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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SIS
1751
Sound Income Strategies
Florida
$920M +$135M +17% 1.6% 23.9% 1,160
IWP
1752
Icon Wealth Partners
Texas
$919M – – 6.63% – 421
MTC
1753
McDaniel Terry & Co
Texas
$918M +$57.9M +7% 8.64% 69.9% 101
GWM
1754
Greenwich Wealth Management
Connecticut
$917M +$7.74M +0.9% 13.6% 216% 247
CCFCSB
1755
Cape Cod Five Cents Savings Bank
Massachusetts
$916M +$28.8M +3% 5.59% 20.2% 199
PM
1756
Pembroke Management
Quebec, Canada
$914M -$20.5M -2% 10.2% 71.2% 66
GHP
1757
Great Hill Partners
Massachusetts
$914M +$367M +67% 71.9% 100% 2
TIAM
1758
TT International Asset Management
United Kingdom
$913M -$109M -11% 6.51% 135% 57
AP
1759
Adero Partners
California
$912M +$81.8M +10% 9.17% 27.7% 177
BA
1760
Bristlecone Advisors
Washington
$912M +$96M +12% 11.6% 78.9% 359
RPAM
1761
Rhenman & Partners Asset Management
Sweden
$911M -$47.6M -5% 0.75% 98.3% 97
GC
1762
Garde Capital
Washington
$911M +$78M +9% 8.36% 58.5% 268
BONST
1763
Bank of Nova Scotia Trust
Ontario, Canada
$910M -$12.8M -1% 3.3% 33.2% 143
BW
1764
BIP Wealth
Georgia
$909M – – 5.04% – 175
NCGI
1765
Next Century Growth Investors
Minnesota
$909M +$75.8M +9% 17.3% 276% 112
CCA
1766
Castle Creek Arbitrage
Colorado
$908M -$227M -20% 2.63% 16.2% 627
NIM
1767
Nexus Investment Management
Ontario, Canada
$906M +$20.6M +2% 4.06% 44.2% 73
EP
1768
Edgestream Partners
New Jersey
$906M +$16.3M +2% 5.35% 31.6% 685
CC
1769
Courier Capital
New York
$905M +$37.3M +4% 5.84% 51.6% 302
GP
1770
Girard Partners
Pennsylvania
$904M +$21.8M +2% 8.3% 25.7% 271
PE
1771
PSG Equity
Massachusetts
$904M +$268M +42% 42.2% 16.2% 1
MFAM
1772
Motley Fool Asset Management
Virginia
$904M +$16.7M +2% 16.7% 125% 213
EWM
1773
Executive Wealth Management
Michigan
$901M +$87M +11% 6.13% 18.3% 207
TTWM
1774
TCV Trust & Wealth Management
Virginia
$901M +$20.5M +2% 3.45% 55.3% 199
UA
1775
Unison Advisors
District of Columbia
$900M +$132M +17% 4.23% 39.3% 181
69 70
71
72 73