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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BIP
5401
Blueprint Investment Partners
North Carolina
$125M -$3.41M -3% 6.64% 69.9% 79
RHCA
5402
Rosenthal Henry Capital Advisors
Indiana
$124M +$622K +0.5% 0.57% 38.2% 61
FRGX
5403
First Reserve GP XIII
Connecticut
$124M +$24.6M +25% 24.6% 56.1% 1
EBA
5404
Eagle Bay Advisors
New York
$124M – – 6.51% 59.5% 961
PIA
5405
Pinion Investment Advisors
Kansas
$124M +$16.2M +15% 6.79% 60.7% 150
P
5406
Palladiem
Pennsylvania
$124M +$9.21M +8% 5% 5.52% 63
AA
5407
Addison Advisors
Vermont
$124M – – 4.98% 45.7% 411
WAM
5408
Werlinich Asset Management
Connecticut
$124M +$9.92M +9% 10.8% 129% 56
ICM
5409
Islay Capital Management
Texas
$124M +$2.36M +2% 5.91% 60.1% 325
TMC
5410
Trellus Management Company
Florida
$124M +$36.7M +42% 175% 193% 81
GWM
5411
Gitterman Wealth Management
New Jersey
$123M -$31.6M -20% 4.49% 19% 86
PIM
5412
Ponoi II Management
California
$123M -$7.18M -5% 6.54% – 5
IAP
5413
Indie Asset Partners
Indiana
$123M +$35.5M +40% 6.95% 98% 132
DP
5414
Divergent Planning
Maryland
$123M +$6.17M +5% 6.39% 34% 19
MFA
5415
McClarren Financial Advisors
Pennsylvania
$123M +$11.5M +10% 5.44% 49.4% 359
LIG
5416
Lokken Investment Group
Delaware
$123M +$9.84M +9% 5.99% 47% 118
WF
5417
Williams Financial
Vermont
$123M +$7.24M +6% 3.82% 21.1% 52
FMC
5418
Financial Management Concepts
Florida
$123M +$12M +11% 7.24% – 31
ACM
5419
Altai Capital Management
California
$123M +$4.53M +4% 9.34% 104% 10
RVM
5420
Robinson Value Management
Texas
$123M +$902K +0.7% 2.77% 48.3% 72
CCG
5421
Capital CS Group
California
$123M +$20.2M +20% 15.4% 27.2% 106
TFP
5422
Triune Financial Partners
Kansas
$123M – – 1.89% 45.7% 22
STC
5423
Sarah T. Connolly
$122M +$10M +9% 7.57% 35% 93
AM
5424
Ampfield Management
New York
$122M +$4.29M +4% 7.15% 111% 29
TCM
5425
Taal Capital Management
Massachusetts
$122M +$374K +0.3% 4.13% – 50
215 216
217
218 219