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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PFU
5126
Parus Finance (UK)
United Kingdom
$147M +$32M +28% 12.6% 186% 28
STC
5127
Sarah T. Connolly
$147M +$10.8M +8% 10.3% 35% 97
TPWM
5128
Twelve Points Wealth Management
Massachusetts
$147M +$18.1M +14% 9.35% 35.2% 169
MM
5129
MQS Management
New York
$147M -$7.55M -5% 7.47% 10.8% 632
TSWM
5130
Tyler-Stone Wealth Management
Ohio
$147M +$15.9M +12% 8.39% – 890
SRA
5131
Summit Rock Advisors
New York
$147M +$18.7M +15% 16.9% 86% 5
WIP
5132
WealthCare Investment Partners
Rhode Island
$147M +$25.9M +21% 7.34% 42.9% 121
WLPWM
5133
Walled Lake Planning & Wealth Management
Illinois
$147M +$3.65M +3% 14.8% 52.5% 87
RFG
5134
Range Financial Group
Oregon
$147M +$17.4M +13% 12.4% 102% 191
MBFW
5135
Morton Brown Family Wealth
Pennsylvania
$147M +$21.2M +17% 7.15% 34.5% 234
AIA
5136
Acute Investment Advisory
Arizona
$147M +$7.37M +5% 0.16% 2.93% 33
N
5137
Numerai
California
$147M – – 1.34% – 111
PE
5138
Platinum Equity
California
$146M -$12.5M -8% 6.52% 71.4% 8
HA
5139
HC Advisors
Georgia
$146M +$1.25M +0.9% 6.58% 52.2% 92
VF
5140
VitalStone Financial
Texas
$146M – – 3.41% – 615
SVG
5141
Sun Valley Gold
Idaho
$146M +$25.2M +21% 18.9% 168% 13
KCFA
5142
Key Client Fiduciary Advisors
New Jersey
$146M +$49.1M +51% 8.04% 62% 157
MWM
5143
McNaughton Wealth Management
California
$146M +$10.1M +7% 5.59% 36.8% 55
SIAM
5144
Sterling Investment Advisors (Missouri)
Missouri
$146M +$12.9M +10% 8.92% 30% 27
CIA
5145
Citadel Investment Advisory
Ohio
$146M +$15.1M +12% 14.3% 68.3% 79
AFM
5146
Abbot Financial Management
Massachusetts
$146M +$5.79M +4% 12.2% 81.4% 117
IWN
5147
Independent Wealth Network
Iowa
$146M +$18.2M +14% 8.55% 51.4% 204
CPW
5148
Crestmont Private Wealth
Texas
$146M +$14.3M +11% 7.04% 44% 48
SIM
5149
Strategic Investment Management
Virginia
$146M +$11.3M +8% 7.7% 34.6% 10
EP
5150
Elkhorn Partners
Nebraska
$146M +$7.91M +6% 6.88% 7.74% 47
204 205
206
207 208