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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CPW
4901
Crestmont Private Wealth
Texas
$197M +$33M +20% 9.93% 44% 50
GCP
4902
Garda Capital Partners
Minnesota
$197M +$39.1M +25% 2.1% 290
RIM
4903
Reliant Investment Management
Tennessee
$196M +$24.8M +14% 12.2% 98.8% 65
W
4904
WorthPointe
California
$196M +$31.9M +19% 10.6% 48.1% 82
SWA
4905
ShankerValleau Wealth Advisors
Illinois
$196M +$18.4M +10% 8.48% 59% 23
TFA
4906
TPG Financial Advisors
Oregon
$196M +$2.86M +1% 8.77% 63
CWM
4907
Capital Wealth Management
Rhode Island
$196M +$13.9M +8% 8.43% 37.1% 41
GC
4908
Greencape Capital
Australia
$196M +$11.6M +6% 16.6% 484% 3
SIC
4909
Sterling Investment Counsel
New York
$196M +$21.4M +12% 11.1% 69.6% 171
SL
4910
SIB LLC
New York
$196M +$27.1M +16% 18.9% 29.1% 18
IRAG
4911
Investment Research & Advisory Group
Georgia
$196M +$19.7M +11% 12.6% 97.2% 235
FMTCOCP
4912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196M +$43M +28% 9.87% 61% 456
CCP
4913
Carmel Capital Partners
California
$196M -$27M -12% 11.6% 70.6% 762
PWM
4914
Palumbo Wealth Management
New York
$196M +$13.9M +8% 9.68% 55.9% 135
ODA
4915
One Degree Advisors
California
$196M 8.83% 54
SJIM
4916
St. Johns Investment Management
Florida
$196M +$20.3M +12% 11.5% 64.7% 202
GAAM
4917
Guinness Atkinson Asset Management
California
$195M +$15.7M +9% 12.7% 116% 105
BIMC
4918
Benson Investment Management Company
Virginia
$195M +$17.4M +10% 12.3% 78.1% 55
CWA
4919
Centennial Wealth Advisory
Michigan
$195M +$9.42M +5% 8.71% 44.3% 154
UC
4920
Unio Capital
New Jersey
$195M +$10.8M +6% 14.3% 107% 41
SCA
4921
Sander Capital Advisors
Washington
$195M +$23M +13% 16.3% 89.2% 17
DR
4922
Davis Rea
Ontario, Canada
$195M +$10.9M +6% 14.4% 62.7% 41
MWM
4923
MBE Wealth Management
Wisconsin
$195M +$21.2M +12% 10.5% 47.9% 98
FC
4924
Fusion Capital
South Carolina
$195M +$17.7M +10% 10.8% 63.5% 76
RFP
4925
Roth Financial Partners
Texas
$195M +$35.5M +22% 10.2% 47.6% 28