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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
GAG
3776
Goodman Advisory Group
Massachusetts
$335M +$19.4M +6% 5.4% 64.9% 214
ER
3777
EVR Research
Virginia
$335M -$112M -25% 6.83% 109% 40
PM
3778
Prosight Management
Texas
$335M -$24.9M -7% 19.3% 21.8% 55
SP
3779
SWS Partners
Ohio
$335M +$87.6K +0% 0.63% 77.2% 315
GDS
3780
Gimbel Daniel Scott
$334M -$11.8M -3% 3.4% 61.2% 2
WWM
3781
Wagner Wealth Management
South Carolina
$334M +$6.3M +2% 0.77% 31.3% 275
EPDL
3782
El Puerto de Liverpool
Mexico
$334M +$15M +5% 4.69% – 1
CWA
3783
Cornerstone Wealth Advisors
Minnesota
$334M +$9.32M +3% 1.97% 36.5% 50
EA
3784
Evergreen Advisors
Tennessee
$334M +$6.61M +2% 0.4% 33% 18
BA
3785
Birinyi Associates
Connecticut
$334M +$27.3M +9% 10.9% 109% 61
CP
3786
Capital Planning
Washington
$334M +$27.2M +9% 3.08% 69.9% 83
WFI
3787
West Family Investments
California
$334M +$11.2M +3% 4.97% 62.2% 278
HFS
3788
Haverford Financial Services
Pennsylvania
$334M -$13.8M -4% 3.33% 58.6% 45
RPA
3789
Rock Point Advisors
Vermont
$333M -$3.17M -0.9% 3.07% 52.9% 110
SWG
3790
Summit Wealth Group
Vermont
$333M +$186M +127% 1.9% 37.2% 97
KI
3791
Kapitalo Investimentos
Brazil
$333M -$121M -27% 0.13% 64.6% 320
CSUI
3792
Cincinnati Specialty Underwriters Insurance
Ohio
$333M +$14.9M +5% 7.27% 109% 41
SFA
3793
Semmax Financial Advisors
North Carolina
$333M +$28.8M +9% 0.44% – 459
BCM
3794
Beryl Capital Management
California
$333M +$251M +305% 64.2% 2,587% 40
SIM
3795
Seaview Investment Managers
Florida
$332M +$91.2K +0% 5.35% 124% 108
MW
3796
Maia Wealth
Colorado
$332M – – 3% – 224
BCP
3797
Berkeley Capital Partners
Georgia
$332M +$4.11M +1% 1.61% 45.8% 168
FNB
3798
Farmers National Bank
Kentucky
$332M -$3.31M -1% 0.03% – 159
LAM
3799
L2 Asset Management
Massachusetts
$332M +$27.3M +9% 3.71% 111% 236
RGC
3800
Roberts, Glore & Co
Illinois
$332M -$2.34M -0.7% 1.44% 56.2% 216
150 151
152
153 154