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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CSIA
3726
Conrad Siegel Investment Advisors
Pennsylvania
$344M +$2.29M +0.7% 0.96% 49.5% 42
GH
3727
Geisinger Health
Pennsylvania
$344M -$14.7M -4% 1.24% – 6
HIP
3728
Harrell Investment Partners
Texas
$344M +$6.57M +2% 3.79% 94% 94
FVCM
3729
F&V Capital Management
Florida
$343M +$3.52M +1% 0.34% 60.2% 60
PWM
3730
Paulson Wealth Management
Illinois
$343M +$2.63M +0.8% 2.21% 47.1% 146
AIC
3731
Archer Investment Corporation
Indiana
$343M +$9.9M +3% 1.34% 51.5% 1,176
WWP
3732
Waypoint Wealth Partners
California
$342M -$9.15M -3% 0.76% 52.1% 77
CIP
3733
Convergence Investment Partners
Florida
$342M +$81.1M +31% 5.94% 151% 303
SGCM
3734
Sand Grove Capital Management
United Kingdom
$342M -$95.1M -22% 2.41% 224% 33
KMWM
3735
Keudell/Morrison Wealth Management
Oregon
$342M +$11.4M +3% 2.53% 42.6% 217
FC
3736
Financial Consulate
Maryland
$341M +$2.77M +0.8% 0.53% 44.1% 42
VP
3737
Vitruvian Partners
United Kingdom
$341M +$25.3M +8% 13.9% 119% 8
AWAU
3738
Alliance Wealth Advisors (Utah)
Utah
$341M +$5.33M +2% 0.38% – 247
AMG
3739
Ace Management Global
Brazil
$340M +$69.9M +26% 2.26% – 9
MWM
3740
Marion Wealth Management
Pennsylvania
$340M +$5.47M +2% 0.66% 39.4% 123
WPIC
3741
White Pine Investment Company
Michigan
$340M +$1.71M +0.5% 0.89% 61.3% 68
MCM
3742
Monarch Capital Management
Indiana
$340M -$14M -4% 1.75% 49.3% 118
EGA
3743
E&G Advisors
Texas
$340M +$21.5M +7% 3.8% 67.6% 211
CFO
3744
Collective Family Office
Pennsylvania
$340M +$31.8M +10% 0.22% 35.8% 184
SC
3745
Stempoint Capital
New York
$340M -$34.3M -9% 9.67% – 66
MCM
3746
Monument Capital Management
Virginia
$340M -$7.07M -2% 1.67% 108% 202
FFA
3747
Fairfield Financial Advisors
Massachusetts
$340M – – 3.37% – 290
PS
3748
Pensionfund Sabic
Netherlands
$340M +$2.34M +0.7% 2.12% 22.3% 194
SA
3749
SoftVest Advisors
Texas
$339M +$58.7M +21% 21% 75.8% 4
RRCM
3750
Rappaport Reiches Capital Management
Illinois
$339M +$19.8M +6% 3.51% 17.6% 111
148 149
150
151 152