11% 4.1% 40.5% 138
HIP
3606
Hengistbury Investment Partners
United Kingdom
$307M +$15.6M +5% 4.6% 118% 7
SFG
3607
Sovereign Financial Group
Connecticut
$307M +$37.5M +14% 5.71% 63% 237
KAH
3608
Kathryn A. Hall
$307M -$34.6M -10% 0.74% 63.7% 59
PFA
3609
Pathway Financial Advisors
Vermont
$307M +$10.8M +4% 4.45% 41.6% 138
RC
3610
RV Capital
Switzerland
$307M +$43.8M +17% 22.2% 398% 7
BP
3611
Broadleaf Partners
Ohio
$306M +$26M +9% 12.3% 156% 82
MAWA
3612
Moss Adams Wealth Advisors
Washington
$306M +$12.8M +4% 3.43% – 190
EIA
3613
Eldridge Investment Advisors
New Hampshire
$306M +$17.2M +6% 4.7% 39.7% 153
RMC
3614
Regis Management Company
California
$306M +$9.1M +3% 4.52% 5.33% 42
HCM
3615
Hahn Capital Management
California
$306M -$1.37M -0.4% 1.64% 47.8% 34
BHWA
3616
Beacon Harbor Wealth Advisors
Virginia
$306M +$19.1M +7% 6.41% – 85
SWK
3617
Stephen W. Kidder
$305M +$18.2M +6% 7.24% 68.7% 80
PDIP
3618
Palo Duro Investment Partners
Illinois
$305M +$3.48M +1% 3.63% – 8
CWA
3619
CM Wealth Advisors
Ohio
$305M -$212M -41% 9.14% 60.1% 464
SAM
3620
Standpoint Asset Management
Arizona
$305M +$57M +23% 5.76% – 8
SFA
3621
Source Financial Advisors
New York
$305M +$6.22M +2% 6.76% 18.5% 135
WIC
3622
Whitegate Investment Counselors
New Hampshire
$305M -$5.02M -2% 4.66% 42.6% 65
C
3623
Cliffwater
California
$305M -$7.94M -3% 5.67% 29.7% 26
RPA
3624
Rock Point Advisors
Vermont
$305M +$10.3M +4% 3.89% 52.9% 97
SIA
3625
SeaBridge Investment Advisors
New Jersey
$304M +$18.1M +6% 5.35% 72.8% 127
143 144
145
146 147