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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ONST
3926
Old North State Trust
North Carolina
$143M +$45.4M +46% 10.1% – 401
BP
3927
Broadleaf Partners
Ohio
$143M +$18.2M +15% 20.9% 156% 55
AIM
3928
Aspen Investment Management
Michigan
$143M +$18.6M +15% 11.6% 57.9% 140
TW
3929
Towerpoint Wealth
California
$143M +$18.5M +15% 9% 47.1% 53
GWM
3930
Graybill Wealth Management
Illinois
$143M +$23.2M +19% 15.1% – 50
IAMOG
3931
Investors Asset Management of Georgia
Georgia
$143M +$20.7M +17% 23.3% 71.6% 145
WAM
3932
Westport Asset Management
Connecticut
$143M +$23.1M +19% 21.7% 81% 62
SJL
3933
Shayne & Jacobs LLC
Tennessee
$143M +$5.7M +4% 5.92% 72.1% 26
RBFC
3934
Roman Butler Fullerton & Co
Missouri
$143M +$25.4M +22% 13.8% 114% 189
SL
3935
SWF LLC
Nebraska
$143M +$137K +0.1% 0.55% 94.7% 2
UC
3936
Unio Capital
New Jersey
$143M +$16.1M +13% 12.1% 107% 73
SWMG
3937
Signature Wealth Management Group
Georgia
$143M +$13.9M +11% 10.5% – 77
WPA
3938
West Paces Advisors
Georgia
$143M +$13.1M +10% 10.6% 37.9% 489
LA
3939
LFL Advisers
Illinois
$143M +$15.3M +12% 13.2% 73.1% 9
EA
3940
Elm Advisors
California
$143M +$18.6M +15% 12% 50.5% 87
RRWA
3941
Rainey & Randall Wealth Advisors
Florida
$142M +$16M +13% 10.3% 33.3% 43
EU
3942
Emory University
Georgia
$142M +$15.4M +12% 16% – 52
AF
3943
Aldebaran Financial
$142M +$10.8M +8% 12.2% 69.8% 103
LBC
3944
Lawrence B. Cohen
$142M +$13.3M +10% 12.8% 41.8% 70
1NWS
3945
1 North Wealth Services
Maryland
$142M +$22.1M +18% 7.85% – 361
NGA
3946
New Generation Advisors
Massachusetts
$142M +$3.76M +3% 0.41% 46.4% 33
HM
3947
HCSF Management
California
$142M -$5.15M -4% 7.3% 58.8% 12
AGPM
3948
ASA Gold & Precious Metals
Maine
$142M -$1.39M -1% 7.48% 7.06% 16
OBWP
3949
O'Brien Wealth Partners
Massachusetts
$141M -$4.63M -3% 11.4% 41.6% 45
SPIO
3950
Seven Post Investment Office
California
$141M +$21.9M +18% 22% 50.6% 23
156 157
158
159 160