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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WRPWM
3626
Werba Rubin Papier Wealth Management
California
$362M +$17.4M +5% 1.39% – 180
PFA
3627
Professional Financial Advisors
Nebraska
$362M +$12.7M +4% 1.87% 48.4% 105
WI
3628
WrapManager Inc
California
$362M +$2.08M +0.6% 2.46% 53.4% 292
SDWIA
3629
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$362M +$9.73M +3% 2.89% 66% 148
NI
3630
Noked Israel
Israel
$362M +$10.7M +3% 13.8% 243% 22
FA
3631
FDx Advisors
Illinois
$362M -$297M -45% 1.1% 58.9% 358
AA
3632
Auxano Advisors
Washington
$362M +$18.3M +5% 6.1% 81.3% 158
CAM
3633
Clark Asset Management
New Hampshire
$361M +$35.4M +11% 1.81% – 105
FPTW
3634
Franklin, Parlapiano, Turner & Welch
Texas
$360M -$3.29M -0.9% 0.5% 41.1% 51
SJL
3635
Shayne & Jacobs LLC
Tennessee
$360M -$7.35M -2% 2.23% 72.1% 100
MJP
3636
Michael J. Puzo
$360M -$485K -0.1% 2.95% 65.3% 75
RWMH
3637
Riverpoint Wealth Management Holdings
Illinois
$360M +$584K +0.2% 0.05% 44.4% 54
KJWM
3638
Kiley Juergens Wealth Management
Washington
$360M +$36.8M +11% 7.58% 99.6% 71
UF
3639
Univest Financial
Pennsylvania
$360M +$4.69M +1% 2.01% 60.4% 135
FI
3640
Financial Insights
Washington
$360M +$1.42M +0.4% 4.51% 68.6% 161
SF
3641
Safeguard Financial
Wisconsin
$360M +$52.7M +17% 2.63% 21.9% 100
BOCH
3642
Blue Owl Capital Holdings
New York
$360M -$141M -28% 13.4% 59.7% 55
SCA
3643
Stokes Capital Advisors
South Carolina
$360M +$15.7M +5% 0.98% 53.4% 77
SH
3644
Svenska Handelsbanken
Sweden
$359M +$42.2M +13% 11.5% – 19
NWA
3645
New World Advisors
Massachusetts
$359M +$17.2M +5% 7.67% 110% 75
SC
3646
Shay Capital
New York
$359M +$18.2M +5% 0.78% 62.4% 375
LA
3647
Lifeworks Advisors
Michigan
$359M +$2.09M +0.6% 1.85% 53.3% 249
GF
3648
Genworth Financial
Virginia
$359M +$12.7M +4% 3.63% 59.4% 2
GLAM
3649
Gardner Lewis Asset Management
Pennsylvania
$359M +$26.5M +8% 8.83% 270% 81
AI
3650
AXS Investments
New York
$359M -$57.4M -14% 1% 88% 321
144 145
146
147 148