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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WIA
4201
Westbourne Investment Advisors
Maryland
$147M +$12.9M +10% 12.6% 99.9% 98
RWM
4202
RBA Wealth Management
California
$147M +$15.7M +12% 10.7% 66.2% 104
HCL
4203
Heard Capital LLC
Illinois
$147M 6.05% 117% 23
FP
4204
Financial Perspectives
Minnesota
$147M 6.42% 78.3% 514
TIA
4205
Tiemann Investment Advisors
California
$146M +$8.88M +6% 8.2% 66.6% 187
DR
4206
Davis Rea
Ontario, Canada
$146M +$9.83M +7% 6.82% 62.7% 47
SF
4207
Susquehanna Foundation
Pennsylvania
$146M +$16.4M +13% 12.6% 36.7% 4
MP
4208
Marcho Partners
United Kingdom
$146M 3.21% 165% 10
CGI
4209
Cougar Global Investments
Ontario, Canada
$146M -$3.23M -2% 2.86% 17.4% 19
RFA
4210
Radnor Financial Advisors
Pennsylvania
$146M 6.92% 2.54% 17
SDWIA
4211
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$146M +$20.2M +16% 10.4% 66% 86
TAA
4212
Turiya Advisors Asia
Hong Kong
$146M +$35.7M +32% 9.53% 56.1% 8
DRS
4213
Deane Retirement Strategies
Louisiana
$146M +$5.88M +4% 2.27% 46.9% 68
MS
4214
Marshall & Sullivan
Washington
$146M +$9.85M +7% 9.16% 61% 39
ACA
4215
Ascension Capital Advisors
Texas
$146M 4.24% 53.2% 53
WPEP
4216
Walnut Private Equity Partners
Nebraska
$146M +$5.62M +4% 3.49% 67% 23
FA
4217
Financial Advantage
Maryland
$146M -$838K -0.6% 6.64% 24.3% 154
EWMCB
4218
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$146M +$7.86M +6% 5.4% 13% 36
SB
4219
Strategic Blueprint
Georgia
$146M +$12.7M +10% 6.87% 62.4% 470
OIWM
4220
OptiFour Integrated Wealth Management
Virginia
$145M +$4.57M +3% 4.87% 74
ICM
4221
IMS Capital Management
Oregon
$145M +$14.2M +11% 11.7% 87.8% 135
PSCM
4222
Prince Street Capital Management
New York
$145M +$4.94M +4% 14.4% 200% 24
FCCM
4223
First City Capital Management
Georgia
$145M +$8.58M +6% 7.26% 59.1% 143
ILM
4224
Indigo Latam Management
Arizona
$145M +$5.71M +4% 4.1% 39.3% 1
SAM
4225
Selway Asset Management
$145M +$8.99M +7% 9.78% 36.5% 73