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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WKWM
3776
Walter & Keenan Wealth Management
Indiana
$255M +$18.7M +8% 9.18% 70.2% 150
D
3777
Diversified
Delaware
$254M +$55.9M +28% 8.91% 34.4% 162
HIP
3778
Harrell Investment Partners
Texas
$254M +$15.1M +6% 9.85% 94% 99
WWP
3779
Waypoint Wealth Partners
California
$254M +$17.2M +7% 9.63% 52.1% 72
EPDL
3780
El Puerto de Liverpool
Mexico
$254M – – 3.53% – 1
PFM
3781
Peak Financial Management
Massachusetts
$254M +$14.4M +6% 6.8% 35.9% 73
SDWIA
3782
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$254M +$29.1M +13% 11.2% 66% 136
RIM
3783
RW Investment Management
Idaho
$254M – – 7.65% – 81
CIM
3784
CIM Investment Management
Pennsylvania
$254M +$29.1M +13% 8.11% 87.7% 259
XWM
3785
Xcel Wealth Management
Florida
$254M -$14.6M -5% 9.32% 92.7% 133
A
3786
Accenture
Ireland
$254M +$4.21M +2% 1.69% – 1
SFG
3787
Sovereign Financial Group
Connecticut
$254M +$7.27M +3% 6.71% 63% 231
BP
3788
Broadleaf Partners
Ohio
$254M +$13.2M +5% 10.7% 156% 74
TOGEPT
3789
Trustees of General Electric Pension Trust
Connecticut
$253M +$13.6M +6% 35.3% 184% 1
FFG
3790
Ford Financial Group
California
$253M +$13.2M +5% 6.56% 47.7% 128
WCA
3791
Westover Capital Advisors
Delaware
$253M -$8.6M -3% 7.29% 106% 169
LC
3792
Lavaca Capital
Texas
$253M +$74.3M +42% 7.47% 64.9% 154
HCM
3793
Hudson Capital Management
New Jersey
$253M +$51.8M +26% 8.17% 47.4% 68
SCP
3794
Syntal Capital Partners
Texas
$253M +$7.99M +3% 9.65% 102% 104
IVMX
3795
Institutional Venture Management XIV
California
$252M -$75.2M -23% 2.08% 23.3% 5
SFG
3796
Summit Financial Group
West Virginia
$252M +$11.6M +5% 9.84% 26.1% 196
KDA
3797
Kraft Davis & Associates
Missouri
$252M – – 6.75% – 98
EA
3798
Evergreen Advisors
Tennessee
$252M +$14.4M +6% 7.04% 33% 17
OBWP
3799
O'Brien Wealth Partners
Massachusetts
$252M +$14.2M +6% 3.15% 41.6% 65
TFGT
3800
TS Financial Group (TSFG)
Illinois
$252M +$38M +18% 7.73% 61.4% 1,101
150 151
152
153 154