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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
1CP
4276
11 Capital Partners
Connecticut
$318M +$16.7M +6% 17.9% 62.9% 19
EW
4277
Evexia Wealth
Wisconsin
$318M +$42.9M +16% 13% 84
FAP
4278
Financial Advisory Partners
Florida
$318M +$19.1M +6% 7.32% 39.3% 67
NCM
4279
Neumann Capital Management
California
$318M +$28.8M +10% 12.4% 70.8% 103
CPA
4280
Court Place Advisors
Maryland
$318M +$16.5M +5% 9.05% 72.3% 153
NOI
4281
Newton One Investments
Delaware
$318M +$38.1M +14% 7.22% 29.9% 129
BWAM
4282
Boyd Watterson Asset Management
Ohio
$318M +$4.95M +2% 13.6% 79.2% 436
EL
4283
EWA LLC
Pennsylvania
$318M +$48.6M +18% 14.2% 233
CIA
4284
Corigliano Investment Advisers
North Carolina
$318M +$93.3M +42% 1.4% 62
KC
4285
Knuff & Co
California
$317M +$19.5M +7% 13.3% 94.8% 141
SCM
4286
Seascape Capital Management
New Hampshire
$317M +$30.5M +11% 10.9% 68.6% 103
OFP
4287
OLIO Financial Planning
Virginia
$317M +$27.7M +10% 6.9% 33.6% 64
SFP
4288
Sandbox Financial Partners
Maryland
$317M +$33.8M +12% 13% 79.8% 127
VST
4289
Van Strum & Towne
California
$317M +$19.3M +6% 7.4% 51.4% 114
3F
4290
360 Financial
Minnesota
$317M +$40.5M +15% 10.8% 58.6% 86
DWAM
4291
Duncan Williams Asset Management
Tennessee
$317M +$40M +14% 7.97% 156
WWM
4292
WJ Wealth Management
Arizona
$317M +$34.1M +12% 13.1% 77.2% 106
CPI
4293
Crestview Partners III
New York
$316M -$23.6M -7% 5.95% 40.4% 3
EC
4294
EdgeRock Capital
Colorado
$316M +$176M +125% 9.84% 60.8% 112
RWM
4295
Rench Wealth Management
Texas
$316M +$26.4M +9% 11.2% 80.9% 52
CAG
4296
Compass Advisory Group
New York
$316M +$28.8M +10% 7.27% 46.7% 77
APWM
4297
Argonautica Private Wealth Management
Massachusetts
$316M +$24.8M +9% 16% 189
AM
4298
Atwater Malick
Pennsylvania
$316M +$20.2M +7% 6.2% 51.5% 83
CMAI
4299
Capital Management Associates Inc
Minnesota
$316M -$126M -29% 6.64% 147
SP
4300
Sequent Planning
Nebraska
$316M +$37.9M +14% 8.01% 167