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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
YIH
3751
Y-Intercept (HK)
Hong Kong
$237M 21.8% 25.7% 490
AFA
3752
Arlington Financial Advisors
California
$237M +$41.9M +21% 22.6% 55.6% 62
LTI
3753
Laffer Tengler Investments
Tennessee
$237M +$37.1M +19% 8.34% 69.4% 321
NPT
3754
Nixon Peabody Trust
Massachusetts
$237M +$19.9M +9% 11.5% 82.1% 75
MIC
3755
Meridian Investment Counsel
California
$237M +$30.6M +15% 16.1% 72.3% 190
TFM
3756
TFC Financial Management
Massachusetts
$237M +$34.8M +17% 12.7% 52.4% 609
CWM
3757
Cordatus Wealth Management
Pennsylvania
$237M +$28.9M +14% 16% 125% 162
CYG
3758
Clean Yield Group
Vermont
$237M +$34.8M +17% 10.5% 41.3% 450
WA
3759
Winfield Associates
Ohio
$237M +$26.9M +13% 11.3% 77.6% 139
OCM
3760
Oakview Capital Management
Texas
$237M +$7.52M +3% 23.5% 20.1% 17
RPSA
3761
Richard P. Slaughter Associates
Texas
$237M +$18.3M +8% 20.3% 33.8% 104
APW
3762
Aurora Private Wealth
New Jersey
$236M +$2.69M +1% 13.4% 75% 230
CP
3763
Covenant Partners
Tennessee
$236M +$29.6M +14% 19.4% 66% 205
P
3764
Paradiem
Louisiana
$236M 18.8% 83.7% 88
PRA
3765
Pine Ridge Advisers
New York
$236M 12.2% 87.1% 24
SWA
3766
Sutton Wealth Advisors
Florida
$236M +$29M +14% 15% 40.9% 1,262
OC
3767
One01 Capital
California
$236M 42.3% 123% 17
HNW
3768
High Note Wealth
Minnesota
$235M 10.9% 61.9% 75
CG1
3769
Canvas GP 1
California
$235M 198% 1
ARI
3770
Applied Research Investments
Delaware
$235M +$57.7M +33% 16% 48
ACM
3771
Anfield Capital Management
California
$235M +$61.4M +35% 12.4% 55% 90
OCM
3772
Orchard Capital Management
Illinois
$235M 41.3% 102% 44
SCP
3773
Stamos Capital Partners
California
$234M -$34.7M -13% 18% 29.6% 77
SIM
3774
Strategic Investment Management
Virginia
$234M -$66.7M -22% 15.5% 34.6% 13
ECM
3775
Elgethun Capital Management
South Dakota
$234M +$51.6M +28% 23% 60% 103