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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DIP
4776
Davis Investment Partners
North Carolina
$206M +$18.6M +10% 13.2% – 117
HWP
4777
Highline Wealth Partners
California
$206M +$44.5M +27% 10.2% 88.6% 444
BOCM
4778
Bontempo Ohly Capital Management
Maryland
$206M +$23.9M +13% 10.9% 43.7% 37
FCB
4779
First County Bank
Connecticut
$206M +$14.2M +7% 10.1% – 171
HFRG
4780
Houlihan Financial Resource Group
Virginia
$206M +$19.4M +10% 9.17% 40.5% 101
EF
4781
Exeter Financial
Arizona
$206M +$16.9M +9% 7.75% 38.4% 90
PHAM
4782
Palisades Hudson Asset Management
Florida
$206M +$23.5M +13% 12% 50.1% 98
SST
4783
S Squared Technology
New York
$206M +$20.7M +11% 17.1% 160% 37
C1AG
4784
Client 1st Advisory Group
Florida
$206M +$16.9M +9% 8.72% 41.6% 105
TIA
4785
Tiemann Investment Advisors
California
$206M +$18.9M +10% 10.6% 66.6% 191
RWP
4786
Reliant Wealth Planning
Kentucky
$206M +$17.5M +9% 9.37% 37.2% 22
PAA
4787
Peregrine Asset Advisers
Oregon
$206M +$13.3M +7% 12.8% 163% 177
IVMX
4788
Institutional Venture Management XV
California
$206M +$35.8M +21% 22.9% 182% 5
GAMC
4789
Garner Asset Management Corp
Texas
$206M +$31.1M +18% 14.1% 62.2% 348
GWM
4790
Gray Wealth Management
Maine
$205M +$10.3M +5% 9.82% 22.1% 137
IIA
4791
ICW Investment Advisors
Arizona
$205M +$19.1M +10% 9.22% 50.2% 139
ECML
4792
Eagle Capital Management (Louisiana)
Louisiana
$205M +$23.5M +13% 11.9% 72.5% 35
SBF
4793
Sara-Bay Financial
Florida
$205M +$7.87M +4% 7.21% 185% 78
IPW
4794
IronBridge Private Wealth
Texas
$205M +$20.6M +11% 9.32% 73.6% 53
SCM
4795
Stonebridge Capital Management
California
$205M +$22M +12% 9.37% 71.8% 77
TFA
4796
Trinity Financial Advisors
Ohio
$205M +$16.8M +9% 9.13% 62.2% 78
RPCA
4797
Running Point Capital Advisors
California
$205M +$32.5M +19% 9.92% 41.3% 173
EL
4798
EWA LLC
Pennsylvania
$205M +$50.6M +33% 11.5% – 152
OPL
4799
Orland Properties Ltd
British Virgin Islands
$205M +$15.9M +8% 22.6% – 15
BO
4800
Bank OZK
Arkansas
$205M +$22.6M +12% 12.2% 76.2% 149
190 191
192
193 194