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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TLP
3676
Trinity Legacy Partners
Texas
$290M +$3.43M +1% 2.54% 55.4% 111
TI
3677
tru Independence
Oregon
$289M -$14.4M -5% 6.13% 42.3% 124
RPA
3678
Rock Point Advisors
Vermont
$289M -$15.6M -5% 6.39% 52.9% 103
WCM
3679
Windsor Capital Management
Arizona
$289M -$13.3M -4% 2.92% 37.7% 118
WPP
3680
Whalerock Point Partners
Rhode Island
$289M -$6.1M -2% 2.64% 96% 161
DT
3681
Daniels + Tansey
Delaware
$289M -$12.7M -4% 1.13% 21.1% 30
SWK
3682
Stephen W. Kidder
$288M -$17.2M -6% 3.9% 68.7% 78
CFM
3683
Capricorn Fund Managers
United Kingdom
$288M +$9.66M +3% 0.78% 80.2% 94
NCM
3684
New Capital Management
Texas
$288M – – 2.3% – 51
HW
3685
Hedeker Wealth
Illinois
$288M -$11.9M -4% 3.24% 101% 96
HI
3686
Handelsinvest Investeringsforvaltning
Denmark
$288M -$219M -43% 3.56% 37.9% 113
BI
3687
Bulldog Investors
New Jersey
$288M -$13.8M -5% 0.14% 28.5% 267
WWP
3688
Waypoint Wealth Partners
California
$288M -$4.04M -1% 3.35% 52.1% 79
FNB
3689
Farmers National Bank
Kentucky
$288M -$5.27M -2% 4.18% – 143
AB
3690
Aozora Bank
Japan
$288M -$10.3M -3% 3.45% 2.61% 4
WHGC
3691
Wealth High Governance Capital
Brazil
$288M +$49.1M +21% 0.81% – 34
SAM
3692
Shikiar Asset Management
New York
$288M -$22.6M -7% 4.26% – 83
SHIM
3693
Stone House Investment Management
Pennsylvania
$287M +$11.6M +4% 3.68% 38.9% 390
NWA
3694
New World Advisors
Massachusetts
$287M +$3.02M +1% 3.34% 110% 69
WFI
3695
West Family Investments
California
$287M +$29.5M +11% 3.87% 62.2% 260
SCA
3696
Stokes Capital Advisors
South Carolina
$287M -$10.3M -3% 4.2% 53.4% 84
SIAP
3697
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$287M -$15.9M -5% 3.22% 81.4% 149
IA
3698
IAM Advisory
Pennsylvania
$286M -$6.84M -2% 3% 47% 110
ASP
3699
Adams Street Partners
Illinois
$286M -$96.2M -25% 14.1% 263% 22
KFP
3700
Keystone Financial Planning
Ohio
$286M -$12.5M -4% 4.57% 13.4% 49
146 147
148
149 150