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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TWP
3926
Total Wealth Planning
Ohio
$216M +$23.6M +12% 10.8% 29.6% 42
HWM
3927
Hemington Wealth Management
Virginia
$216M – – 13.9% 56.2% 81
RA
3928
Riversedge Advisors
Delaware
$216M +$26.8M +14% 11.8% 43.8% 50
CIM
3929
Cowen Investment Management
New York
$216M -$20.2M -9% 9.8% 1.83% 196
KIG
3930
Kowal Investment Group
Wisconsin
$215M – – 11.4% 21.1% 90
OFCM
3931
One Fin Capital Management
California
$215M +$59.4M +38% 24.1% 67.3% 30
WOC
3932
West Oak Capital
California
$215M +$33.4M +18% 10.8% 87.7% 357
RFA
3933
Radnor Financial Advisors
Pennsylvania
$215M +$40.6M +23% 17.3% 2.54% 21
SI
3934
SimpliFi Inc
California
$215M +$13.8M +7% 6.99% 21.1% 26
ACM
3935
Atalaya Capital Management
New York
$215M – – 66% 10.8% 80
HIM
3936
Hotaling Investment Management
Pennsylvania
$214M +$29.4M +16% 13.2% 52.7% 120
BIA
3937
BHK Investment Advisors
Alabama
$214M +$36.6M +21% 13.9% 43.9% 63
TJHA
3938
Thomas J. Herzfeld Advisors
Florida
$214M +$65.4M +44% 18.8% 21% 313
BW
3939
Bison Wealth
Georgia
$214M +$43.8M +26% 12.8% 37.4% 423
T
3940
Tinicum
New York
$214M +$50.2M +31% 31.2% 21.1% 2
AFA
3941
Atlanta Financial Associates
Georgia
$214M +$19.4M +10% 9.25% – 78
WPWM
3942
Windward Private Wealth Management
Kansas
$214M – – 9.12% 27.3% 43
PAA
3943
Peregrine Asset Advisers
Oregon
$214M +$32M +18% 10.5% 163% 143
PWP
3944
Personal Wealth Partners
Minnesota
$214M +$23.2M +12% 13.2% 37.2% 74
HCM
3945
HGI Capital Management
New York
$214M +$43.4M +25% 15.3% 26.8% 73
CP
3946
Capital Planning
Washington
$214M – – 11.9% 69.9% 66
PIC
3947
PCJ Investment Counsel
Ontario, Canada
$213M -$6.1M -3% 21.3% 105% 102
AP
3948
Agilis Partners
Massachusetts
$213M -$53.6M -20% 8.23% 8.47% 27
MCA
3949
Mendon Capital Advisors
Florida
$213M +$41.8M +24% 50% – 67
CAM
3950
Centre Asset Management
New York
$213M -$94.5M -31% 15% 45.4% 69
156 157
158
159 160