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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PAWA
4826
Palo Alto Wealth Advisors
California
$264M +$7.94M +3% 13.8% – 57
IP
4827
Investment Partners
Ohio
$264M +$23M +10% 9.6% 59% 160
DIGDR
4828
Dynamo Internacional Gestao de Recursos
Brazil
$264M -$31.2M -11% 30.1% 199% 7
MAM
4829
Monaco Asset Management
Monaco
$264M +$66.4M +34% 0.94% 31.8% 107
DPCM
4830
Doma Perpetual Capital Management
Florida
$264M +$9.59M +4% 6.98% – 10
BIMC
4831
Benson Investment Management Company
Virginia
$264M +$34.2M +15% 13.3% 78.1% 63
SM
4832
Sensible Money
Arizona
$264M +$30.4M +13% 8.96% – 90
TF
4833
Theory Financial
Colorado
$264M +$26.5M +11% 7.2% – 94
SW
4834
StrongBox Wealth
Missouri
$264M +$23.6M +10% 8.47% 50.6% 88
RGF
4835
Retirement Guys Formula
Ohio
$263M +$62M +31% 7.83% 55.2% 155
SG
4836
Sharper & Granite
California
$263M +$21.1M +9% 5.33% – 108
SAS
4837
Stelac Advisory Services
New York
$263M +$20.5M +8% 10.4% 61.4% 111
TPW
4838
Tiller Private Wealth
Pennsylvania
$263M +$23M +10% 8.29% 50% 62
CRI
4839
Commonwealth Retirement Investments
Virginia
$263M +$17.3M +7% 7.08% – 115
HC
4840
Hillman Company
Pennsylvania
$263M -$1.59M -0.6% 14.9% 154% 15
CL
4841
COWA LLC
Oklahoma
$263M +$28.5M +12% 4.37% 45.5% 145
OCM
4842
Orion Capital Management
California
$262M +$25.1M +11% 8.52% 72.7% 479
GU
4843
Georgetown University
District of Columbia
$262M +$12.6M +5% 6.77% 70.4% 17
BIG
4844
Boothe Investment Group
Delaware
$262M +$43.1M +20% 8.29% 43.5% 44
SHCM
4845
Silver Heights Capital Management
Ontario, Canada
$262M +$42.1M +19% 9.75% 25.9% 4
PIP
4846
Peachtree Investment Partners
Florida
$262M +$8.98M +4% 9.33% 94.4% 135
RLIM
4847
Red Lighthouse Investment Management
New York
$262M +$16.4M +7% 8.3% – 119
KWM
4848
Kanen Wealth Management
Florida
$261M +$13.2M +5% 8.83% 137% 28
UBG
4849
United Bank (Georgia)
Georgia
$261M +$19.3M +8% 9.4% 65.7% 120
LCM
4850
Lunt Capital Management
Utah
$261M -$13.6M -5% 3.97% – 97
192 193
194
195 196