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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SRA
4651
Summit Rock Advisors
New York
$217M +$14.2M +7% 4.67% 86% 4
SA
4652
Sycale Advisors
New York
$217M -$18.5M -8% 4.7% 27.5% 23
WW
4653
Westshore Wealth
California
$217M +$36.7M +20% 9.91% 44% 103
HH
4654
HWG Holdings
Texas
$217M +$38.6M +22% 15.5% – 154
SWMG
4655
Signature Wealth Management Group
Georgia
$216M – – 7.61% – 99
WCM
4656
Weik Capital Management
Pennsylvania
$216M +$13M +6% 9.79% 72.2% 95
SHA
4657
Seneca House Advisors
Virginia
$216M +$23.8M +12% 11.2% 44.5% 80
DP
4658
Denver PWM
Colorado
$216M -$23.2M -10% 7.74% 37.5% 112
LM
4659
Luminus Management
Texas
$216M -$106M -33% 11.3% 17.7% 28
FBT
4660
First Bankers Trust
Kentucky
$216M +$17.2M +9% 8.67% 57.6% 121
HZ
4661
Hixon Zuercher
Ohio
$215M +$24.6M +13% 12.1% 89.8% 64
ACM
4662
Altai Capital Management
California
$215M +$85.9M +66% 50.1% 104% 7
GI
4663
Glovista Investments
New Jersey
$215M +$46.8M +28% 6.88% 2.48% 44
RCM
4664
Raleigh Capital Management
North Carolina
$215M +$19.2M +10% 9.66% 46.2% 1,209
ILI
4665
Invesco LLC (Illinois)
Illinois
$215M +$16.8M +8% 10.9% – 162
RHP
4666
Royal Harbor Partners
Texas
$215M +$23.2M +12% 8.79% 47.8% 55
VIM
4667
Vista Investment Management
Pennsylvania
$215M +$24.8M +13% 8.95% 37.6% 172
BBWA
4668
Bell & Brown Wealth Advisors
California
$215M – – 12.5% – 73
LIM
4669
Letson Investment Management
Georgia
$215M – – 10.6% – 92
WLPWM
4670
Walled Lake Planning & Wealth Management
Illinois
$215M +$15.5M +8% 10.6% 52.5% 113
CFCI
4671
Comprehensive Financial Consultants Institutional
Indiana
$215M +$24.8M +13% 10.3% 62.6% 164
HVP
4672
Hudson Value Partners
Florida
$215M +$24.6M +13% 12.8% 88.9% 104
MWM
4673
MTC Wealth Management
Florida
$215M +$11.9M +6% 8% 22.2% 13
JF
4674
Joule Financial
Kentucky
$215M +$19.3M +10% 10.2% 43.8% 115
EA
4675
Everpar Advisors
Oklahoma
$215M – – 12.6% – 276
185 186
187
188 189