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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CP
3826
Covenant Partners
Tennessee
$249M +$43.4M +21% 12.5% 66% 193
TCOO
3827
Trust Company of Oklahoma
Oklahoma
$249M +$50.1M +25% 9.21% 69.6% 146
SA
3828
Stewardship Advisors
Pennsylvania
$248M +$17.5M +8% 6.56% 28.8% 51
JW
3829
Jenkins Wealth
Colorado
$248M – – 5.03% – 75
DC
3830
Defender Capital
North Carolina
$248M -$7.79M -3% 5.58% 102% 36
BM
3831
Bridger Management
New York
$248M -$83M -25% 13.8% 157% 46
PMA
3832
Prudent Man Advisors
Illinois
$247M +$36.3M +17% 8.21% 53.1% 207
MWM
3833
Mattern Wealth Management
Kansas
$247M -$1.53M -0.6% 9.8% 46.1% 165
GWA
3834
Geometric Wealth Advisors
District of Columbia
$247M +$39.2M +19% 11.1% 49.4% 33
PWM
3835
PBMares Wealth Management
Virginia
$247M +$17.7M +8% 11% 50.9% 170
BMC
3836
Benin Management Corp
Connecticut
$247M +$6.99M +3% 8.57% 67.6% 98
MGM
3837
Manchester Global Management
United Kingdom
$247M – – 5.98% – 19
AF
3838
Affiance Financial
Minnesota
$247M +$69.3M +39% 7.49% 46.3% 445
PFA
3839
Pathway Financial Advisers
Indiana
$247M – – 11.1% – 563
W
3840
WealthOne
New York
$247M +$14.9M +6% 5.95% 23.4% 126
FCT
3841
Family Capital Trust
Massachusetts
$247M +$28M +13% 14.1% 44.2% 50
TAS
3842
TIFF Advisory Services
Pennsylvania
$246M +$4.92M +2% 9.7% 77.7% 22
CA
3843
Crane Advisory
California
$246M +$51.6M +26% 3.34% 28.8% 28
SCP
3844
Steamboat Capital Partners
New York
$246M +$44.9M +22% 36.8% 269% 35
BCM
3845
Boltwood Capital Management
California
$246M +$27.9M +13% 8.74% 41.3% 151
ECM
3846
Endurant Capital Management
California
$246M -$60.8M -20% 13.1% 16.8% 78
BPCM
3847
Beach Point Capital Management
California
$246M -$48.9M -17% 1.38% 51% 28
WPP
3848
Whalerock Point Partners
Rhode Island
$246M +$18.4M +8% 9.66% 96% 150
SWRP
3849
Summit Wealth & Retirement Planning
California
$246M -$5.32M -2% 6.2% 50.8% 124
PIA
3850
Perennial Investment Advisors
California
$246M +$25.5M +12% 8.01% 71.2% 231
152 153
154
155 156