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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TIA
5526
Trust Investment Advisors
Indiana
$113M +$11.1M +11% 8.54% 114% 81
BA
5527
Bluesphere Advisors
Pennsylvania
$113M +$2.32M +2% 7.9% 84.7% 97
CAM
5528
Connacht Asset Management
New York
$113M -$14.2M -11% 1.22% 12.1% 138
DC
5529
DPM Capital
Florida
$113M -$41M -27% 11% 110% 2
DWM
5530
Defined Wealth Management
Oregon
$113M +$7.01M +7% 6.95% 56.2% 98
SSC
5531
Syverson Strege & Co
Iowa
$112M +$16.2M +17% 3.34% 47.3% 304
GCIG
5532
Grand Central Investment Group
Florida
$112M +$9.33M +9% 6.04% 40
FH
5533
FWG Holdings
Florida
$112M 8.07% 70.1% 87
RC
5534
Ronit Capital
United Kingdom
$112M -$45.1M -29% 2.35% 76
BMD
5535
Better Money Decisions
New Mexico
$112M +$14.9M +15% 4.96% 32.7% 623
BG
5536
Benedetti & Gucer
Georgia
$111M +$2.62M +2% 9.77% 42.6% 101
PSIWM
5537
Paradigm Strategies in Wealth Management
Minnesota
$111M +$7.69M +7% 2.62% 28.9% 279
MSA
5538
Mason Street Advisors
Wisconsin
$111M -$2.61M -2% 1.86% 30.2% 8
TBNY
5539
Trustco Bank (New York)
New York
$111M -$7.95M -7% 3.79% 71.2% 73
AWAP
5540
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$111M +$9.85M +10% 6.2% 48.2% 117
ARIS
5541
Advanced Research Investment Solutions
California
$111M +$24.7M +29% 7.16% 13.2% 77
OIM
5542
Orca Investment Management
Oregon
$111M +$14.5M +15% 7.82% 71.1% 66
4FG
5543
4Thought Financial Group
New York
$111M +$7.19M +7% 4.62% 31.4% 116
TC
5544
Touchstone Capital
Pennsylvania
$111M +$1.34M +1% 5.68% 22.6% 16
SCM
5545
Springhouse Capital Management
Connecticut
$111M +$10.2M +10% 2.31% 50.3% 25
A
5546
Atlassian
California
$110M +$18.8M +20% 20.5% 1
VWA
5547
VERITY Wealth Advisors
United States
$110M -$2.73M -2% 6.31% 47% 56
AGP
5548
Akaris Global Partners
New York
$110M +$7.15M +7% 8.41% 32.4% 19
SWMP
5549
Signature Wealth Management Partners
New Jersey
$110M +$5.88M +6% 6.51% 77.2% 113
MSS
5550
Mitchell Sinkler & Starr
Pennsylvania
$110M +$6.78M +7% 6.2% 63% 104