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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
GIA
5101
Goodwin Investment Advisory
Georgia
$153M +$12.4M +9% 10% 60.9% 223
OFM
5102
Omega Fund Management
Massachusetts
$153M -$143M -48% 0.53% 82.4% 16
CJFS
5103
Coulter & Justus Financial Services
Tennessee
$153M +$6.09M +4% 4.62% 53
TRIA
5104
Trail Ridge Investment Advisors
Colorado
$153M +$8.01M +6% 7.17% 69.5% 126
CB
5105
Centennial Bank
Arkansas
$153M -$21.6M -12% 3.63% 344
ECML
5106
Eagle Capital Management (Louisiana)
Louisiana
$153M +$16.8M +12% 5.48% 72.5% 36
EFSCE
5107
Enterprise Financial Services Corp (EFSC)
Missouri
$153M +$8.27M +6% 4.61% 71.6% 164
FA
5108
Fortis Advisors
Pennsylvania
$153M +$21.8M +17% 3.42% 30.7% 287
AIC
5109
Aurora Investment Counsel
Georgia
$153M +$8.3M +6% 6.62% 52% 128
CPW
5110
Crestmont Private Wealth
Texas
$153M +$6.8M +5% 4.57% 44% 49
APIM
5111
Agate Pass Investment Management
Washington
$153M +$11.5M +8% 3.83% 53.1% 97
GB
5112
Goepper Burkhardt
South Carolina
$153M +$9.96M +7% 5.16% 48.2% 70
RFG
5113
Range Financial Group
Oregon
$153M +$6.06M +4% 6.12% 102% 192
AIA
5114
Acute Investment Advisory
Arizona
$153M +$5.99M +4% 0.2% 2.93% 22
BSI
5115
Bennett Selby Investments
Maine
$153M +$19.2M +14% 18% 105% 58
FSA
5116
Financial Services Advisory
Maryland
$153M -$2.33M -2% 7.45% 65.8% 45
HP
5117
Hartree Partners
New York
$153M +$36.1M +31% 2.5% 99.3% 66
TWM
5118
Trinity Wealth Management
Pennsylvania
$152M +$11.9M +8% 4.64% 39.5% 47
KSWA
5119
Kathleen S. Wright Associates
Pennsylvania
$152M +$4.76M +3% 4.39% 48.8% 209
FWA
5120
FOCUS Wealth Advisors
Texas
$152M +$7.65M +5% 2.64% 42.5% 65
BSAM
5121
Blue Square Asset Management
New York
$152M -$3.39M -2% 3.64% 73.7% 77
ATWA
5122
Arbor Trust Wealth Advisors
Michigan
$152M +$7.25M +5% 5.81% 53.3% 104
IW
5123
Imprint Wealth
South Carolina
$152M 2.91% 158
LCM
5124
LDR Capital Management
New York
$152M -$30.6M -17% 6.63% 7.33% 39
ACH
5125
Axis Capital Holdings
Bermuda
$152M +$9.96M +7% 7.01% 62.2% 3