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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
TCM
2151
Twele Capital Management
Minnesota
$760M +$115M +18% 1.28% 27.9% 41
HCM
2152
Hengehold Capital Management
Ohio
$759M -$1.65M -0.2% 0.72% 38.9% 164
ADL
2153
Asset Dedication LLC
California
$759M +$87.5M +13% 0.99% 50.5% 1,039
BTWM
2154
Baker Tilly Wealth Management
Wisconsin
$757M +$137M +22% 2.65% 85.1% 526
CCMD
2155
Cypress Capital Management (Delaware)
Delaware
$757M -$1.35M -0.2% 0.21% 25.6% 175
FFA
2156
Fragasso Financial Advisors
Pennsylvania
$756M +$9.28M +1% 0.14% 54.4% 161
FMT
2157
First Mercantile Trust
Tennessee
$755M -$91.6M -11% 0.4% 51.3% 899
IB
2158
Intrust Bank
Kansas
$755M +$14.2M +2% 1.05% 80.9% 395
BTP
2159
Bloom Tree Partners
New York
$752M -$158M -17% 3.68% 16% 192
MVG
2160
Madrona Venture Group
Washington
$752M +$135M +22% 15.6% 71.1% 4
CBB
2161
Citizens Business Bank
California
$752M -$8.81M -1% 0.05% 81.1% 248
AG
2162
Algert Global
California
$751M +$454M +153% 0.68% 121% 1,112
SCA
2163
Spearhead Capital Advisors
Florida
$750M +$15.2M +2% 1.05% 25.2% 203
FFN
2164
Focus Financial Network
Minnesota
$749M -$2.52M -0.3% 1.04% 81.7% 416
NIM
2165
Needham Investment Management
New York
$749M +$65.3M +10% 0.47% 181% 128
EPM
2166
Elm Partners Management
Pennsylvania
$749M -$10.8M -1% 2.33% 33.3% 43
AFA
2167
American Financial Advisors
Georgia
$749M +$22.5M +3% 1.64% 41% 135
FF
2168
FourThought Financial
Florida
$749M +$1.2M +0.2% 0.6% 1,613
XF
2169
XML Financial
Maryland
$749M +$294M +65% 1.18% 45.3% 315
SCM
2170
Scopia Capital Management
New York
$749M +$11.3M +2% 0.72% 39.1% 19
RIA
2171
RP Investment Advisors
Ontario, Canada
$747M -$4.05M -0.5% 0.39% 3.88% 138
UBV
2172
United Bank (Virginia)
Virginia
$747M +$3.1M +0.4% 0.36% 55.6% 171
CWM
2173
Campbell Wealth Management
Virginia
$747M +$7.88M +1% 0.31% 11.2% 79
JEST
2174
JTC Employer Solutions Trustee
Jersey
$747M +$68.9M +10% 0.77% 38.9% 337
DIP
2175
DT Investment Partners
Pennsylvania
$746M +$23M +3% 1.22% 47.1% 148