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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AR
4526
Apeiron RIA
Texas
$210M -$33.8M -14% 0.81% 48.2% 185
LHC
4527
Lodge Hill Capital
New York
$210M -$160M -43% 11.1% 13.8% 32
CFA
4528
Camarda Financial Advisors
Florida
$210M +$32.9M +19% 2.53% 123% 151
BFA
4529
Beacon Financial Advisory
Ohio
$209M -$7.31M -3% 2.88% 54.9% 250
WBC
4530
West Branch Capital
Massachusetts
$209M -$25.7M -11% 3.85% 126% 478
TA
4531
Tamarack Advisers
California
$209M -$33M -14% 6.33% 45.8% 58
WCM
4532
WestBridge Capital Management
Mauritius
$209M -$134M -39% 4.72% 40.6% 2
PFT
4533
Providence First Trust
Arizona
$209M -$12.6M -6% 5.98% 37.8% 93
TWA
4534
Tillar-Wenstrup Advisors
Ohio
$209M -$3.59M -2% 3.44% 27.4% 46
RWM
4535
Rockwood Wealth Management
Pennsylvania
$209M -$16.5M -7% 4.5% 38.3% 128
CFO
4536
Colony Family Offices
North Carolina
$208M +$1.07M +0.5% 3.31% 38.1% 34
DFA
4537
DHJJ Financial Advisors
Illinois
$208M -$4.73M -2% 4.65% 50.3% 138
JFG
4538
Jefferies Financial Group
New York
$208M -$15.7M -7% 3.36% 16% 6
KTM
4539
Keeler Thomas Management
Utah
$208M -$22.8M -10% 2.87% 43.5% 79
EWMCB
4540
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208M -$11.6M -5% 3.85% 13% 51
HIC
4541
Harbor Island Capital
Massachusetts
$208M -$17.3M -8% 7.94% 95.7% 15
PWM
4542
Prentice Wealth Management
New York
$208M -$5.42M -3% 4.33% 39.5% 106
LFA
4543
Landmark Financial Advisors
Kentucky
$208M -$16.5M -7% 1.85% 11.8% 91
BLC
4544
Brown, Lisle/Cummings
Rhode Island
$208M +$8.06M +4% 3.36% 61.8% 488
RCM
4545
Rings Capital Management
Illinois
$208M -$35.5M -15% 7.35% 109% 7
GAAM
4546
Guinness Atkinson Asset Management
California
$208M -$20.8M -9% 6.21% 116% 98
ITIM
4547
Indiana Trust & Investment Management
Indiana
$208M -$8.36M -4% 1.89% 78.2% 122
RWM
4548
RBA Wealth Management
California
$208M -$3.57M -2% 0.62% 66.2% 113
PTP
4549
Platform Technology Partners
New York
$208M -$19.6M -9% 3.16% – 238
UFA
4550
US Financial Advisors
Massachusetts
$208M -$11.7M -5% 4.74% 12.6% 84
180 181
182
183 184