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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CIM
1776
Corda Investment Management
Texas
$1.25B -$29.7M -2% 1.4% 32.3% 74
GWANC
1777
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.25B +$327M +35% 0.7% 47.4% 543
NC
1778
NewSquare Capital
Pennsylvania
$1.25B -$6.12M -0.5% 0.54% 46.4% 937
NFA
1779
Nationwide Fund Advisors
Ohio
$1.25B -$16.8M -1% 4.43% 7.29% 7
SC
1780
Sepio Capital
Utah
$1.25B -$34.9M -3% 4.06% 75.9% 312
KP
1781
Keel Point
Alabama
$1.25B +$48.2M +4% 2.87% 67.9% 475
SBWIC
1782
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.25B -$7.14M -0.6% 1.52% 69.5% 153
SCA
1783
Stonebridge Capital Advisors
Minnesota
$1.24B +$18.4M +1% 2.3% 63.1% 233
1CP
1784
1607 Capital Partners
Virginia
$1.24B +$151M +14% 4.98% 18.2% 147
VCA
1785
Verdence Capital Advisors
Maryland
$1.24B -$11.7M -0.9% 1.46% 72.2% 671
SFG
1786
Sage Financial Group
Pennsylvania
$1.24B +$18.5M +2% 0.98% 51.5% 105
SVWAG
1787
Sound View Wealth Advisors Group
Georgia
$1.24B +$16.6M +1% 1.38% 57.4% 425
CNAM
1788
Campbell Newman Asset Management
Wisconsin
$1.24B -$88.3M -7% 0.42% 86.7% 109
CHAM
1789
Clear Harbor Asset Management
Connecticut
$1.24B +$22.4M +2% 0.98% 72% 401
WHCM
1790
Wolf Hill Capital Management
Connecticut
$1.24B +$196M +19% 32.6% 232% 42
MYIA
1791
Mount Yale Investment Advisors
Colorado
$1.24B +$197M +19% 2.64% 73.5% 609
LFS
1792
Lutz Financial Services
Nebraska
$1.24B +$4.96M +0.4% 1.33% 28.4% 94
TIM
1793
Triodos Investment Management
Netherlands
$1.24B -$31M -2% 4.91% 90.2% 50
TLIC
1794
Taiyo Life Insurance Company
Japan
$1.23B -$28M -2% 2.71% 72.1% 13
HTHT
1795
Hemenway Trust Hemenway Trust
New Hampshire
$1.23B -$31.3M -2% 0.45% 67.1% 136
PCP
1796
Proficio Capital Partners
Massachusetts
$1.23B +$227M +23% 2.82% 81.3% 381
PCA
1797
Prosperity Capital Advisors
Ohio
$1.23B +$56.1M +5% 0.27% 372
CFD
1798
Creative Financial Designs
Indiana
$1.23B +$44.4M +4% 0.36% 40.7% 1,875
JSAM
1799
J. Safra Asset Management
New York
$1.23B +$177M +17% 1.75% 74% 368
SC
1800
Strategy Capital
California
$1.23B +$190M +18% 25.6% 290% 10