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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WIA
4401
Westbourne Investment Advisors
Maryland
$171M +$83.9M +96% 20.6% 99.9% 81
ISSM
4402
Invesco Senior Secured Management
New York
$171M +$54.9M +47% 36% 2.99% 21
IIM
4403
Ironwood Investment Management
Massachusetts
$171M +$30.9M +22% 29.9% 140% 171
SWIG
4404
Strategic Wealth Investment Group
Kentucky
$171M +$37.8M +28% 11.3% – 92
TWM
4405
TriaGen Wealth Management
California
$171M – – 14.8% 92.8% 166
RPCA
4406
Running Point Capital Advisors
California
$170M – – 9.55% 41.3% 126
IOOF
4407
Independent Order of Foresters
Ontario, Canada
$170M +$22.3M +15% 15.2% 58.2% 12
SCI
4408
Stableford Capital II
Arizona
$170M +$23.3M +16% 12.8% 47.4% 112
DLG
4409
Daniel L. Goodwin
$170M +$27.3M +19% 28.7% 72.7% 103
NFP
4410
Novak Financial Planning
Maryland
$170M – – 11.1% – 112
I2I
4411
Insight 2811 Inc
Illinois
$170M +$9.27M +6% 4.83% 20.4% 85
AICPI
4412
ABG Innovation Capital Partners III
Hong Kong
$170M – – 60.1% 18.2% 7
SAM
4413
Secure Asset Management
Michigan
$170M +$23.9M +16% 14.9% 72.3% 161
APCM
4414
Arbiter Partners Capital Management
New York
$170M +$29.1M +21% 9.01% 176% 54
PBO
4415
Peoples Bank (Ohio)
Ohio
$170M +$22.6M +15% 16.1% 54.7% 104
IC
4416
Innealta Capital
Texas
$170M +$16.1M +10% 13.6% 48.3% 46
RDWM
4417
Red Door Wealth Management
Tennessee
$170M +$33.9M +25% 12% 85% 110
LCH
4418
Lee Capital Holdings
New York
$170M -$1.33M -0.8% 11.9% 35% 95
IGYL
4419
I.G.Y. Ltd
United Kingdom
$170M +$8.33M +5% 5.21% 117% 3
RBFC
4420
Roman Butler Fullerton & Co
Missouri
$169M +$16.5M +11% 12.9% 114% 180
JAWM
4421
J. Arnold Wealth Management
Ohio
$169M +$34.7M +26% 9.99% 46.2% 96
DL
4422
DOHJ LLC
Washington
$169M +$9.59M +6% 8.95% 51.5% 84
ZR
4423
Zeno Research
New York
$169M – – 17.8% 25.3% 25
KOMWMG
4424
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$169M +$33M +24% 11.1% 39.8% 124
EW
4425
Emerson Wealth
Michigan
$169M +$20.9M +14% 16.4% 18.1% 22
175 176
177
178 179